CAMROSE CAPITAL INVESTMENT PARTNERS LLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CNM | 1.74M | $90.28M |
 | EXPD | 392K | $58.48M |
 | YUM | 347K | $52.53M |
 | TXN | 340K | $59.06M |
 | HLT | 223K | $64.20M |
 | ADP | 171K | $44.09M |
 | SPGI | 118K | $61.68M |
 | MLM | 114K | $70.76M |
 | ROP | 113K | $50.08M |
 | MA | 92K | $52.64M |
Core & Main, Inc.
CNM
Shares Held
1.74M
Value
$90.28M
Expeditors International of Washington, Inc.
EXPD
Shares Held
392K
Value
$58.48M
Yum! Brands, Inc.
YUM
Shares Held
347K
Value
$52.53M
Texas Instruments Incorporated
TXN
Shares Held
340K
Value
$59.06M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
223K
Value
$64.20M
Automatic Data Processing, Inc.
ADP
Shares Held
171K
Value
$44.09M
S&P Global Inc.
SPGI
Shares Held
118K
Value
$61.68M
Martin Marietta Materials, Inc.
MLM
Shares Held
114K
Value
$70.76M
Roper Technologies, Inc.
ROP
Shares Held
113K
Value
$50.08M
Mastercard Incorporated
MA
Shares Held
92K
Value
$52.64M