Camrose Capital Investment Partners LLP 13F Holdings
CIK 0002040608 · LONDON, X0
As of Sep 30, 2025, Camrose Capital Investment Partners LLP reported 9 positions worth $430.9M in its SEC Form 13F filing.
Top 9 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CORE & MAIN INC | CNM | Industrials | 1,249,455 | $67.3M | 15.61% |
| MARTIN MARIETTA MATERIALS INC | MLM | Basic Materials | 95,619 | $60.3M | 13.99% |
| HILTON WORLDWIDE HOLDINGS INC | HLT | Consumer Cyclical | 198,472 | $51.5M | 11.95% |
| ROPER TECHNOLOGIES INC | ROP | Technology | 90,089 | $44.9M | 10.43% |
| YUM BRANDS INC | YUM | Consumer Cyclical | 291,981 | $44.4M | 10.30% |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC | EXPD | Industrials | 348,433 | $42.7M | 9.91% |
| TEXAS INSTRUMENTS INC | TXN | Technology | 224,619 | $41.3M | 9.58% |
| AUTOMATIC DATA PROCESSING INC | ADP | Industrials | 137,372 | $40.3M | 9.36% |
| S&P GLOBAL INC | SPGI | Financial Services | 78,697 | $38.3M | 8.89% |