Caden Capital Partners, LP Portfolio Holdings by Sector

Caden Capital Partners, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Utilities—Regulated Electric \| Utilities PCG 1 stocks	$47.6 Million 15.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$44.4 Million 14.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials IFF 1 stocks	$40.6 Million 12.81% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate CCI 1 stocks	$39.8 Million 12.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$34.6 Million 10.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ENTG 1 stocks	$33.6 Million 10.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$28.8 Million 9.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$26 Million 8.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology IOT 1 stocks	$13.3 Million 4.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare STE 1 stocks	$5.67 Million 1.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology SONO 1 stocks	$2.62 Million 0.83% of portfolio	1	-	-	-	0 Calls 0 Puts

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