Camrose Capital Investment Partners LLP Portfolio Holdings by Sector

Camrose Capital Investment Partners LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Industrial Distribution \| Industrials CNM 1 stocks	$12.1 Million 13.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUM 1 stocks	$11.2 Million 12.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$11 Million 12.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$10.7 Million 11.78% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$9.99 Million 10.98% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROP 1 stocks	$9.77 Million 10.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials EXPD 1 stocks	$9.15 Million 10.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$8.92 Million 9.8% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology TXN 1 stocks	$8.17 Million 8.98% of portfolio	1	-	1	-	0 Calls 0 Puts

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