Camrose Capital Investment Partners LLP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Camrose Capital Investment Partners LLP reported 9 stock positions worth $278.8 million. Its top holding was Yum! Brands (YUM) at 13.0% of the portfolio, followed by Roper Technologies (ROP, 12.8%) and Core & Main Class A (CNM, 12.4%). Compared with Q4 2024, it added to 9. The biggest buy was Roper Technologies (ROP, shares +223%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002040608
- Portfolio Value
- $278.8M (Q1 2025)
- SEC Filing
- 0002040608-25-000003 ↗ filed May 15, 2025
Holdings Value
Holdings 9 stocks · $278.8M
| YUM Yum! Brands Inc. | 13.02% | 230,688 | $36.3M | Add +176.3% |
| ROP Roper Technologies Inc. | 12.84% | 60,697 | $35.8M | Add +223.1% |
| CNM Core & Main Inc. Class A | 12.44% | 717,878 | $34.7M | Add +201.2% |
| ADP Automatic Data Processing | 11.16% | 101,857 | $31.1M | Add +178.0% |
| MLM Martin Marietta Materials | 11.04% | 64,393 | $30.8M | Add +232.9% |
| HLT Hilton Worldwide Holdings Inc. | 10.88% | 133,335 | $30.3M | Add +200.9% |
| EXPD Expeditors Intl Wash Inc. | 10.54% | 244,372 | $29.4M | Add +195.7% |
| SPGI S&P Global Inc. | 9.66% | 52,989 | $26.9M | Add +195.7% |
| TXN Texas Instruments Inc. | 8.42% | 130,635 | $23.5M | Add +199.8% |
Portfolio Sells Q4 2024 → Q1 2025
| None this quarter. | |||
Portfolio Buys Q4 2024 → Q1 2025
| ROP Roper Technologies Inc. | Add +223.1% | 12.84% | +2.11 |
| YUM Yum! Brands Inc. | Add +176.3% | 13.02% | +0.71 |
| EXPD Expeditors Intl Wash Inc. | Add +195.7% | 10.54% | +0.48 |
| MLM Martin Marietta Materials | Add +232.9% | 11.04% | +0.07 |
| SPGI S&P Global Inc. | Add +195.7% | 9.66% | −0.15 |
| TXN Texas Instruments Inc. | Add +199.8% | 8.42% | −0.56 |
| ADP Automatic Data Processing | Add +178.0% | 11.16% | −0.62 |
| CNM Core & Main Inc. Class A | Add +201.2% | 12.44% | −0.89 |
| HLT Hilton Worldwide Holdings Inc. | Add +200.9% | 10.88% | −1.15 |
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 |