StockDriftsStockDriftsTop 10 Camrose Capital Investment Partners LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CNM | CORE & MAIN INC | 14.66% | 2.27M | $112.0M | +30.53%(+530.38K) | $51.83(-7.34%) | 2026-03-31 | |
| HLT | HILTON WORLDWIDE HOLDINGS INC | 12.05% | 302.9K | $92.1M | +35.54%(+79.43K) | $258.81(+22.30%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 11.74% | 210.9K | $89.7M | +78.67%(+92.85K) | $492.06(-17.91%) | 2026-03-31 | |
| MA | MASTERCARD INC-A | 11.73% | 179.5K | $89.7M | +94.66%(+87.27K) | $553.03(-11.41%) | 2026-03-31 | |
| TXN | TEXAS INSTRUMENTS INC | 11.46% | 451.2K | $87.6M | +32.54%(+110.76K) | $185.60(+66.04%) | 2026-03-31 | |
| MLM | MARTIN MARIETTA MATERIALS | 10.53% | 136.7K | $80.5M | +20.32%(+23.09K) | $545.87(+5.38%) | 2026-03-31 | |
| YUM | YUM BRANDS INC | 9.16% | 450.3K | $70.0M | +29.67%(+103.02K) | $147.69(+1.99%) | 2026-03-31 | |
| EXPD | EXPEDITORS INTL WASH INC | 8.34% | 445.0K | $63.7M | +13.38%(+52.50K) | $122.58(+25.32%) | 2026-03-31 | |
| ROP | ROPER TECHNOLOGIES INC | 5.49% | 118.6K | $42.0M | +5.43%(+6.11K) | $530.25(-40.04%) | 2026-03-31 | |
| ADP | AUTOMATIC DATA PROCESSING | 4.83% | 181.6K | $36.9M | +5.97%(+10.23K) | $288.69(-27.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.41% | +20.48% |
| Top 20 Holdings Unweighted | +7.11% | +22.87% |
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