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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Portman Square Capital LLP

Quarter ended Q1 2023 · Filed February 23, 2023 · Accession 0001172661-23-001509

Total Value
$1.36B
Positions
302
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (302)

#IssuerTicker / CUSIPSharesValue% of Filing
1PURE STORAGE INC74624M1023,044,800$81.5M6.01%
2MIDDLEBY CORPMIDD408,200$54.7M4.03%
3MARRIOTT VACATIONS WORLDWIDEVAC388,900$52.3M3.86%
4AKAMAI TECHNOLOGIES INCAKAM503,700$42.5M3.13%
5AMERICAN AIRLS GROUP INC02376R1022,879,500$36.6M2.70%
6DISH NETWORK CORPORATION25470M1092,439,200$34.2M2.52%
7OKTA INCOKTA427,200$29.2M2.15%
8CIGNA CORP NEW12552310084,800$28.1M2.07%
9HERBALIFE NUTRITION LTDHLF1,758,200$26.2M1.93%
10MATCH GROUP INC NEWMTCH598,800$24.8M1.83%
11KEYCORP4932671081,339,300$23.3M1.72%
12INSULET CORPPODD74,904$22.1M1.63%
13CARNIVAL CORPCUKPF2,613,900$21.1M1.55%
14CENTENE CORP DELCNC247,400$20.3M1.50%
15ENVESTNET INC29404K106300,000$18.5M1.36%
16LYONDELLBASELL INDUSTRIES NLYB220,700$18.3M1.35%
17DOLLAR TREE INCDLTR120,000$17.0M1.25%
18REALTY INCOME CORPO258,200$16.4M1.21%
19WAYFAIR INCW478,700$15.7M1.16%
20AKAMAI TECHNOLOGIES INCAKAM186,700$15.7M1.16%
21INSULET CORPPODD52,200$15.4M1.13%
22NEXTERA ENERGY PARTNERS LPNEE-PW217,200$15.2M1.12%
23VENTAS INCVTR330,400$14.9M1.10%
24SALESFORCE INCCRM110,700$14.7M1.08%
25AMERICAN AIRLINES GROUP INCAAL13,500,000$14.3M1.05%
26ZTO EXPRESS CAYMAN INCZTOEF500,000$13.4M0.99%
27MIDDLEBY CORPMIDD92,396$12.4M0.91%
28VISHAY INTERTECHNOLOGY INCVSH561,100$12.1M0.89%
29CERIDIAN HCM HLDG INC15677J108185,900$11.9M0.88%
30FORD MTR CO DEL3453708601,015,000$11.8M0.87%
31FIRSTENERGY CORPFE255,600$10.7M0.79%
32DEERE & CODE24,100$10.3M0.76%
33MATCH GROUP INC NEWMTCH241,700$10.0M0.74%
34KIMBERLY-CLARK CORPKMB72,500$9.8M0.73%
35VIRGIN GALACTIC HOLDINGS INCSPCE2,765,700$9.6M0.71%
36MICRON TECHNOLOGY INCMU189,400$9.5M0.70%
37RAYTHEON TECHNOLOGIES CORPRTX92,000$9.3M0.68%
38LYFT INCLYFT839,300$9.2M0.68%
39ULTA BEAUTY INCULTA18,900$8.9M0.65%
40AMGEN INCAMGN32,900$8.6M0.64%
41ORMAT TECHNOLOGIES INCORA95,000$8.2M0.61%
42CONMED CORPCNMD91,000$8.1M0.59%
43CISCO SYS INCCSCO167,700$8.0M0.59%
44KELLOGG COBEKE111,300$7.9M0.58%
45LYFT INCLYFT689,800$7.6M0.56%
46MORGAN STANLEYMS-PQ88,300$7.5M0.55%
47MERCK & CO INCMRK67,100$7.4M0.55%
48CERIDIAN HCM HLDG INC15677J108114,061$7.3M0.54%
49PRUDENTIAL FINL INCPUKPF73,400$7.3M0.54%
50ALNYLAM PHARMACEUTICALS INCALNY30,000$7.1M0.53%
51OKTA INCOKTA97,035$6.6M0.49%
52FIRST SOLAR INCFSLR43,900$6.6M0.48%
53CIGNA CORP NEW12552310019,400$6.4M0.47%
54DISH NETWORK CORPORATION25470MAB510,000,000$6.3M0.46%
55HESS CORPHESM44,300$6.3M0.46%
56HUMANA INCHUM12,200$6.2M0.46%
57OKTA INCOKTA90,400$6.2M0.46%
58REALTY INCOME CORPO92,600$5.9M0.43%
59KEYCORP493267108334,500$5.8M0.43%
60ADOBE SYSTEMS INCORPORATEDADBE17,200$5.8M0.43%
61INSULET CORPPODD19,000$5.6M0.41%
62SOLAREDGE TECHNOLOGIES INCSEDG19,100$5.4M0.40%
63REALTY INCOME CORPO84,700$5.4M0.40%
64CENTENE CORP DELCNC63,400$5.2M0.38%
65CLEVELAND-CLIFFS INC NEWCLF319,200$5.1M0.38%
66AMERISOURCEBERGEN CORPCOR29,700$4.9M0.36%
67MARRIOTT VACATIONS WORLDWIDEVAC36,430$4.9M0.36%
68LUMINAR TECHNOLOGIES INCLAZRQ965,200$4.8M0.35%
69EDISON INTL28102010773,500$4.7M0.34%
70MICROSOFT CORPMSFT19,400$4.7M0.34%
71LYONDELLBASELL INDUSTRIES NLYB55,800$4.6M0.34%
72METLIFE INCMET-PF62,400$4.5M0.33%
73METLIFE INCMET-PF62,400$4.5M0.33%
74OMEGA HEALTHCARE INVS INC681936100160,100$4.5M0.33%
75AMERICAN AIRLS GROUP INC02376R102343,342$4.4M0.32%
76STMICROELECTRONICS N VSTMEF122,300$4.4M0.32%
77PALO ALTO NETWORKS INCPANW30,000$4.2M0.31%
78MICROSOFT CORPMSFT17,433$4.2M0.31%
79WYNN RESORTS LTDWYNN49,800$4.1M0.30%
80WALGREENS BOOTS ALLIANCE INC931427108109,600$4.1M0.30%
81NISOURCE INCNI145,300$4.0M0.29%
82SALESFORCE INCCRM30,000$4.0M0.29%
83BOSTON SCIENTIFIC CORPBSX84,900$3.9M0.29%
84BROADCOM INCAVGO7,000$3.9M0.29%
85DOLLAR TREE INCDLTR27,500$3.9M0.29%
86VENTAS INCVTR85,000$3.8M0.28%
87ENTERPRISE PRODS PARTNERS L293792107156,600$3.8M0.28%
88ALLSTATE CORPALL-PJ27,500$3.7M0.27%
89UNITED STATES STL CORP NEWUNTCW146,700$3.7M0.27%
90UNITED STATES STL CORP NEWUNTCW146,700$3.7M0.27%
91CIGNA CORP NEW12552310010,888$3.6M0.27%
92HERBALIFE NUTRITION LTDHLF232,131$3.5M0.25%
93SOLAREDGE TECHNOLOGIES INCSEDG12,139$3.4M0.25%
94KEYCORP493267108193,935$3.4M0.25%
95ADVANCE AUTO PARTS INCAAP22,100$3.2M0.24%
96DEERE & CODE7,500$3.2M0.24%
97BOEING COBA-PA16,700$3.2M0.23%
98FEDEX CORPFDX17,600$3.0M0.22%
99AT&T INCT-PC154,700$2.8M0.21%
100FIRSTENERGY CORPFE67,200$2.8M0.21%
101CENTENE CORP DELCNC34,046$2.8M0.21%
102APPLIED MATLS INC03822210527,700$2.7M0.20%
103CISCO SYS INCCSCO55,978$2.7M0.20%
104BLOCK H & R INCBSQKZ72,500$2.6M0.20%
105ADVANCED MICRO DEVICES INCAMD40,700$2.6M0.19%
106LYONDELLBASELL INDUSTRIES NLYB30,781$2.6M0.19%
107SUNNOVA ENERGY INTL INC.86745K104141,500$2.5M0.19%
108OMEGA HEALTHCARE INVS INC68193610087,700$2.5M0.18%
109CISCO SYS INCCSCO49,900$2.4M0.18%
110MICRON TECHNOLOGY INCMU47,100$2.4M0.17%
111JOHNSON & JOHNSONJNJ13,200$2.3M0.17%
112PEPSICO INCPEP12,400$2.2M0.17%
113KIMBERLY-CLARK CORPKMB16,500$2.2M0.17%
114AMGEN INCAMGN8,400$2.2M0.16%
115SUNNOVA ENERGY INTL INC.86745K104121,600$2.2M0.16%
116PRUDENTIAL FINL INCPUKPF22,000$2.2M0.16%
117ENVESTNET INC29404K10635,071$2.2M0.16%
118DOLLAR TREE INCDLTR15,006$2.1M0.16%
119ULTA BEAUTY INCULTA4,500$2.1M0.16%
120BLOCK H & R INCBSQKZ56,500$2.1M0.15%
121VENTAS INCVTR45,700$2.1M0.15%
122RAYTHEON TECHNOLOGIES CORPRTX19,400$2.0M0.14%
123TEXAS ROADHOUSE INCTXRH21,500$2.0M0.14%
124KELLOGG COBEKE27,300$1.9M0.14%
125APPLIED MATLS INC03822210519,700$1.9M0.14%
126FIRST SOLAR INCFSLR12,714$1.9M0.14%
127AMERICAN INTL GROUP INC02687478430,000$1.9M0.14%
128LYFT INCLYFT170,948$1.9M0.14%
129MORGAN STANLEYMS-PQ21,900$1.9M0.14%
130AT&T INCT-PC100,400$1.8M0.14%
131NISOURCE INCNI67,300$1.8M0.14%
132MORGAN STANLEYMS-PQ21,082$1.8M0.13%
133MERCK & CO INCMRK15,900$1.8M0.13%
134SEAGATE TECHNOLOGY HLDNGS PLSE33,300$1.8M0.13%
135SEAGATE TECHNOLOGY HLDNGS PLSE33,300$1.8M0.13%
136SALESFORCE INCCRM13,082$1.7M0.13%
137FORD MTR CO DEL345370860147,484$1.7M0.13%
138WYNN RESORTS LTDWYNN20,734$1.7M0.13%
139VISHAY INTERTECHNOLOGY INCVSH77,954$1.7M0.12%
140BOSTON SCIENTIFIC CORPBSX36,000$1.7M0.12%
141ORMAT TECHNOLOGIES INCORA19,258$1.7M0.12%
142MCDONALDS CORPMCD6,300$1.7M0.12%
143S&P GLOBAL INCSPGI4,900$1.6M0.12%
144EASTMAN CHEM COEMN20,000$1.6M0.12%
145EASTMAN CHEM COEMN20,000$1.6M0.12%
146STARBUCKS CORPSBUX16,400$1.6M0.12%
147MICROSOFT CORPMSFT6,700$1.6M0.12%
148FTI CONSULTING INCFCN10,100$1.6M0.12%
149ADVANCE AUTO PARTS INCAAP10,900$1.6M0.12%
150HESS CORPHESM11,300$1.6M0.12%
151FEDEX CORPFDX9,200$1.6M0.12%
152HUMANA INCHUM3,000$1.5M0.11%
153NEXTERA ENERGY PARTNERS LPNEE-PW21,794$1.5M0.11%
154BROADCOM INCAVGO2,731$1.5M0.11%
155BOEING COBA-PA8,000$1.5M0.11%
156MARATHON OIL CORPMARA56,200$1.5M0.11%
157WELLS FARGO CO NEW94974610136,300$1.5M0.11%
158WELLS FARGO CO NEW94974610136,300$1.5M0.11%
159ALLSTATE CORPALL-PJ10,900$1.5M0.11%
160FIRSTENERGY CORPFE35,148$1.5M0.11%
161EDISON INTL28102010722,900$1.5M0.11%
162SOLAREDGE TECHNOLOGIES INCSEDG5,000$1.4M0.10%
163DOLLAR GEN CORP NEW2566771055,700$1.4M0.10%
164GENERAL MLS INC37033410416,700$1.4M0.10%
165MICRON TECHNOLOGY INCMU27,836$1.4M0.10%
166CVS HEALTH CORPCVS14,900$1.4M0.10%
167CHIPOTLE MEXICAN GRILL INCCMG1,000$1.4M0.10%
168CHIPOTLE MEXICAN GRILL INCCMG1,000$1.4M0.10%
169TAKE-TWO INTERACTIVE SOFTWARTTWO13,300$1.4M0.10%
170TAKE-TWO INTERACTIVE SOFTWARTTWO13,300$1.4M0.10%
171KIMBERLY-CLARK CORPKMB10,148$1.4M0.10%
172CARNIVAL CORPCUKPF168,352$1.4M0.10%
173PPL CORPPPLC46,000$1.3M0.10%
174ABBVIE INCABBV8,200$1.3M0.10%
175KEYSIGHT TECHNOLOGIES INCKEYS7,700$1.3M0.10%
176ADOBE SYSTEMS INCORPORATEDADBE3,900$1.3M0.10%
177GOLDMAN SACHS GROUP INCGSCE3,819$1.3M0.10%
178CLEVELAND-CLIFFS INC NEWCLF80,600$1.3M0.10%
179AXON ENTERPRISE INCAXON7,800$1.3M0.10%
180MATCH GROUP INC NEWMTCH31,132$1.3M0.10%
181DEERE & CODE2,914$1.2M0.09%
182ELEVANCE HEALTH INCELV2,400$1.2M0.09%
183STMICROELECTRONICS N VSTMEF33,700$1.2M0.09%
184WALGREENS BOOTS ALLIANCE INC93142710831,800$1.2M0.09%
185PRUDENTIAL FINL INCPUKPF11,928$1.2M0.09%
186AMERISOURCEBERGEN CORPCOR7,100$1.2M0.09%
187ULTA BEAUTY INCULTA2,464$1.2M0.09%
188ENTERPRISE PRODS PARTNERS L29379210747,600$1.1M0.08%
189WAYFAIR INCW34,625$1.1M0.08%
190IQIYI INCIQ213,400$1.1M0.08%
191DOLLAR GEN CORP NEW2566771054,591$1.1M0.08%
192CVS HEALTH CORPCVS12,079$1.1M0.08%
193EASTMAN CHEM COEMN13,299$1.1M0.08%
194PPL CORPPPLC37,000$1.1M0.08%
195CONMED CORPCNMD12,092$1.1M0.08%
196KELLOGG COBEKE14,454$1.0M0.08%
197AMGEN INCAMGN3,750$984,9000.07%
198CONFLUENT INC20717M10344,000$978,5600.07%
199ADVANCED MICRO DEVICES INCAMD14,968$969,4770.07%
200CVS HEALTH CORPCVS10,400$969,1760.07%
201VERISIGN INCVRSN4,600$945,0240.07%
202MERCK & CO INCMRK8,418$933,9770.07%
203AEROVIRONMENT INCAVAV10,800$925,1280.07%
204RAYTHEON TECHNOLOGIES CORPRTX9,000$908,2800.07%
205VIATRIS INCVTRS79,700$887,0610.07%
206HESS CORPHESM6,215$881,4110.06%
207LUMEN TECHNOLOGIES INCLUMN164,752$860,0050.06%
208ZTO EXPRESS CAYMAN INCZTOEF31,600$849,0920.06%
209OMEGA HEALTHCARE INVS INC68193610030,200$844,0900.06%
210GUARDANT HEALTH INCGH31,000$843,2000.06%
211GENERAL ELECTRIC CO3696043019,900$829,5210.06%
212BLOCK H & R INCBSQKZ22,567$823,9210.06%
213GEN DIGITAL INCGENVR38,400$822,9120.06%
214XPO INCXPO24,700$822,2630.06%
215XPO INCXPO24,700$822,2630.06%
216HUMANA INCHUM1,596$817,4550.06%
217AMERICAN INTL GROUP INC02687478412,735$805,3610.06%
218COMCAST CORP NEWCCZ22,900$800,8130.06%
219SUNNOVA ENERGY INTL INC.86745K10444,251$796,9610.06%
220EDISON INTL28102010712,496$794,9960.06%
221NISOURCE INCNI28,516$781,9090.06%
222GEN DIGITAL INCGENVR36,100$773,6230.06%
223GEN DIGITAL INCGENVR36,100$773,6230.06%
224STMICROELECTRONICS N VSTMEF21,582$767,6720.06%
225ADOBE SYSTEMS INCORPORATEDADBE2,262$761,2310.06%
226WILLIAMS COS INC96945710023,100$759,9900.06%
227BEST BUY INCBBY9,300$745,9530.05%
228TEXAS ROADHOUSE INCTXRH8,170$743,0620.05%
229ELEVANCE HEALTH INCELV1,400$718,1580.05%
230S&P GLOBAL INCSPGI2,140$716,7720.05%
231WALGREENS BOOTS ALLIANCE INC93142710818,904$706,2530.05%
232FEDEX CORPFDX4,000$692,8000.05%
233UNUM GROUPUNMA16,800$689,3040.05%
234M & T BK CORP55261F1044,700$681,7820.05%
235T-MOBILE US INCTMUSZ4,843$678,0200.05%
236VERISIGN INCVRSN3,278$673,4320.05%
237AMERISOURCEBERGEN CORPCOR4,000$662,8400.05%
238CLEVELAND-CLIFFS INC NEWCLF40,650$654,8720.05%
239GENERAL MLS INC3703341047,731$648,2440.05%
240FACTSET RESH SYS INC3030751051,600$641,9360.05%
241FLUOR CORP NEWFLR18,400$637,7440.05%
242LAM RESEARCH CORPLRCX1,500$630,4500.05%
243FTI CONSULTING INCFCN3,939$625,5130.05%
244AECOMACM7,200$611,4960.05%
245VIATRIS INCVTRS54,873$610,7360.05%
246MARATHON OIL CORPMARA22,188$600,6290.04%
247JOHNSON & JOHNSONJNJ3,265$576,7620.04%
248M & T BK CORP55261F1043,929$569,9410.04%
249BROADCOM INCAVGO1,000$559,1300.04%
250APPLIED MATLS INC0382221055,697$554,7740.04%
251SEAGATE TECHNOLOGY HLDNGS PLSE10,500$552,4050.04%
252AKAMAI TECHNOLOGIES INCAKAM6,267$528,3080.04%
253GENERAL MLS INC3703341046,300$528,2550.04%
254PEPSICO INCPEP2,860$516,6880.04%
255DUPONT DE NEMOURS INCDD7,500$514,7250.04%
256AXON ENTERPRISE INCAXON3,066$508,7410.04%
257CHARTER COMMUNICATIONS INC N16119P1081,500$508,6500.04%
258STARBUCKS CORPSBUX5,072$503,1420.04%
259WILLIAMS COS INC96945710014,549$478,6620.04%
260FACTSET RESH SYS INC3030751051,175$471,4220.03%
261WABTEC9297401084,700$469,1070.03%
262WABTEC9297401084,620$461,1220.03%
263ALLSTATE CORPALL-PJ3,300$447,4800.03%
264COSTAR GROUP INCCSGP5,700$440,4960.03%
265AEROVIRONMENT INCAVAV5,114$438,0650.03%
266DARDEN RESTAURANTS INCDRI3,100$428,8230.03%
267RXO INCRXO24,700$424,8400.03%
268KEYSIGHT TECHNOLOGIES INCKEYS2,478$423,9110.03%
269KROGER COKR9,500$423,5100.03%
270UNUM GROUPUNMA10,150$416,4550.03%
271AECOMACM4,844$411,4010.03%
272AT&T INCT-PC22,218$409,0330.03%
273HCA HEALTHCARE INCHCA1,700$407,9320.03%
274JOHNSON & JOHNSONJNJ2,300$406,2950.03%
275KRAFT HEINZ COKHC9,400$382,6740.03%
276SAREPTA THERAPEUTICS INCSRPT2,900$375,7820.03%
277WILLIAMS COS INC96945710011,400$375,0600.03%
278XPO INCXPO11,000$366,1900.03%
279AECOMACM4,300$365,1990.03%
280BLOCK INCBSQKZ5,800$364,4720.03%
281PEPSICO INCPEP2,000$361,3200.03%
282ITT INCITT4,317$350,1090.03%
283COGNIZANT TECHNOLOGY SOLUTIOCTSH6,100$348,8590.03%
284UNUM GROUPUNMA8,400$344,6520.03%
285KEYSIGHT TECHNOLOGIES INCKEYS2,000$342,1400.03%
286ITT INCITT4,200$340,6200.03%
287DEVON ENERGY CORP NEW25179M1035,500$338,3050.02%
288STARBUCKS CORPSBUX3,400$337,2800.02%
289PPL CORPPPLC11,500$336,0300.02%
290PURE STORAGE INC74624M10212,116$324,2240.02%
291FACTSET RESH SYS INC303075105800$320,9680.02%
292MARATHON OIL CORPMARA11,800$319,4260.02%
293AEROVIRONMENT INCAVAV3,700$316,9420.02%
294ITT INCITT3,900$316,2900.02%
295DISH NETWORK CORPORATION25470M10921,521$302,1550.02%
296AXON ENTERPRISE INCAXON1,800$298,6740.02%
297ERICSSON29482160848,000$280,3200.02%
298LITHIA MTRS INC5367971031,356$277,6270.02%
299WINNEBAGO INDS INC9746371004,700$247,6900.02%
300FLUOR CORP NEWFLR7,139$247,4380.02%
301IQIYI INCIQ41,826$221,6780.02%
302SCHWAB CHARLES CORPSCHW-PJ2,500$208,1500.02%