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	$259,851 26.4% of portfolio	1	1	-	-	0 Calls 0 Puts
Airlines \| Industrials RYAAY 1 stocks	$167,266 16.99% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$156,040 15.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ICLR 1 stocks	$145,909 14.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$33,054 3.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$28,798 2.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CI 1 stocks	$28,451 2.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$27,645 2.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC 1 stocks	$24,681 2.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials CLH 1 stocks	$23,749 2.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology CTSH 1 stocks	$20,692 2.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$20,201 2.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CNHI 1 stocks	$19,711 2.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials AXTA 1 stocks	$16,347 1.66% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$12,060 1.23% of portfolio	1	-	1	-	0 Calls 0 Puts

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