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Portfolio (Quarterly) Guide ↗

Park Place Capital Corp

· CIK 0001965810
13F Portfolio $629M AUM 2,370 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 284 New 223 Added 183 Reduced 40 Exited
Page 10 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MAREX GROUP LTD ORD 331.0 $20K 0.00% +10.0 +3.1% $60.95
182 D DOMINION ENERGY INC COM Utilities 293.0 $20K 0.00% +133.0 +83.1% $68.29 -2.5%
183 GLOB GLOBANT S A COM Technology 676.0 $20K 0.00% +432.0 +177.1% $28.94 +36.9%
184 CAH CARDINAL HEALTH INC COM Healthcare 81.0 $19K 0.00% +27.0 +50.0% $237.56 -3.4%
185 EMR EMERSON ELEC CO COM Industrials 134.0 $19K 0.00% +33.0 +32.7% $143.15 +9.8%
186 UFPI UFP INDUSTRIES INC COM Basic Materials 206.0 $19K 0.00% +133.0 +182.2% $90.74 -2.1%
187 OXY OCCIDENTAL PETE CORP COM Energy 372.0 $18K 0.00% +179.0 +92.8% $48.57 +26.2%
188 HBM HUDBAY MINERALS INC COM Basic Materials 750.0 $18K 0.00% +89.0 +13.5% $23.61 +27.3%
189 AME AMETEK INC COM Industrials 73.0 $18K 0.00% +18.0 +32.7% $241.95 -1.0%
190 CSGP COSTAR GROUP INC COM Real Estate 588.0 $17K 0.00% +43.0 +7.9% $28.32 +13.9%
191 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 52.0 $17K 0.00% +3.0 +6.1% $317.54 -8.0%
192 HWM HOWMET AEROSPACE INC COM Industrials 60.0 $16K 0.00% +15.0 +33.3% $268.87 +1.0%
193 NTES NETEASE COM INC SPONSORED ADS Technology 124.0 $16K 0.00% +51.0 +69.9% $128.14 +0.0%
194 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 34.0 $16K 0.00% +27.0 +385.7% $459.12 +16.2%
195 PSO PEARSON PLC SPONSORED ADR Communication Services 982.0 $16K 0.00% +284.0 +40.7% $15.89 +2.5%
196 EW EDWARDS LIFESCIENCES CORP COM Healthcare 172.0 $16K 0.00% +80.0 +87.0% $90.46 -0.7%
197 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 579.0 $15K 0.00% +240.0 +70.8% $26.66 +7.1%
198 ITT ITT INC COM Industrials 77.0 $15K 0.00% +10.0 +14.9% $197.77 +5.2%
199 ALV AUTOLIV INC COM Consumer Cyclical 131.0 $15K 0.00% +26.0 +24.8% $116.17 +7.9%
200 MPC MARATHON PETE CORP COM Energy 59.0 $15K 0.00% +46.0 +353.9% $255.68 +41.1%
Page 10 of 12  ·  223 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.2%
Financial Services 20.1%
Industrials 11.0%
Healthcare 9.6%
Consumer Cyclical 6.6%
Communication Services 5.7%
Consumer Defensive 5.7%
Energy 4.4%
Utilities 2.1%
Real Estate 2.0%