SCOTT INVESTMENT PARTNERS LLP

PrivateCIK: 1841989
Location

HENLEY-ON-THAMES, X0

43
Positions
$43.5K
Total AUM (reported)
390.30K
Total Shares

Allocation by class

TOTAL AUM$43.5K43 positions
COM$35.2K81.0%
CL A$4.1K9.5%
SHS$2.1K4.8%
COM STK$1.1K2.6%
CL B$937.002.2%

Portfolio Concentration

Top 313.8%4–1021.0%11–2534.7%Rest30.5%TOP 1034.9%0%100%
Top 3$6.0K13.8%
4–10$9.2K21.0%
11–25$15.1K34.7%
Rest$13.3K30.5%

Top 3 weight

13.8%

Top 10 weight

34.9%

Voting Authority Distribution

Total shares with voting rights: 390.30K

Sole

Full voting authority

390.30K

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)

Sole43
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings43
Rows:

EXXON MOBIL

SOLE
COM
Shares18.20K
TypeSH
Market value$2.1K
4.92%
Sole
18.20K
Shared
0.00
None
0.00

MICROSOFT

SOLE
COM
Shares6.70K
TypeSH
Market value$2.1K
4.86%
Sole
6.70K
Shared
0.00
None
0.00

UNITEDHEALTH GROUP

SOLE
COM
Shares3.50K
TypeSH
Market value$1.8K
4.06%
Sole
3.50K
Shared
0.00
None
0.00

EOG RESOURCES

SOLE
COM
Shares12.70K
TypeSH
Market value$1.6K
3.70%
Sole
12.70K
Shared
0.00
None
0.00

TJX COMPANIES

SOLE
COM
Shares16.50K
TypeSH
Market value$1.5K
3.37%
Sole
16.50K
Shared
0.00
None
0.00

FASTENAL

SOLE
COM
Shares23.40K
TypeSH
Market value$1.3K
2.94%
Sole
23.40K
Shared
0.00
None
0.00

BOOKING HOLDINGS

SOLE
COM
Shares400.00
TypeSH
Market value$1.2K
2.84%
Sole
400.00
Shared
0.00
None
0.00

AMPHENOL

SOLE
CL A
Shares14.40K
TypeSH
Market value$1.2K
2.78%
Sole
14.40K
Shared
0.00
None
0.00

ULTA BEAUTY

SOLE
COM
Shares3K
TypeSH
Market value$1.2K
2.75%
Sole
3K
Shared
0.00
None
0.00

LINDE

SOLE
SHS
Shares3.10K
TypeSH
Market value$1.2K
2.65%
Sole
3.10K
Shared
0.00
None
0.00

SCHLUMBERGER

SOLE
COM STK
Shares19.20K
TypeSH
Market value$1.1K
2.57%
Sole
19.20K
Shared
0.00
None
0.00

J.B. HUNT TRANSPORTATION

SOLE
COM
Shares5.70K
TypeSH
Market value$1.1K
2.47%
Sole
5.70K
Shared
0.00
None
0.00

ECOLAB

SOLE
COM
Shares6.30K
TypeSH
Market value$1.1K
2.45%
Sole
6.30K
Shared
0.00
None
0.00

DOLLAR TREE

SOLE
COM
Shares10K
TypeSH
Market value$1.1K
2.45%
Sole
10K
Shared
0.00
None
0.00

COGNIZANT

SOLE
CL A
Shares15.50K
TypeSH
Market value$1.1K
2.41%
Sole
15.50K
Shared
0.00
None
0.00

STRYKER

SOLE
COM
Shares3.80K
TypeSH
Market value$1.0K
2.39%
Sole
3.80K
Shared
0.00
None
0.00

FLEETCOR TECHNOLOGIES

SOLE
COM
Shares4K
TypeSH
Market value$1.0K
2.35%
Sole
4K
Shared
0.00
None
0.00

ANALOG DEVICES

SOLE
COM
Shares5.80K
TypeSH
Market value$1.0K
2.33%
Sole
5.80K
Shared
0.00
None
0.00

CONSTELLATION BRANDS

SOLE
CL A
Shares4K
TypeSH
Market value$1.0K
2.31%
Sole
4K
Shared
0.00
None
0.00

GILEAD SCIENCES

SOLE
COM
Shares12.80K
TypeSH
Market value$959.00
2.20%
Sole
12.80K
Shared
0.00
None
0.00

L3HARRIS TECHNOLOGIES

SOLE
COM
Shares5.50K
TypeSH
Market value$958.00
2.20%
Sole
5.50K
Shared
0.00
None
0.00

MEDTRONIC

SOLE
SHS
Shares12K
TypeSH
Market value$940.00
2.16%
Sole
12K
Shared
0.00
None
0.00

NIKE

SOLE
CL B
Shares9.80K
TypeSH
Market value$937.00
2.15%
Sole
9.80K
Shared
0.00
None
0.00

FEDEX

SOLE
COM
Shares3.50K
TypeSH
Market value$927.00
2.13%
Sole
3.50K
Shared
0.00
None
0.00

HENRY SCHEIN

SOLE
COM
Shares12.20K
TypeSH
Market value$906.00
2.08%
Sole
12.20K
Shared
0.00
None
0.00
Page 1 of 2