Bluegrass Capital Partners LP Portfolio Holdings by Sector
Bluegrass Capital Partners LP
- $101 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Aerospace & Defense | Industrials
TDG 1 stocks |
$17,128
17.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$15,801
15.72% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$11,616
11.56% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$10,746
10.69% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$8,201
8.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$7,825
7.79% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$7,690
7.65% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$7,591
7.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN 1 stocks |
$6,166
6.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
MLM 1 stocks |
$4,037
4.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$3,711
3.69% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|