Camrose Capital Investment Partners LLP

Fundamental concentrated ★Highest signal CIK 2040608
League rank
#638
in Fundamental concentrated · #3910 overall
Long book
$764.2M
Q1 2026
Positions
10
Top-10 weight
100%
concentration
Last quarter
+11.4%
SPY +14.8%
Turnover
0%
of book per quarter

Strategy in plain words

auto-generated from filings

Camrose Capital Investment Partners LLP is a concentrated fundamental stock-picker, running a $764.2M US long book across 10 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: CORE & MAIN INC-CLASS A, HILTON WORLDWIDE HOLDINGS IN, S&P GLOBAL INC, MASTERCARD INC - A, TEXAS INSTRUMENTS INC.

Over the last 6 quarters its long book ran on average 2.4pp per quarter behind the S&P 500, beating the index in 1 of 6 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2024
+2.6%
Q1 2025
+6.9%
Q2 2025
-2.7%
Q3 2025
+0.8%
Q4 2025
-5.7%
Q1 2026
+11.4%

Sector allocation

Services media
36%
Consumer discretionary
24%
Technology
22%
Materials
11%
Industrials
8%

Long book by quarter

$91.0M
Q4 2024
$278.8M
Q1 2025
$399.4M
Q2 2025
$430.9M
Q3 2025
$603.8M
Q4 2025
$764.2M
Q1 2026

What does Camrose Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
CNM CORE & MAIN INC-CLASS AConsumer discretionary2.3M$112.0M14.7%+30.5%
HLT HILTON WORLDWIDE HOLDINGS INServices media302.9K$92.1M12.1%+35.5%
SPGI S&P GLOBAL INCServices media210.9K$89.7M11.7%+78.7%
MA MASTERCARD INC - AServices media179.5K$89.7M11.7%+94.7%
TXN TEXAS INSTRUMENTS INCTechnology451.2K$87.6M11.5%+32.5%
MLM MARTIN MARIETTA MATERIALSMaterials136.7K$80.5M10.5%+20.3%
YUM YUM! BRANDS INCConsumer discretionary450.3K$70.0M9.2%+29.7%
EXPD EXPEDITORS INTL WASH INCIndustrials445.0K$63.7M8.3%+13.4%
ROP ROPER TECHNOLOGIES INCTechnology118.6K$42.0M5.5%+5.4%
ADP AUTOMATIC DATA PROCESSINGTechnology181.6K$36.9M4.8%+6.0%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 14, 202610$764.2M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202610$603.8M canonicalSEC ↗
Q3 202513F-HRNov 12, 20259$430.9M canonicalSEC ↗
Q2 202513F-HRAug 14, 20259$399.4M canonicalSEC ↗
Q1 202513F-HRMay 15, 20259$278.8M canonicalSEC ↗
Q4 202413F-HRFeb 14, 20259$91.0M canonicalSEC ↗