Lynwood Price Capital Management LP Portfolio Holdings by Sector

Lynwood Price Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT FOUR 2 stocks	$28.2 Million 16.08% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM UBER 2 stocks	$23.6 Million 13.43% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$19.8 Million 11.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services LPLA 1 stocks	$17.2 Million 9.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$16.8 Million 9.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$14.9 Million 8.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$14.7 Million 8.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IQV 1 stocks	$12.4 Million 7.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$8.24 Million 4.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$5.89 Million 3.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials FA 1 stocks	$5.27 Million 3.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials EFX 1 stocks	$4.26 Million 2.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI 1 stocks	$4.2 Million 2.39% of portfolio	-	1	-	-	0 Calls 0 Puts

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