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Camrose Capital Investment Partners LLP Last Quarter Change: USA Stocks, New

Camrose Capital Investment Partners LLP quarter change: USA Stocks, New

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).

  • CNM: Country of operation United States; Class CL-A; Shares 2026-03-31 0; Shares 2026-06-30 2,504,211.
  • MA: Country of operation United States; Class CL-A; Shares 2026-03-31 0; Shares 2026-06-30 212,521.

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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
CNM
CORE & MAIN INC
United StatesCL-A02,504,211+2,504,211$0$120,828,181+$120,828,181
MA
MASTERCARD INCORPORATED
United StatesCL-A0212,521+212,521$0$109,150,786+$109,150,786

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