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	$44,060 33.29% of portfolio	-	3	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$37,517 28.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$21,934 16.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Solar \| Technology FSLR 1 stocks	$8,429 6.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive ATGE 1 stocks	$5,684 4.3% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs MCHI 1 stocks	$3,883 2.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$3,252 2.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA 1 stocks	$2,265 1.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$2,236 1.69% of portfolio	-	1	-	-	0 Calls 0 Puts

Travel Services \| Consumer Cyclical EXPE 1 stocks	$1,506 1.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology SONY 1 stocks	$931 0.7% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY 1 stocks	$537 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services BLFY 1 stocks	$102 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts

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