Ilex Capital Partners (Uk) LLP Portfolio Holdings by Sector

Ilex Capital Partners (Uk) LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Chemicals \| Basic Materials ECL APD SHW ESI DD IFF OLN WLK 8 stocks	$354 Million 24.21% of portfolio	4	4	4	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive CAG SJM GIS 3 stocks	$286 Million 19.55% of portfolio	3	-	2	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive KMB CL CLX 3 stocks	$233 Million 15.95% of portfolio	2	1	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO MNST 2 stocks	$151 Million 10.37% of portfolio	2	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO A 2 stocks	$91.5 Million 6.26% of portfolio	2	-	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$54.9 Million 3.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials FMC CF MOS 3 stocks	$53.7 Million 3.67% of portfolio	2	1	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ALC 1 stocks	$51 Million 3.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive TAP 1 stocks	$49.2 Million 3.37% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate CCI SBAC 2 stocks	$42.9 Million 2.93% of portfolio	2	-	2	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$41 Million 2.8% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$29 Million 1.98% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$24.1 Million 1.65% of portfolio	1	-	1	-	0 Calls 0 Puts

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