CAMROSE CAPITAL INVESTMENT PARTNERS LLP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CNM | 2.27M | $112.02M |
 | TXN | 451K | $87.59M |
 | YUM | 450K | $70.01M |
 | EXPD | 445K | $63.73M |
 | HLT | 303K | $92.11M |
 | SPGI | 211K | $89.70M |
 | ADP | 182K | $36.91M |
 | MA | 179K | $89.68M |
 | MLM | 137K | $80.48M |
 | ROP | 119K | $41.97M |
Core & Main, Inc.
CNM
Shares Held
2.27M
Value
$112.02M
Texas Instruments Incorporated
TXN
Shares Held
451K
Value
$87.59M
Yum! Brands, Inc.
YUM
Shares Held
450K
Value
$70.01M
Expeditors International of Washington, Inc.
EXPD
Shares Held
445K
Value
$63.73M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
303K
Value
$92.11M
S&P Global Inc.
SPGI
Shares Held
211K
Value
$89.70M
Automatic Data Processing, Inc.
ADP
Shares Held
182K
Value
$36.91M
Mastercard Incorporated
MA
Shares Held
179K
Value
$89.68M
Martin Marietta Materials, Inc.
MLM
Shares Held
137K
Value
$80.48M
Roper Technologies, Inc.
ROP
Shares Held
119K
Value
$41.97M