Camrose Capital Investment Partners LLP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Camrose Capital Investment Partners LLP reported 9 stock positions worth $91.0 million. Its top holding was Core & Main Class A (CNM) at 13.3% of the portfolio, followed by Yum! Brands (YUM, 12.3%) and Hilton Worldwide (HLT, 12.0%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002040608
- Portfolio Value
- $91.0M (Q4 2024)
- SEC Filing
- 0002040608-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 9 stocks · $91.0M
| CNM Core & Main Inc. Class A | 13.33% | 238,322 | $12.1M | — |
| YUM Yum! Brands Inc. | 12.31% | 83,498 | $11.2M | — |
| HLT Hilton Worldwide Holdings Inc. | 12.03% | 44,317 | $11.0M | — |
| ADP Automatic Data Processing | 11.78% | 36,639 | $10.7M | — |
| MLM Martin Marietta Materials | 10.98% | 19,342 | $10.0M | — |
| ROP Roper Technologies Inc. | 10.73% | 18,788 | $9.8M | — |
| EXPD Expeditors Intl Wash Inc. | 10.06% | 82,648 | $9.2M | — |
| SPGI S&P Global Inc. | 9.80% | 17,920 | $8.9M | — |
| TXN Texas Instruments Inc. | 8.98% | 43,579 | $8.2M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $885.1M | TXN, CNM, MA, HLT, SPGI |
| Q1 2026 | 10 | $764.2M | CNM, HLT, SPGI, MA, TXN |
| Q4 2025 | 10 | $603.8M | CNM, MLM, HLT, SPGI, TXN |
| Q3 2025 | 9 | $430.9M | CNM, MLM, HLT, ROP, YUM |
| Q2 2025 | 9 | $399.4M | CNM, HLT, MLM, ROP, YUM |
| Q1 2025 | 9 | $278.8M | YUM, ROP, CNM, ADP, MLM |
| Q4 2024 | 9 | $91.0M | CNM, YUM, HLT, ADP, MLM |