Ilex Capital Partners (Uk) LLP Portfolio Holdings by Sector

Ilex Capital Partners (Uk) LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Household & Personal Products \| Consumer Defensive PG EL CLX ELF 4 stocks	$291 Million 31.38% of portfolio	3	1	2	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive KHC SJM GIS 3 stocks	$174 Million 18.75% of portfolio	3	-	2	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials IFF LYB DD 3 stocks	$144 Million 15.56% of portfolio	3	-	2	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$115 Million 12.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ALC 1 stocks	$67.3 Million 7.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive TAP 1 stocks	$53.1 Million 5.72% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$27.6 Million 2.98% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$25.4 Million 2.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials AGCO 1 stocks	$23.6 Million 2.54% of portfolio	1	-	1	-	0 Calls 0 Puts

Diagnostics & Research \| Healthcare TMO 1 stocks	$6.59 Million 0.71% of portfolio	1	-	1	-	0 Calls 0 Puts

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