Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Camrose Capital Investment Partners LLP (CIK 2040608) reported $764.2M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CNM ($112.0M, 14.66%), HLT ($92.1M, 12.05%), SPGI ($89.7M, 11.74%), MA ($89.7M, 11.73%), TXN ($87.6M, 11.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CNM | CORE & MAIN INC | $112.0M | 14.66% | 2.3M | Added |
| 2 | HLT | HILTON WORLDWIDE HOLDINGS INC | $92.1M | 12.05% | 302,924 | Added |
| 3 | SPGI | S&P GLOBAL INC | $89.7M | 11.74% | 210,885 | Added |
| 4 | MA | MASTERCARD INC-A | $89.7M | 11.73% | 179,476 | Added |
| 5 | TXN | TEXAS INSTRUMENTS INC | $87.6M | 11.46% | 451,165 | Added |
| 6 | MLM | MARTIN MARIETTA MATERIALS | $80.5M | 10.53% | 136,719 | Added |
| 7 | YUM | YUM BRANDS INC | $70.0M | 9.16% | 450,260 | Added |
| 8 | EXPD | EXPEDITORS INTL WASH INC | $63.7M | 8.34% | 444,976 | Added |
| 9 | ROP | ROPER TECHNOLOGIES INC | $42.0M | 5.49% | 118,606 | Added |
| 10 | ADP | AUTOMATIC DATA PROCESSING | $36.9M | 4.83% | 181,639 | Added |
Source: SEC Form 13F filings · as of 2026-03-31