Trinity Street Asset Management LLP Portfolio Holdings by Sector

Trinity Street Asset Management LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Banks—Regional \| Financial Services HDB KB 2 stocks	$229,690 22.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ICLR 1 stocks	$201,605 20.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Airlines \| Industrials RYAAY 1 stocks	$169,647 16.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$153,090 15.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$32,885 3.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$29,875 2.98% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials CLH 1 stocks	$29,831 2.98% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CI 1 stocks	$28,204 2.82% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$25,095 2.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC 1 stocks	$24,591 2.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$23,760 2.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$21,228 2.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CNHI 1 stocks	$19,016 1.9% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL 1 stocks	$13,328 1.33% of portfolio	-	-	-	-	0 Calls 0 Puts

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