Talaria Asset Management Pty LTD Portfolio Holdings by Sector

Talaria Asset Management Pty LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Beverages—Brewers \| Consumer Defensive FMX ABEV 2 stocks	$102 Million 26.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JCI 1 stocks	$80.1 Million 21.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Reinsurance \| Financial Services RE 1 stocks	$49.4 Million 12.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$46.1 Million 12.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CF 1 stocks	$45.6 Million 11.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT 1 stocks	$40.2 Million 10.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$17.7 Million 4.65% of portfolio	1	-	-	-	0 Calls 0 Puts

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