CONCENTRIC CAPITAL STRATEGIES, LP

PrivateCIK: 1851869
Location

STAMFORD, CT

311
Positions
$1.80B
Total AUM (reported)
13.66M
Total Shares

Allocation by class

TOTAL AUM$1.80B311 positions
COM$822.75M45.7%
TR UNIT$563.34M31.3%
CL A$83.45M4.6%
CAP STK CL A$45.52M2.5%
COM NEW$41.89M2.3%
SHS$38.93M2.2%
IPATH S&P 500 SH$26.57M1.5%

Portfolio Concentration

Top 341.2%4–107.2%11–258.3%Rest43.3%TOP 1048.4%0%100%
Top 3$741.93M41.2%
4–10$130.10M7.2%
11–25$149.93M8.3%
Rest$780.15M43.3%

Top 3 weight

41.2%

Top 10 weight

48.4%

Voting Authority Distribution

Total shares with voting rights: 11.75M

Sole

Full voting authority

11.64M

shares

% of voting shares99.1%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

108.90K

shares

% of voting shares0.9%

Investment Discretion (by position count)

Sole311
Shared0
Other0
Dominant voting typeSole · 99.1% of voting shares
Institutional Holdings311
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares754.37K
TypeSH
Market value$563.34M
31.26%
Sole
754.37K
Shared
0.00
None
0.00

DISNEY WALT CO

SOLE
COM
Shares1.38M
TypeSH
Market value$133.08M
7.38%
Sole
0.00
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares127.37K
TypeSH
Market value$45.52M
2.53%
Sole
43.07K
Shared
0.00
None
0.00

BARCLAYS BANK PLC

SOLE
IPATH S&P 500 SH
Shares1.20M
TypeSH
Market value$26.57M
1.47%
Sole
1.20M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares107.99K
TypeSH
Market value$21.61M
1.20%
Sole
107.99K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ST STR CARE ETF
Shares113.08K
TypeSH
Market value$17.94M
1.00%
Sole
113.08K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares72.67K
TypeSH
Market value$17.32M
0.96%
Sole
72.67K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares56.56K
TypeSH
Market value$16.37M
0.91%
Sole
56.56K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ST STR TECHN ETF
Shares83.17K
TypeSH
Market value$15.85M
0.88%
Sole
83.17K
Shared
0.00
None
0.00

TAKE-TWO INTERACTIVE SOFTWAR

SOLE
COM
Shares57.83K
TypeSH
Market value$14.46M
0.80%
Sole
57.83K
Shared
0.00
None
0.00

LINDE PLC

SOLE
SHS
Shares25.07K
TypeSH
Market value$13.01M
0.72%
Sole
25.07K
Shared
0.00
None
0.00

MADISON SQUARE GRDN SPRT COR

SOLE
CL A
Shares31.24K
TypeSH
Market value$12.55M
0.70%
Sole
31.24K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares16.02K
TypeSH
Market value$11.58M
0.64%
Sole
16.02K
Shared
0.00
None
0.00

DPC HOLDINGS PLC

SOLE
ORDINARY SHARES
Shares225.47K
TypeSH
Market value$11.06M
0.61%
Sole
225.47K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares42.56K
TypeSH
Market value$10.81M
0.60%
Sole
42.56K
Shared
0.00
None
0.00

BOISE CASCADE CO DEL

SOLE
COM
Shares132.71K
TypeSH
Market value$10.30M
0.57%
Sole
132.71K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ST STR ENERG ETF
Shares188.49K
TypeSH
Market value$10.01M
0.56%
Sole
188.49K
Shared
0.00
None
0.00

CORTEVA INC

SOLE
COM
Shares108.22K
TypeSH
Market value$9.17M
0.51%
Sole
108.22K
Shared
0.00
None
0.00

RTX CORPORATION

SOLE
COM
Shares48.02K
TypeSH
Market value$9.11M
0.51%
Sole
48.02K
Shared
0.00
None
0.00

ECOLAB INC

SOLE
COM
Shares31.85K
TypeSH
Market value$8.87M
0.49%
Sole
31.85K
Shared
0.00
None
0.00

SHERWIN WILLIAMS CO

SOLE
COM
Shares25.49K
TypeSH
Market value$8.78M
0.49%
Sole
25.49K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares25.46K
TypeSH
Market value$8.73M
0.48%
Sole
25.46K
Shared
0.00
None
0.00

WASTE CONNECTIONS INC

SOLE
COM
Shares52.37K
TypeSH
Market value$8.73M
0.48%
Sole
52.37K
Shared
0.00
None
0.00

SPOTIFY TECHNOLOGY S A

SOLE
SHS
Shares18.90K
TypeSH
Market value$8.68M
0.48%
Sole
18.90K
Shared
0.00
None
0.00

UL SOLUTIONS INC

SOLE
CLASS A COM SHS
Shares83.78K
TypeSH
Market value$8.53M
0.47%
Sole
83.78K
Shared
0.00
None
0.00
Page 1 of 13