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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 Q2 2024 · Filed July 19, 2024 · Accession 0001172661-24-002848

Total Value
$2.92B
Positions
323
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (323)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALIBABA GROUP HLDG LTDBBAAY1,587,500$115.2M3.95%
2SHIFT4 PMTS INC82452J1091,413,400$103.7M3.55%
3AKAMAI TECHNOLOGIES INCAKAM962,300$86.7M2.97%
4LIVE NATION ENTERTAINMENT INLYV838,200$78.6M2.69%
5PEABODY ENGR CORP704551AD241,650,000$54.8M1.88%
6MIDDLEBY CORPMIDD426,400$52.3M1.79%
7TRIP COM GROUP LTDTRPCF1,087,800$51.1M1.75%
8SEAGATE TECHNOLOGY HLDNGS PLSE473,000$48.8M1.67%
9AMERICAN AIRLS GROUP INC02376R1024,180,000$47.4M1.62%
10CARNIVAL CORPCUKPF2,010,000$37.6M1.29%
11WESTERN DIGITAL CORP.WDC488,500$37.0M1.27%
12RIVIAN AUTOMOTIVE INCRIVN2,657,700$35.7M1.22%
13INSULET CORPPODD171,400$34.6M1.19%
14PEABODY ENERGY CORPBTU1,551,100$34.3M1.18%
15SCHWAB CHARLES CORPSCHW-PJ433,500$31.9M1.10%
16JPMORGAN CHASE & CO.VYLD146,500$29.6M1.02%
17AMERICAN AIRLINES GROUP INCAAL26,440,000$27.4M0.94%
18WEC ENERGY GROUP INCWEC330,000$25.9M0.89%
19ORMAT TECHNOLOGIES INCORA360,000$25.8M0.89%
20HERBALIFE LTDHLF2,463,100$25.6M0.88%
21WAYFAIR INCW18,000,000$25.0M0.86%
22TARGA RES CORPTRGP192,100$24.7M0.85%
23FLUOR CORP NEWFLR547,200$23.8M0.82%
24GLOBAL PMTS INC37940X102240,000$23.2M0.80%
25HF SINCLAIR CORPDINO433,800$23.1M0.79%
26VISHAY INTERTECHNOLOGY INCVSH996,500$22.2M0.76%
27XEROX HOLDINGS CORPXRXDW1,900,000$22.1M0.76%
28SIBANYE STILLWATER LTDSBYSF5,032,300$21.9M0.75%
29LYONDELLBASELL INDUSTRIES NLYB224,600$21.5M0.74%
30ROSS STORES INCROST147,000$21.4M0.73%
31JPMORGAN CHASE & CO.VYLD104,500$21.1M0.72%
32APPLE INCAAPL100,300$21.1M0.72%
33PG&E CORPPCG-PX1,205,700$21.1M0.72%
34DEVON ENERGY CORP NEW25179M103440,800$20.9M0.72%
35BOYD GAMING CORPBYD378,200$20.8M0.71%
36SCHWAB CHARLES CORPSCHW-PJ280,300$20.7M0.71%
37TETRA TECH INC NEWTTEK100,000$20.4M0.70%
38WINNEBAGO INDS INC974637100375,000$20.3M0.70%
39CHIPOTLE MEXICAN GRILL INCCMG315,000$19.7M0.68%
40RIVIAN AUTOMOTIVE INCRIVN19,700,000$19.3M0.66%
41EOG RES INCEOG152,000$19.1M0.66%
42WAYFAIR INCW346,000$18.2M0.63%
43MASTERCARD INCORPORATEDMA40,100$17.7M0.61%
44NETFLIX INCNFLX26,200$17.7M0.61%
45EQT CORPEQT476,100$17.6M0.60%
46FEDEX CORPFDX57,100$17.1M0.59%
47NORWEGIAN CRUISE LINE HLDG LNCLH900,000$16.9M0.58%
48BEST BUY INCBBY199,600$16.8M0.58%
49UNUM GROUPUNMA325,100$16.6M0.57%
50FREEPORT-MCMORAN INCFCX331,000$16.1M0.55%
51META PLATFORMS INCMETA31,700$16.0M0.55%
52DEVON ENERGY CORP NEW25179M103333,300$15.8M0.54%
53NIO INCNIOIF3,669,100$15.3M0.52%
54ORMAT TECHNOLOGIES INCORA15,200,000$15.1M0.52%
55RANGE RES CORPRRC447,000$15.0M0.51%
56BOSTON SCIENTIFIC CORPBSX191,500$14.7M0.51%
57PRICE T ROWE GROUP INCTROW126,400$14.6M0.50%
58CORNING INCGLW370,500$14.4M0.49%
59ONEOK INC NEWOKE174,000$14.2M0.49%
60NCL CORP LTD62886HAX911,450,000$13.9M0.48%
61ITRON INCITRI140,000$13.9M0.48%
62ALNYLAM PHARMACEUTICALS INCALNY56,300$13.7M0.47%
63SEI INVTS CO784117103208,000$13.5M0.46%
64INTERDIGITAL INCIDCC8,650,000$13.4M0.46%
65FISERV INCFISV90,000$13.4M0.46%
66TENET HEALTHCARE CORPTHC100,500$13.4M0.46%
67HILTON WORLDWIDE HLDGS INCHLT61,000$13.3M0.46%
68MORGAN STANLEYMS-PQ136,800$13.3M0.46%
69ENVESTNET INC29404K106210,000$13.1M0.45%
70LIVE NATION ENTERTAINMENT INLYV140,000$13.1M0.45%
71BUNGE GLOBAL SABG122,500$13.1M0.45%
72DARDEN RESTAURANTS INCDRI84,500$12.8M0.44%
73CONSTELLATION BRANDS INCSTZ49,500$12.7M0.44%
74KRAFT HEINZ COKHC390,000$12.6M0.43%
75TEXAS ROADHOUSE INCTXRH72,600$12.5M0.43%
76BRINKS COBCO121,600$12.5M0.43%
77CSX CORPCSX367,500$12.3M0.42%
78BOYD GAMING CORPBYD216,300$11.9M0.41%
79DIAMONDBACK ENERGY INCFANG58,500$11.7M0.40%
80KOSMOS ENERGY LTDKOS2,113,800$11.7M0.40%
81AKAMAI TECHNOLOGIES INCAKAM127,576$11.5M0.39%
82WYNN RESORTS LTDWYNN125,500$11.2M0.39%
83CONOCOPHILLIPSCOP98,000$11.2M0.38%
84WINGSTOP INCWING26,100$11.0M0.38%
85BLACKLINE INCBL224,600$10.9M0.37%
86NRG ENERGY INCNRG139,500$10.9M0.37%
87ENOVIS CORPORATIONENOV240,200$10.9M0.37%
88CROCS INCCROX74,300$10.8M0.37%
89INTERNATIONAL BUSINESS MACHSINTR62,000$10.7M0.37%
90PRUDENTIAL FINL INCPUKPF87,800$10.3M0.35%
91COMMERCIAL METALS COCMC185,500$10.2M0.35%
92GUESS INC401617105500,000$10.2M0.35%
93DICKS SPORTING GOODS INC25339310247,300$10.2M0.35%
94HP INCHPQ285,600$10.0M0.34%
95ON SEMICONDUCTOR CORPON145,000$9.9M0.34%
96RELIANCE INCRS34,700$9.9M0.34%
97LOWES COS INC54866110743,600$9.6M0.33%
98ABBVIE INCABBV55,500$9.5M0.33%
99INTERDIGITAL INCIDCC80,000$9.3M0.32%
100MANPOWERGROUP INC WISMAN131,500$9.2M0.31%
101MATADOR RES COMTDR153,000$9.1M0.31%
102METLIFE INCMET-PF127,500$8.9M0.31%
103INSULET CORPPODD44,139$8.9M0.31%
104MURPHY OIL CORPMUR213,000$8.8M0.30%
105CLEVELAND-CLIFFS INC NEWCLF569,700$8.8M0.30%
106AUTOMATIC DATA PROCESSING INADP36,700$8.8M0.30%
107LEAR CORPLEA76,600$8.7M0.30%
108TANGER INCSKT320,900$8.7M0.30%
109SPECTRUM BRANDS HLDGS INC NESPB98,000$8.4M0.29%
110SKYWORKS SOLUTIONS INCSWKS75,400$8.0M0.28%
111ADVANCED ENERGY INDS00797310073,600$8.0M0.27%
112STATE STR CORPSTT-PG106,200$7.9M0.27%
113CARDINAL HEALTH INCCAH79,800$7.8M0.27%
114AXON ENTERPRISE INCAXON26,400$7.8M0.27%
115MP MATERIALS CORPMP600,000$7.6M0.26%
116APPLE INCAAPL34,200$7.2M0.25%
117ARCBEST CORPARCB66,700$7.1M0.24%
118TAKE-TWO INTERACTIVE SOFTWARTTWO45,800$7.1M0.24%
119TARGA RES CORPTRGP54,200$7.0M0.24%
120CONMED CORPCNMD100,000$6.9M0.24%
121WOLFSPEED INCWOLF300,000$6.8M0.23%
122COTERRA ENERGY INCCTRA254,400$6.8M0.23%
123WESTERN DIGITAL CORP.WDC89,400$6.8M0.23%
124AUTODESK INCADSK27,100$6.7M0.23%
125CINTAS CORPCTAS9,500$6.7M0.23%
126EOG RES INCEOG51,700$6.5M0.22%
127ROSS STORES INCROST44,100$6.4M0.22%
128HALLIBURTON COHAL189,700$6.4M0.22%
129VIATRIS INCVTRS599,800$6.4M0.22%
130ARK ETF TR00214Q104144,000$6.3M0.22%
131RALPH LAUREN CORPRL35,800$6.3M0.21%
132RYDER SYS INCR50,400$6.2M0.21%
133TD SYNNEX CORPORATIONSNX53,100$6.1M0.21%
134BEST BUY INCBBY72,100$6.1M0.21%
135BRIDGEBIO PHARMA INCBBIO239,200$6.1M0.21%
136MASTERCARD INCORPORATEDMA13,700$6.0M0.21%
137BRIDGEBIO PHARMA INCBBIO236,200$6.0M0.21%
138METLIFE INCMET-PF85,000$6.0M0.20%
139NUCOR CORPNUE37,600$5.9M0.20%
140LYONDELLBASELL INDUSTRIES NLYB61,600$5.9M0.20%
141ADVANCED MICRO DEVICES INCAMD35,900$5.8M0.20%
142HF SINCLAIR CORPDINO105,700$5.6M0.19%
143MARTIN MARIETTA MATLS INC57328410610,000$5.4M0.19%
144CORNING INCGLW138,500$5.4M0.18%
145APA CORPORATIONAPA182,600$5.4M0.18%
146TRACTOR SUPPLY COTSCO19,900$5.4M0.18%
147THOR INDS INC88516010157,200$5.3M0.18%
148TJX COS INC NEW87254010948,200$5.3M0.18%
149SHIFT4 PMTS INC82452J10971,760$5.3M0.18%
150CARMAX INCKMX69,200$5.1M0.17%
151BOSTON SCIENTIFIC CORPBSX65,500$5.0M0.17%
152SEMTECH CORPSMTC168,000$5.0M0.17%
153NETFLIX INCNFLX7,200$4.9M0.17%
154ONEOK INC NEWOKE59,500$4.9M0.17%
155EMERSON ELEC COEMR43,900$4.8M0.17%
156HILTON WORLDWIDE HLDGS INCHLT22,000$4.8M0.16%
157CHIPOTLE MEXICAN GRILL INCCMG75,000$4.7M0.16%
158FISERV INCFISV30,500$4.5M0.16%
159SIGNET JEWELERS LIMITEDSIG50,700$4.5M0.16%
160MARATHON OIL CORPMARA157,400$4.5M0.15%
161BP PLCBPPFF124,830$4.5M0.15%
162CONSTELLATION BRANDS INCSTZ17,500$4.5M0.15%
163DARDEN RESTAURANTS INCDRI29,500$4.5M0.15%
164BUNGE GLOBAL SABG41,500$4.4M0.15%
165TENET HEALTHCARE CORPTHC33,300$4.4M0.15%
166FEDEX CORPFDX14,700$4.4M0.15%
167CSX CORPCSX131,500$4.4M0.15%
168KRAFT HEINZ COKHC134,500$4.3M0.15%
169BRINKS COBCO42,300$4.3M0.15%
170UNITEDHEALTH GROUP INCUNH8,500$4.3M0.15%
171CINTAS CORPCTAS6,100$4.3M0.15%
172SEI INVTS CO78411710365,300$4.2M0.14%
173BP PLCBPPFF116,100$4.2M0.14%
174SELECT SECTOR SPDR TR81369Y50645,863$4.2M0.14%
175TEXAS ROADHOUSE INCTXRH24,300$4.2M0.14%
176META PLATFORMS INCMETA8,200$4.1M0.14%
177RYDER SYS INCR33,300$4.1M0.14%
178DIAMONDBACK ENERGY INCFANG20,000$4.0M0.14%
179EQT CORPEQT107,800$4.0M0.14%
180TD SYNNEX CORPORATIONSNX33,800$3.9M0.13%
181WINNEBAGO INDS INC97463710071,722$3.9M0.13%
182PRICE T ROWE GROUP INCTROW33,200$3.8M0.13%
183CONOCOPHILLIPSCOP33,000$3.8M0.13%
184CHEMOURS COCC166,100$3.7M0.13%
185CROCS INCCROX25,300$3.7M0.13%
186PG&E CORPPCG-PX210,600$3.7M0.13%
187INTERNATIONAL BUSINESS MACHSINTR21,200$3.7M0.13%
188COMMERCIAL METALS COCMC64,400$3.5M0.12%
189DICKS SPORTING GOODS INC25339310216,200$3.5M0.12%
190CISCO SYS INCCSCO72,800$3.5M0.12%
191MARTIN MARIETTA MATLS INC5732841066,300$3.4M0.12%
192MORGAN STANLEYMS-PQ34,700$3.4M0.12%
193RELIANCE INCRS11,700$3.3M0.11%
194FREEPORT-MCMORAN INCFCX68,300$3.3M0.11%
195MANPOWERGROUP INC WISMAN45,900$3.2M0.11%
196RHRH13,100$3.2M0.11%
197UNUM GROUPUNMA62,200$3.2M0.11%
198HF SINCLAIR CORPDINO58,594$3.1M0.11%
199MURPHY OIL CORPMUR75,600$3.1M0.11%
200MATADOR RES COMTDR51,800$3.1M0.11%
201LEAR CORPLEA26,600$3.0M0.10%
202AUTOMATIC DATA PROCESSING INADP12,500$3.0M0.10%
203KRAFT HEINZ COKHC91,013$2.9M0.10%
204RANGE RES CORPRRC87,100$2.9M0.10%
205ALNYLAM PHARMACEUTICALS INCALNY11,848$2.9M0.10%
206WYNN RESORTS LTDWYNN31,000$2.8M0.10%
207CONOCOPHILLIPSCOP24,237$2.8M0.10%
208LEAR CORPLEA23,870$2.7M0.09%
209WAYFAIR INCW49,924$2.6M0.09%
210CLEVELAND-CLIFFS INC NEWCLF167,800$2.6M0.09%
211EOG RES INCEOG20,434$2.6M0.09%
212HUMANA INCHUM6,800$2.5M0.09%
213LYONDELLBASELL INDUSTRIES NLYB26,372$2.5M0.09%
214WINNEBAGO INDS INC97463710042,700$2.3M0.08%
215ONEOK INC NEWOKE26,668$2.2M0.07%
216RALPH LAUREN CORPRL12,400$2.2M0.07%
217WINGSTOP INCWING5,100$2.2M0.07%
218NRG ENERGY INCNRG27,300$2.1M0.07%
219RELIANCE INCRS7,329$2.1M0.07%
220ADVANCED MICRO DEVICES INCAMD12,800$2.1M0.07%
221MANPOWERGROUP INC WISMAN29,729$2.1M0.07%
222HP INCHPQ59,100$2.1M0.07%
223MURPHY OIL CORPMUR48,788$2.0M0.07%
224PG&E CORPPCG-PX113,943$2.0M0.07%
225SERVICENOW INCNOW2,511$2.0M0.07%
226VIATRIS INCVTRS182,800$1.9M0.07%
227PRUDENTIAL FINL INCPUKPF16,500$1.9M0.07%
228HUMANA INCHUM5,100$1.9M0.07%
229ABBVIE INCABBV11,100$1.9M0.07%
230LOWES COS INC5486611078,500$1.9M0.06%
231TJX COS INC NEW87254010916,900$1.9M0.06%
232DEVON ENERGY CORP NEW25179M10338,989$1.8M0.06%
233FLUOR CORP NEWFLR42,392$1.8M0.06%
234CARMAX INCKMX24,000$1.8M0.06%
235TRACTOR SUPPLY COTSCO6,500$1.8M0.06%
236CHEMOURS COCC76,971$1.7M0.06%
237NUCOR CORPNUE10,906$1.7M0.06%
238EMERSON ELEC COEMR15,300$1.7M0.06%
239SKYWORKS SOLUTIONS INCSWKS15,800$1.7M0.06%
240MARTIN MARIETTA MATLS INC5732841063,063$1.7M0.06%
241DARDEN RESTAURANTS INCDRI10,916$1.7M0.06%
242VIRGIN GALACTIC HOLDINGS INCSPCE3,869,400$1.6M0.06%
243TANGER INCSKT59,600$1.6M0.06%
244SIGNET JEWELERS LIMITEDSIG17,800$1.6M0.05%
245CARDINAL HEALTH INCCAH16,200$1.6M0.05%
246AXON ENTERPRISE INCAXON5,400$1.6M0.05%
247COTERRA ENERGY INCCTRA57,300$1.5M0.05%
248UNITEDHEALTH GROUP INCUNH3,000$1.5M0.05%
249CSX CORPCSX45,416$1.5M0.05%
250MATADOR RES COMTDR25,049$1.5M0.05%
251ITRON INCITRI15,045$1.5M0.05%
252MARATHON OIL CORPMARA51,700$1.5M0.05%
253CONFLUENT INC20717M10350,000$1.5M0.05%
254STATE STR CORPSTT-PG19,800$1.5M0.05%
255NEUROCRINE BIOSCIENCES INCNBIX10,457$1.4M0.05%
256CHEMOURS COCC63,000$1.4M0.05%
257BP PLCBPPFF39,300$1.4M0.05%
258ARCBEST CORPARCB13,000$1.4M0.05%
259TAKE-TWO INTERACTIVE SOFTWARTTWO8,700$1.4M0.05%
260WYNN RESORTS LTDWYNN15,048$1.3M0.05%
261ON SEMICONDUCTOR CORPON19,524$1.3M0.05%
262AUTODESK INCADSK5,400$1.3M0.05%
263SEI INVTS CO78411710320,247$1.3M0.04%
264AUTOMATIC DATA PROCESSING INADP5,431$1.3M0.04%
265CLEVELAND-CLIFFS INC NEWCLF84,081$1.3M0.04%
266CISCO SYS INCCSCO26,800$1.3M0.04%
267ARK ETF TR00214Q10428,200$1.2M0.04%
268HALLIBURTON COHAL36,500$1.2M0.04%
269CISCO SYS INCCSCO25,870$1.2M0.04%
270SIMON PPTY GROUP INC NEW8288061098,047$1.2M0.04%
271BRIDGEBIO PHARMA INCBBIO48,177$1.2M0.04%
272CDW CORPCDW5,418$1.2M0.04%
273THOR INDS INC88516010112,281$1.1M0.04%
274NUCOR CORPNUE7,200$1.1M0.04%
275HERBALIFE LTDHLF108,704$1.1M0.04%
276RHRH4,600$1.1M0.04%
277THOR INDS INC88516010111,700$1.1M0.04%
278APA CORPORATIONAPA36,600$1.1M0.04%
279EQT CORPEQT28,103$1.0M0.04%
280MASTERCARD INCORPORATEDMA2,310$1.0M0.03%
281DIAMONDBACK ENERGY INCFANG5,040$1.0M0.03%
282VIATRIS INCVTRS87,324$928,2540.03%
283FISERV INCFISV6,212$925,8360.03%
284RHRH3,721$909,5610.03%
285KOSMOS ENERGY LTDKOS162,055$897,7850.03%
286CONSTELLATION BRANDS INCSTZ3,461$890,4460.03%
287APA CORPORATIONAPA29,894$880,0790.03%
288CARMAX INCKMX11,400$836,0760.03%
289HUMANA INCHUM2,196$820,5350.03%
290ARCBEST CORPARCB7,614$815,3070.03%
291ARK ETF TR00214Q10416,743$735,8550.03%
292CARDINAL HEALTH INCCAH7,371$724,7170.02%
293HALLIBURTON COHAL21,434$724,0410.02%
294BUNGE GLOBAL SABG6,441$687,7060.02%
295TANGER INCSKT24,658$668,4780.02%
296WOLFSPEED INCWOLF28,916$658,1280.02%
297SUPER MICRO COMPUTER INCSMCI796$652,2030.02%
298RANGE RES CORPRRC19,134$641,5630.02%
299COMMERCIAL METALS COCMC11,342$623,6970.02%
300TAKE-TWO INTERACTIVE SOFTWARTTWO3,985$619,6280.02%
301AUTODESK INCADSK2,490$616,1510.02%
302STATE STR CORPSTT-PG7,041$521,0340.02%
303ENOVIS CORPORATIONENOV10,683$482,8720.02%
304CORNING INCGLW11,000$427,3500.01%
305PRICE T ROWE GROUP INCTROW3,549$409,2350.01%
306LOWES COS INC5486611071,856$409,1740.01%
307SKYWORKS SOLUTIONS INCSWKS3,715$395,9450.01%
308NORWEGIAN CRUISE LINE HLDG LNCLH20,104$377,7540.01%
309BLACKROCK INCBLK465$366,1040.01%
310MP MATERIALS CORPMP27,790$353,7670.01%
311TARGA RES CORPTRGP2,561$329,8060.01%
312ABBVIE INCABBV1,828$313,5390.01%
313MARATHON OIL CORPMARA10,788$309,2920.01%
314XEROX HOLDINGS CORPXRXDW25,935$301,3650.01%
315TD SYNNEX CORPORATIONSNX2,433$280,7680.01%
316FEDEX CORPFDX895$268,3570.01%
317VISHAY INTERTECHNOLOGY INCVSH11,642$259,6170.01%
318VOYA FINANCIAL INCVOYA-PB3,503$249,2380.01%
319UNITEDHEALTH GROUP INCUNH459$233,7500.01%
320BEST BUY INCBBY2,684$226,2340.01%
321ROSS STORES INCROST1,452$211,0050.01%
322WEC ENERGY GROUP INCWEC2,629$206,2710.01%
323SIBANYE STILLWATER LTDSBYSF30,568$132,9710.00%