The Analysis of Camrose Capital Investment Partners LLP's Holdings


Currently, Camrose Capital Investment Partners LLP holds 9 types of securities in its portfolio with a total value $430.9M. In the most recent quarter, they have increased their positions in CNM (+289.1K shares, valued at $15.6M), MLM (+9.5K shares, valued at $6.0M), HLT (+20.0K shares, valued at $5.2M); decreased their positions in YUM (-16.5K shares, valued at $2.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CNM CORE & MAIN INC1.2M shares30.10%2025-09-302025-11-12history
MLM MARTIN MARIETTA MATERIALS95.6K shares11.05%2025-09-302025-11-12history
HLT HILTON WORLDWIDE HOLDINGS INC198.5K shares11.22%2025-09-302025-11-12history
ROP ROPER TECHNOLOGIES INC90.1K shares11.02%2025-09-302025-11-12history
YUM YUM! BRANDS INC292.0K shares-5.34%2025-09-302025-11-12history
EXPD EXPEDITORS INTL WASH INC348.4K shares6.45%2025-09-302025-11-12history
TXN TEXAS INSTRUMENTS INC224.6K shares10.91%2025-09-302025-11-12history
ADP AUTOMATIC DATA PROCESSING137.4K shares11.06%2025-09-302025-11-12history
Sponsored
SPGI S&P GLOBAL INC78.7K shares10.99%2025-09-302025-11-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available