Camrose Capital Investment Partners LLP quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Camrose Capital Investment Partners LLP opened 2 positions, added to 7, reduced 1, sold out of 2 and left 0 unchanged. The largest increase in value was CNM (+$120,828,181); the largest decrease was CNM (-$112,019,835).
- HLT: Country of operation United States; Class COM; Shares 2026-03-31 302,924; Shares 2026-06-30 323,699.
- EXPD: Country of operation United States; Class COM; Shares 2026-03-31 444,976; Shares 2026-06-30 475,495.
- SPGI: Country of operation United States; Class COM; Shares 2026-03-31 210,885; Shares 2026-06-30 244,119.
- YUM: Country of operation United States; Class COM; Shares 2026-03-31 450,260; Shares 2026-06-30 481,103.
Two Form 13F-HR filings compared (SEC CIK 2040608): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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