Caden Capital Partners, LP Portfolio Holdings by Sector

Caden Capital Partners, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Utilities—Regulated Electric \| Utilities PCG 1 stocks	$48.8 Million 15.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$48 Million 15.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials IFF 1 stocks	$45.1 Million 14.14% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate CCI 1 stocks	$44.6 Million 13.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare STE 1 stocks	$36 Million 11.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ENTG 1 stocks	$35.7 Million 11.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$27.8 Million 8.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$27.6 Million 8.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology SONO 1 stocks	$3.23 Million 1.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$2.21 Million 0.69% of portfolio	-	-	-	-	0 Calls 0 Puts

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