Elwood Capital Partners LP Portfolio Holdings by Sector

Elwood Capital Partners LP

$130 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology TSM TSM TXN 3 stocks	$25.9 Million 22.6% of portfolio	3	-	-	-	0 Calls 1 Puts
Healthcare Plans \| Healthcare UNH UNH 2 stocks	$21.1 Million 18.38% of portfolio	2	-	-	-	0 Calls 1 Puts
Software—Infrastructure \| Technology MSFT WIX 2 stocks	$16.1 Million 14.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$12.5 Million 10.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$7.92 Million 6.91% of portfolio	-	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$7.63 Million 6.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM PM 2 stocks	$7.51 Million 6.56% of portfolio	1	1	-	-	1 Calls 0 Puts
Specialty Business Services \| Industrials RTO 1 stocks	$2.89 Million 2.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$2.82 Million 2.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BBWI 1 stocks	$2.82 Million 2.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology PCOR 1 stocks	$2.41 Million 2.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services TTWO 1 stocks	$1.85 Million 1.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$1.63 Million 1.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$1.58 Million 1.38% of portfolio	-	1	-	-	0 Calls 0 Puts

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