Lts One Management LP Portfolio Holdings by Sector

Lts One Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Chemicals \| Basic Materials IFF SHW 2 stocks	$85,647 28.51% of portfolio	1	1	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive FMX 1 stocks	$32,510 10.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$30,920 10.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$25,817 8.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$23,360 7.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$21,285 7.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$20,070 6.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$19,282 6.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$17,884 5.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$14,787 4.92% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WEX 1 stocks	$8,857 2.95% of portfolio	1	-	1	-	0 Calls 0 Puts

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