Caden Capital Partners, LP Portfolio Holdings by Sector

Caden Capital Partners, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Utilities—Regulated Electric \| Utilities PCG 1 stocks	$40 Million 16.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$34.2 Million 14.16% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate CCI 1 stocks	$32.6 Million 13.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$30.9 Million 12.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare STE 1 stocks	$30.9 Million 12.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$29.5 Million 12.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$26.1 Million 10.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ENTG 1 stocks	$10.2 Million 4.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology IOT 1 stocks	$5.59 Million 2.32% of portfolio	-	1	-	-	0 Calls 0 Puts

Resorts & Casinos \| Consumer Cyclical MTN 1 stocks	$1.41 Million 0.58% of portfolio	1	-	1	-	0 Calls 0 Puts

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