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	$248,503 24.43% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$187,182 18.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ICLR 1 stocks	$176,107 17.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Airlines \| Industrials RYAAY 1 stocks	$173,525 17.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$35,442 3.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$34,178 3.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$26,217 2.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials CLH 1 stocks	$25,324 2.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$24,673 2.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CI 1 stocks	$23,959 2.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC 1 stocks	$22,698 2.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CNHI 1 stocks	$19,778 1.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$19,656 1.93% of portfolio	1	-	-	-	0 Calls 0 Puts

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