Triple Frond Partners LLC — LIVE NATION ENTERTAINMENT IN LYV: Quarterly 13F Position History
Triple Frond Partners LLC has reported LIVE NATION ENTERTAINMENT IN (LYV) on 2 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2025. As of Q1 2026, the position is sized at 234,765 shares ($35.8M market value, 3.72% of the equity book). Quarter-over-quarter share count change: 21,093 (-8.2%) .
- 234,765Shares Held (Latest Filing)
- $35.8MReported Market Value (Latest Filing)
- 3.72%Portfolio Weight (% of 13F Equity Book)
- 21,093Quarter-over-Quarter Share Change
- -$656.0KQuarter-over-Quarter Value Change
- 255,858Peak Reported Shares (Historical)
Recent initiation: Triple Frond Partners LLC first reported LYV on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 234,765 | 21,093 | -8.2% | $35.8M | 3.72% | $152.51 |
| Q4 2025 | 255,858 | — | — | $36.5M | 3.79% | $142.50 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Triple Frond Partners LLC first disclose a LYV position in 13F-HR filings?
Triple Frond Partners LLC first reported LIVE NATION ENTERTAINMENT IN (LYV) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Triple Frond Partners LLC's most recent quarter-over-quarter share-count change in LYV?
Between Q4 2025 and Q1 2026, Triple Frond Partners LLC reduced its LYV position by 21,093 shares (-8.2%), leaving 234,765 shares at a market value of $35.8M.
Does the implied price-per-share represent Triple Frond Partners LLC's cost basis in LYV?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.