Caden Capital Partners, LP Portfolio Holdings by Sector

Caden Capital Partners, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Diagnostics & Research \| Healthcare DHR 1 stocks	$39 Million 13.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PCG 1 stocks	$37 Million 12.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare STE 1 stocks	$33.6 Million 11.36% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate CCI 1 stocks	$31.6 Million 10.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$30.5 Million 10.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$29.8 Million 10.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials IFF 1 stocks	$29.4 Million 9.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ENTG 1 stocks	$28.5 Million 9.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$23.3 Million 7.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology IOT 1 stocks	$12.8 Million 4.34% of portfolio	-	1	-	-	0 Calls 0 Puts

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