Camrose Capital Investment Partners LLP

Q4 2024 13F Holdings

  • Location
    london, X0
  • Num holdings

    9

  • Value ($000)

    $91,022

  • Date Filed
    02/14/2025
  • 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 Q4 2024 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CNM
CNM

CORE & MAIN INC

CL-A
21874C102
$12.13M
13 %

238,322

YUM
YUM

YUM! BRANDS INC

COM
988498101
$11.20M
12 %

83,498

HLT
HLT

HILTON WORLDWIDE HOLDINGS INC

COM
43300A203
$10.95M
12 %

44,317

AUDP
AUDP

AUTOMATIC DATA PROCESSING

COM
053015103
$10.73M
12 %

36,639

MLM
MLM

MARTIN MARIETTA MATERIALS

COM
573284106
$9.99M
11 %

19,342

ROP
ROP

ROPER TECHNOLOGIES INC

COM
776696106
$9.77M
11 %

18,788

EXPD
EXPD

EXPEDITORS INTL WASH INC

COM
302130109
$9.15M
10 %

82,648

SPGI
SPGI

S&P GLOBAL INC

COM
78409V104
$8.92M
10 %

17,920

---

TEXAS INSTRUMENTS INC

COM
882508104
$8.17M
9 %

43,579

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