Trinity Street Asset Management LLP Portfolio Holdings by Sector

Trinity Street Asset Management LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Banks—Regional \| Financial Services HDB KB 2 stocks	$314,583 25.16% of portfolio	2	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ICLR 1 stocks	$247,388 19.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Airlines \| Industrials RYAAY 1 stocks	$229,202 18.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM QCOM 2 stocks	$188,509 15.08% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC LMT 2 stocks	$40,001 3.2% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$31,492 2.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$29,339 2.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CI 1 stocks	$27,270 2.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL 1 stocks	$26,644 2.13% of portfolio	1	-	-	-	0 Calls 0 Puts

Travel Services \| Consumer Cyclical ABNB 1 stocks	$25,438 2.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials CLH 1 stocks	$22,860 1.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$22,612 1.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare HOLX 1 stocks	$20,307 1.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BBWI 1 stocks	$15,506 1.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CIEN 1 stocks	$9,010 0.72% of portfolio	-	1	-	-	0 Calls 0 Puts

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