Lynwood Price Capital Management LP Portfolio Holdings by Sector

Lynwood Price Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology CRM UBER 2 stocks	$21.3 Million 14.68% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT FOUR 2 stocks	$20.9 Million 14.43% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$16.8 Million 11.56% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$15.3 Million 10.55% of portfolio	1	-	1	-	0 Calls 0 Puts
Consulting Services \| Industrials EFX 1 stocks	$11.9 Million 8.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services LPLA 1 stocks	$11.6 Million 7.99% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$11.2 Million 7.68% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IQV 1 stocks	$9.96 Million 6.86% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$7.18 Million 4.95% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials FA 1 stocks	$6.39 Million 4.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$6.13 Million 4.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI 1 stocks	$4.89 Million 3.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$1.58 Million 1.09% of portfolio	1	-	1	-	0 Calls 0 Puts

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