Bluegrass Capital Partners LP Portfolio Holdings by Sector
Bluegrass Capital Partners LP
- $144 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Financial Data & Stock Exchanges | Financial Services
MCO SPGI 2 stocks |
$25,966
18.0% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$20,642
14.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$19,008
13.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$18,532
12.85% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$15,734
10.91% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
MLM 1 stocks |
$13,175
9.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$12,724
8.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$11,809
8.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WCN 1 stocks |
$4,107
2.85% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$2,575
1.78% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|