Bluegrass Capital Partners LP Portfolio Holdings by Sector
Bluegrass Capital Partners LP
- $103 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Aerospace & Defense | Industrials
TDG 1 stocks |
$14,573
14.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$14,331
13.88% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$14,217
13.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$13,382
12.96% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
MLM 1 stocks |
$10,846
10.5% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$10,340
10.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$8,950
8.67% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$7,573
7.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN 1 stocks |
$4,975
4.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$4,079
3.95% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|