CAMROSE CAPITAL INVESTMENT PARTNERS LLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CNM | 1.25M | $67.26M |
 | EXPD | 348K | $42.71M |
 | YUM | 292K | $44.38M |
 | TXN | 225K | $41.27M |
 | HLT | 198K | $51.49M |
 | ADP | 137K | $40.32M |
 | MLM | 96K | $60.27M |
 | ROP | 90K | $44.93M |
 | SPGI | 79K | $38.30M |
Core & Main, Inc.
CNM
Shares Held
1.25M
Value
$67.26M
Expeditors International of Washington, Inc.
EXPD
Shares Held
348K
Value
$42.71M
Yum! Brands, Inc.
YUM
Shares Held
292K
Value
$44.38M
Texas Instruments Incorporated
TXN
Shares Held
225K
Value
$41.27M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
198K
Value
$51.49M
Automatic Data Processing, Inc.
ADP
Shares Held
137K
Value
$40.32M
Martin Marietta Materials, Inc.
MLM
Shares Held
96K
Value
$60.27M
Roper Technologies, Inc.
ROP
Shares Held
90K
Value
$44.93M
S&P Global Inc.
SPGI
Shares Held
79K
Value
$38.30M