ELWOOD CAPITAL PARTNERS LP

data from 30/09/2025

Capitalization

$ 163.766 M 26.01 %

Average holding period

3 ans

Performance

$ 16.333 M 12.71 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ELWOOD CAPITAL PARTNERS LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SPDR S&P 500 ETF TR 10.17% 16.655 M $ 25000 2025/09/30 0.000 $ 0.00 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 8.96% 14.675 M $ 42500 2025/03/31 0.000 $ 0.00 %
2025/09/30 AMZN AMAZON COM INC 8.43% 13.804 M $ 62868 2024/12/31 10.236 K $ 0.08 %
2025/09/30 MSFT MICROSOFT CORP 7.98% 13.075 M $ 25243 2024/12/31 518.491 K $ 4.13 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 7.68% 12.571 M $ 45010 2024/12/31 2.377 M $ 23.31 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 7.39% 12.095 M $ 35028 2024/12/31 1.167 M $ 10.68 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 7.25% 11.870 M $ 42500 2024/12/31 2.244 M $ 23.31 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 6.85% 11.222 M $ 32500 2025/03/31 1.083 M $ 10.68 %
2025/09/30 PLNT PLANET FITNESS INC 4.44% 7.267 M $ 70008 2024/12/31 -367.542 K $ -4.81 %
2025/09/30 WIX WIX COM LTD 4.34% 7.111 M $ 40033 2024/12/31 427.931 K $ 12.10 %
2025/09/30 SOMNIGROUP INTERNATIONAL INC 4.20% 6.885 M $ 81638 2024/12/31 1.895 M $ 23.92 %
2025/09/30 RENTOKIL INITIAL PLC 4.01% 6.573 M $ 260319 2024/12/31 150.398 K $ 5.21 %
2025/09/30 TXN TEXAS INSTRS INC 3.29% 5.385 M $ 29308 2025/03/31 -700.168 K $ -11.51 %
2025/09/30 PM PHILIP MORRIS INTL INC 2.85% 4.665 M $ 28761 2024/12/31 -573.206 K $ -10.94 %
2025/09/30 RDDT REDDIT INC 2.83% 4.633 M $ 20146 2024/12/31 4.791 M $ 52.75 %
2025/09/30 LPX LOUISIANA PAC CORP 2.17% 3.554 M $ 40000 2025/09/30 0.000 $ 0.00 %
2025/09/30 TEAM ATLASSIAN CORPORATION 2.03% 3.332 M $ 20866 2024/12/31 -1.340 M $ -21.36 %
2025/09/30 TTWO TAKE-TWO INTERACTIVE SOFTWAR 1.83% 3.000 M $ 11612 2024/12/31 118.062 K $ 6.39 %
2025/09/30 BKR BAKER HUGHES COMPANY 1.49% 2.436 M $ 50000 2025/09/30 0.000 $ 0.00 %
2025/09/30 PCOR PROCORE TECHNOLOGIES INC 1.04% 1.697 M $ 23276 2024/12/31 158.742 K $ 6.58 %
2025/09/30 BBWI BATH & BODY WORKS INC 0.77% 1.262 M $ 48987 2025/03/31 -394.745 K $ -14.02 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 GE GE AEROSPACE 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %