PERBAK CAPITAL PARTNERS LLP

PrivateCIK: 1968437
Location

LONDON, X0

294
Positions
$406.38M
Total AUM (reported)
5.77M
Total Shares

Allocation by class

TOTAL AUM$406.38M294 positions
COM$143.60M35.3%
STATE STREET IND$74.71M18.4%
STATE STREET CON$33.25M8.2%
CL A$21.23M5.2%
STATE STREET SPD$15.52M3.8%
OIL SERVICES ETF$13.79M3.4%
S&P500 EQL WGT$11.13M2.7%

Portfolio Concentration

Top 326.6%4–1018.0%11–2512.7%Rest42.7%TOP 1044.5%0%100%
Top 3$107.95M26.6%
4–10$73.05M18.0%
11–25$51.68M12.7%
Rest$173.69M42.7%

Top 3 weight

26.6%

Top 10 weight

44.5%

Voting Authority Distribution

Total shares with voting rights: 5.77M

Sole

Full voting authority

5.77M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole294
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings294
Rows:

SELECT SECTOR SPDR TR

SOLE
STATE STREET IND
Shares461.92K
TypeSH
Market value$74.71M
18.38%
Sole
461.92K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET CON
Shares155.08K
TypeSH
Market value$16.90M
4.16%
Sole
155.08K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET CON
Shares199.41K
TypeSH
Market value$16.35M
4.02%
Sole
199.41K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
OIL SERVICES ETF
Shares34.11K
TypeSH
Market value$13.79M
3.39%
Sole
34.11K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares208.84K
TypeSH
Market value$11.49M
2.83%
Sole
208.84K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares57.97K
TypeSH
Market value$11.13M
2.74%
Sole
57.97K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares16.75K
TypeSH
Market value$10.90M
2.68%
Sole
16.75K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
REAL ESTATE ETF
Shares97.50K
TypeSH
Market value$8.65M
2.13%
Sole
97.50K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET MAT
Shares171.24K
TypeSH
Market value$8.56M
2.11%
Sole
171.24K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET HEA
Shares58.33K
TypeSH
Market value$8.55M
2.10%
Sole
58.33K
Shared
0.00
None
0.00

BOOZ ALLEN HAMILTON HLDG COR

SOLE
CL A
Shares78.44K
TypeSH
Market value$6.12M
1.51%
Sole
78.44K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHARES SEMICDTR
Shares13.81K
TypeSH
Market value$4.54M
1.12%
Sole
13.81K
Shared
0.00
None
0.00

DRAFTKINGS INC NEW

SOLE
COM CL A
Shares188.91K
TypeSH
Market value$4.08M
1.01%
Sole
188.91K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares40.89K
TypeSH
Market value$4.04M
0.99%
Sole
40.89K
Shared
0.00
None
0.00

NORTHROP GRUMMAN CORP

SOLE
COM
Shares5.91K
TypeSH
Market value$4.03M
0.99%
Sole
5.91K
Shared
0.00
None
0.00

ACCENTURE PLC IRELAND

SOLE
SHS CLASS A
Shares20.29K
TypeSH
Market value$4.02M
0.99%
Sole
20.29K
Shared
0.00
None
0.00

LOCKHEED MARTIN CORP

SOLE
COM
Shares6.29K
TypeSH
Market value$3.80M
0.93%
Sole
6.29K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares11.95K
TypeSH
Market value$3.39M
0.83%
Sole
11.95K
Shared
0.00
None
0.00

GENERAL DYNAMICS CORP

SOLE
COM
Shares9.58K
TypeSH
Market value$3.29M
0.81%
Sole
9.58K
Shared
0.00
None
0.00

RTX CORPORATION

SOLE
COM
Shares16.09K
TypeSH
Market value$3.10M
0.76%
Sole
16.09K
Shared
0.00
None
0.00

STANDARDAERO INC

SOLE
COM
Shares109.80K
TypeSH
Market value$2.84M
0.70%
Sole
109.80K
Shared
0.00
None
0.00

SILGAN HLDGS INC

SOLE
COM
Shares65.54K
TypeSH
Market value$2.54M
0.63%
Sole
65.54K
Shared
0.00
None
0.00

PACKAGING CORP AMER

SOLE
COM
Shares10.16K
TypeSH
Market value$2.16M
0.53%
Sole
10.16K
Shared
0.00
None
0.00

NVENT ELEC PLC

SOLE
SHS
Shares15.96K
TypeSH
Market value$1.89M
0.46%
Sole
15.96K
Shared
0.00
None
0.00

MODINE MFG CO

SOLE
COM
Shares8.49K
TypeSH
Market value$1.84M
0.45%
Sole
8.49K
Shared
0.00
None
0.00
Page 1 of 12