Camrose Capital Investment Partners LLP

Q2 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    9

  • Value ($000)

    $399,440

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0002040608
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CNM
CNM

CORE & MAIN INC

CL-A
21874C102
$57.96 M
15 %

960,374

HLT
HLT

HILTON WORLDWIDE HOLDINGS INC

COM
43300A203
$47.53 M
12 %

178,449

MLM
MLM

MARTIN MARIETTA MATERIALS

COM
573284106
$47.27 M
12 %

86,105

ROP
ROP

ROPER TECHNOLOGIES INC

COM
776696106
$46.00 M
12 %

81,147

YUM
YUM

YUM! BRANDS INC

COM
988498101
$45.71 M
11 %

308,468

---

TEXAS INSTRUMENTS INC

COM
882508104
$42.05 M
11 %

202,524

AUDP
AUDP

AUTOMATIC DATA PROCESSING

COM
053015103
$38.15 M
10 %

123,690

EXPD
EXPD

EXPEDITORS INTL WASH INC

COM
302130109
$37.40 M
9 %

327,333

SPGI
SPGI

S&P GLOBAL INC

COM
78409V104
$37.39 M
9 %

70,905

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