Farley Capital L.P. Portfolio Holdings by Sector

Farley Capital L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$38,307 31.66% of portfolio	3	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$37,120 30.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$25,557 21.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA 1 stocks	$5,354 4.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive ATGE 1 stocks	$5,089 4.21% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs MCHI 1 stocks	$3,249 2.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$2,209 1.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$1,361 1.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$1,189 0.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology SONY 1 stocks	$842 0.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY 1 stocks	$621 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services BLFY 1 stocks	$107 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts

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