Rdst Capital LLC Portfolio Holdings by Sector

Rdst Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Asset Management \| Financial Services OWL APO ARES 3 stocks	$81,055 18.29% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Application \| Technology WDAY CRM 2 stocks	$53,497 12.07% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical QSR 1 stocks	$50,009 11.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$43,334 9.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services DASH GOOGL 2 stocks	$40,867 9.22% of portfolio	1	1	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials DCO 1 stocks	$35,567 8.02% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate COLD 1 stocks	$33,013 7.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology MRVL 1 stocks	$30,625 6.91% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$26,886 6.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AJG 1 stocks	$24,061 5.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$21,878 4.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$2,434 0.55% of portfolio	-	1	-	-	0 Calls 0 Puts

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