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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 Q3 2024 · Filed October 16, 2024 · Accession 0001172661-24-004266

Total Value
$2.69B
Positions
306
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (306)

#IssuerTicker / CUSIPSharesValue% of Filing
1AKAMAI TECHNOLOGIES INCAKAM1,060,000$107.0M3.98%
2LIVE NATION ENTERTAINMENT INLYV888,300$97.3M3.62%
3MIDDLEBY CORPMIDD528,500$73.5M2.74%
4SEAGATE HDD CAYMANSE46,000,000$66.3M2.47%
5CARNIVAL CORPCUKPF3,110,700$57.5M2.14%
6HEWLETT PACKARD ENTERPRISE CHPE-PC840,000$50.9M1.90%
7SEAGATE TECHNOLOGY HLDNGS PLSE461,400$50.5M1.88%
8WESTERN DIGITAL CORP.WDC728,500$49.7M1.85%
9INSULET CORPPODD171,400$39.9M1.49%
10ALIBABA GROUP HLDG LTDBBAAY337,500$36.0M1.34%
11WEC ENERGY GROUP INCWEC330,000$31.7M1.18%
12TARGA RES CORPTRGP192,100$28.4M1.06%
13FLUOR CORP NEWFLR547,200$26.1M0.97%
14PEABODY ENERGY CORPBTU941,100$25.0M0.93%
15XEROX HOLDINGS CORPXRXDW2,400,000$24.9M0.93%
16GLOBAL PMTS INC37940X102240,000$24.6M0.92%
17BOYD GAMING CORPBYD378,200$24.5M0.91%
18UGI CORP NEW902681105958,000$24.0M0.89%
19PG&E CORPPCG-PX1,205,700$23.8M0.89%
20HEWLETT PACKARD ENTERPRISE CHPE-PC1,160,000$23.7M0.88%
21APPLE INCAAPL100,300$23.4M0.87%
22SIBANYE STILLWATER LTDSBYSF5,669,100$23.3M0.87%
23ROSS STORES INCROST147,000$22.1M0.82%
24WINNEBAGO INDS INC974637100375,000$21.8M0.81%
25LYONDELLBASELL INDUSTRIES NLYB224,600$21.5M0.80%
26PEABODY ENGR CORP704551AD214,250,000$21.4M0.80%
27AUTODESK INCADSK77,100$21.2M0.79%
28BEST BUY INCBBY199,600$20.6M0.77%
29HERBALIFE LTDHLF2,842,400$20.4M0.76%
30MASTERCARD INCORPORATEDMA40,100$19.8M0.74%
31HF SINCLAIR CORPDINO433,800$19.3M0.72%
32UNUM GROUPUNMA325,100$19.3M0.72%
33EOG RES INCEOG152,000$18.7M0.70%
34NETFLIX INCNFLX26,200$18.6M0.69%
35CHIPOTLE MEXICAN GRILL INCCMG315,000$18.2M0.68%
36META PLATFORMS INCMETA31,700$18.1M0.68%
37RIVIAN AUTOMOTIVE INCRIVN19,700,000$17.8M0.66%
38RIVIAN AUTOMOTIVE INCRIVN1,568,000$17.6M0.66%
39EQT CORPEQT476,100$17.4M0.65%
40ENOVIS CORPORATIONENOV404,700$17.4M0.65%
41DEVON ENERGY CORP NEW25179M103440,800$17.2M0.64%
42CORNING INCGLW370,500$16.7M0.62%
43TENET HEALTHCARE CORPTHC100,500$16.7M0.62%
44FREEPORT-MCMORAN INCFCX331,000$16.5M0.62%
45FISERV INCFISV90,000$16.2M0.60%
46BOSTON SCIENTIFIC CORPBSX191,500$16.0M0.60%
47ONEOK INC NEWOKE174,000$15.9M0.59%
48FEDEX CORPFDX57,100$15.6M0.58%
49LIVE NATION ENTERTAINMENT INLYV140,000$15.3M0.57%
50ITRON INCITRI140,000$15.0M0.56%
51AKAMAI TECHNOLOGIES INCAKAM145,900$14.7M0.55%
52SEI INVTS CO784117103208,000$14.4M0.54%
53MORGAN STANLEYMS-PQ136,800$14.3M0.53%
54BRINKS COBCO121,600$14.1M0.52%
55HILTON WORLDWIDE HLDGS INCHLT61,000$14.1M0.52%
56DARDEN RESTAURANTS INCDRI84,500$13.9M0.52%
57SCHWAB CHARLES CORPSCHW-PJ213,500$13.8M0.52%
58PRICE T ROWE GROUP INCTROW126,400$13.8M0.51%
59RANGE RES CORPRRC447,000$13.7M0.51%
60INTERNATIONAL BUSINESS MACHSINTR62,000$13.7M0.51%
61KRAFT HEINZ COKHC390,000$13.7M0.51%
62ORMAT TECHNOLOGIES INCORA173,800$13.4M0.50%
63DEVON ENERGY CORP NEW25179M103333,300$13.0M0.49%
64HERBALIFE LTDHLF17,415,000$13.0M0.48%
65TEXAS ROADHOUSE INCTXRH72,600$12.8M0.48%
66CONSTELLATION BRANDS INCSTZ49,500$12.8M0.48%
67NRG ENERGY INCNRG139,500$12.7M0.47%
68CSX CORPCSX367,500$12.7M0.47%
69MICROCHIP TECHNOLOGY INC.MCHPP150,000$12.0M0.45%
70WYNN RESORTS LTDWYNN125,500$12.0M0.45%
71BUNGE GLOBAL SABG122,500$11.8M0.44%
72LOWES COS INC54866110743,600$11.8M0.44%
73INTERDIGITAL INCIDCC80,000$11.3M0.42%
74ON SEMICONDUCTOR CORPON152,500$11.1M0.41%
75ADVANCED ENERGY INDS007973100104,500$11.0M0.41%
76ABBVIE INCABBV55,500$11.0M0.41%
77WINGSTOP INCWING26,100$10.9M0.40%
78CROCS INCCROX74,300$10.8M0.40%
79TANGER INCSKT320,900$10.6M0.40%
80PRUDENTIAL FINL INCPUKPF87,800$10.6M0.40%
81MP MATERIALS CORPMP600,100$10.6M0.39%
82AXON ENTERPRISE INCAXON26,400$10.5M0.39%
83METLIFE INCMET-PF127,500$10.5M0.39%
84BLACKLINE INCBL189,100$10.4M0.39%
85CONOCOPHILLIPSCOP98,000$10.3M0.38%
86HP INCHPQ285,600$10.2M0.38%
87COMMERCIAL METALS COCMC185,500$10.2M0.38%
88AUTOMATIC DATA PROCESSING INADP36,700$10.2M0.38%
89DIAMONDBACK ENERGY INCFANG58,500$10.1M0.38%
90RELIANCE INCRS34,700$10.0M0.37%
91DICKS SPORTING GOODS INC25339310247,300$9.9M0.37%
92GUESS INC401617105489,300$9.8M0.37%
93MANPOWERGROUP INC WISMAN131,500$9.7M0.36%
94TETRA TECH INC NEWTTEK200,000$9.4M0.35%
95STATE STR CORPSTT-PG106,200$9.4M0.35%
96SPECTRUM BRANDS HLDGS INC NESPB98,000$9.3M0.35%
97INSULET CORPPODD39,498$9.2M0.34%
98CARDINAL HEALTH INCCAH79,800$8.8M0.33%
99ALNYLAM PHARMACEUTICALS INCALNY31,600$8.7M0.32%
100LEAR CORPLEA76,600$8.4M0.31%
101TARGA RES CORPTRGP54,200$8.0M0.30%
102APPLE INCAAPL34,200$8.0M0.30%
103CINTAS CORPCTAS38,000$7.8M0.29%
104SEMTECH CORPSMTC168,000$7.7M0.29%
105MATADOR RES COMTDR153,000$7.6M0.28%
106BEST BUY INCBBY72,100$7.4M0.28%
107SKYWORKS SOLUTIONS INCSWKS75,400$7.4M0.28%
108BOYD GAMING CORPBYD114,800$7.4M0.28%
109RYDER SYS INCR50,400$7.3M0.27%
110BP PLCBPPFF232,556$7.3M0.27%
111CLEVELAND-CLIFFS INC NEWCLF569,700$7.3M0.27%
112ARCBEST CORPARCB66,700$7.2M0.27%
113MURPHY OIL CORPMUR213,000$7.2M0.27%
114BRIDGEBIO PHARMA INCBBIO277,200$7.1M0.26%
115TAKE-TWO INTERACTIVE SOFTWARTTWO45,800$7.0M0.26%
116METLIFE INCMET-PF85,000$7.0M0.26%
117VIATRIS INCVTRS599,800$7.0M0.26%
118RALPH LAUREN CORPRL35,800$6.9M0.26%
119ARK ETF TR00214Q104144,000$6.8M0.25%
120MASTERCARD INCORPORATEDMA13,700$6.8M0.25%
121WAYFAIR INCW118,800$6.7M0.25%
122ROSS STORES INCROST44,100$6.6M0.25%
123TD SYNNEX CORPORATIONSNX53,100$6.4M0.24%
124EOG RES INCEOG51,700$6.4M0.24%
125WOLFSPEED INCWOLF650,000$6.3M0.23%
126HF SINCLAIR CORPDINO141,232$6.3M0.23%
127THOR INDS INC88516010157,200$6.3M0.23%
128CORNING INCGLW138,500$6.3M0.23%
129DEVON ENERGY CORP NEW25179M103158,384$6.2M0.23%
130AKAMAI TECHNOLOGIES INCAKAM60,679$6.1M0.23%
131WESTERN DIGITAL CORP.WDC89,400$6.1M0.23%
132COTERRA ENERGY INCCTRA254,400$6.1M0.23%
133BRIDGEBIO PHARMA INCBBIO236,200$6.0M0.22%
134LYONDELLBASELL INDUSTRIES NLYB61,600$5.9M0.22%
135ADVANCED MICRO DEVICES INCAMD35,900$5.9M0.22%
136WAYFAIR INCW104,057$5.8M0.22%
137TRACTOR SUPPLY COTSCO19,900$5.8M0.22%
138TJX COS INC NEW87254010948,200$5.7M0.21%
139NUCOR CORPNUE37,600$5.7M0.21%
140CONMED CORPCNMD77,200$5.6M0.21%
141ORMAT TECHNOLOGIES INCORA5,300,000$5.5M0.21%
142TENET HEALTHCARE CORPTHC33,300$5.5M0.21%
143HALLIBURTON COHAL189,700$5.5M0.21%
144BOSTON SCIENTIFIC CORPBSX65,500$5.5M0.20%
145FISERV INCFISV30,500$5.5M0.20%
146ONEOK INC NEWOKE59,500$5.4M0.20%
147MARTIN MARIETTA MATLS INC57328410610,000$5.4M0.20%
148CARMAX INCKMX69,200$5.4M0.20%
149SIGNET JEWELERS LIMITEDSIG50,700$5.2M0.19%
150NETFLIX INCNFLX7,200$5.1M0.19%
151HILTON WORLDWIDE HLDGS INCHLT22,000$5.1M0.19%
152CINTAS CORPCTAS24,400$5.0M0.19%
153UNITEDHEALTH GROUP INCUNH8,500$5.0M0.19%
154BRINKS COBCO42,300$4.9M0.18%
155RYDER SYS INCR33,300$4.9M0.18%
156DARDEN RESTAURANTS INCDRI29,500$4.8M0.18%
157EMERSON ELEC COEMR43,900$4.8M0.18%
158KRAFT HEINZ COKHC134,500$4.7M0.18%
159HF SINCLAIR CORPDINO105,700$4.7M0.18%
160META PLATFORMS INCMETA8,200$4.7M0.17%
161INTERNATIONAL BUSINESS MACHSINTR21,200$4.7M0.17%
162CSX CORPCSX131,500$4.5M0.17%
163SEI INVTS CO78411710365,300$4.5M0.17%
164CONSTELLATION BRANDS INCSTZ17,500$4.5M0.17%
165APA CORPORATIONAPA182,600$4.5M0.17%
166RHRH13,100$4.4M0.16%
167SPHERE ENTERTAINMENT COSPHR98,000$4.3M0.16%
168WINNEBAGO INDS INC97463710074,449$4.3M0.16%
169CHIPOTLE MEXICAN GRILL INCCMG75,000$4.3M0.16%
170TEXAS ROADHOUSE INCTXRH24,300$4.3M0.16%
171MARATHON OIL CORPMARA157,400$4.2M0.16%
172PG&E CORPPCG-PX210,600$4.2M0.16%
173TD SYNNEX CORPORATIONSNX33,800$4.1M0.15%
174FEDEX CORPFDX14,700$4.0M0.15%
175BUNGE GLOBAL SABG41,500$4.0M0.15%
176EQT CORPEQT107,800$3.9M0.15%
177CISCO SYS INCCSCO72,800$3.9M0.14%
178CONOCOPHILLIPSCOP36,454$3.8M0.14%
179MURPHY OIL CORPMUR111,256$3.8M0.14%
180SCHWAB CHARLES CORPSCHW-PJ57,800$3.7M0.14%
181EOG RES INCEOG30,386$3.7M0.14%
182UNUM GROUPUNMA62,200$3.7M0.14%
183CROCS INCCROX25,300$3.7M0.14%
184BP PLCBPPFF116,100$3.6M0.14%
185MORGAN STANLEYMS-PQ34,700$3.6M0.13%
186PRICE T ROWE GROUP INCTROW33,200$3.6M0.13%
187COMMERCIAL METALS COCMC64,400$3.5M0.13%
188CONOCOPHILLIPSCOP33,000$3.5M0.13%
189AUTOMATIC DATA PROCESSING INADP12,500$3.5M0.13%
190DIAMONDBACK ENERGY INCFANG20,000$3.4M0.13%
191FREEPORT-MCMORAN INCFCX68,300$3.4M0.13%
192MARTIN MARIETTA MATLS INC5732841066,300$3.4M0.13%
193RELIANCE INCRS11,700$3.4M0.13%
194DICKS SPORTING GOODS INC25339310216,200$3.4M0.13%
195CHEMOURS COCC166,100$3.4M0.13%
196MANPOWERGROUP INC WISMAN45,900$3.4M0.13%
197MATADOR RES COMTDR66,563$3.3M0.12%
198LEAR CORPLEA29,831$3.3M0.12%
199DIAMONDBACK ENERGY INCFANG17,513$3.0M0.11%
200WYNN RESORTS LTDWYNN31,000$3.0M0.11%
201LEAR CORPLEA26,600$2.9M0.11%
202LYONDELLBASELL INDUSTRIES NLYB28,119$2.7M0.10%
203RANGE RES CORPRRC87,100$2.7M0.10%
204MATADOR RES COMTDR51,800$2.6M0.10%
205MURPHY OIL CORPMUR75,600$2.6M0.09%
206NRG ENERGY INCNRG27,300$2.5M0.09%
207WINNEBAGO INDS INC97463710042,700$2.5M0.09%
208RALPH LAUREN CORPRL12,400$2.4M0.09%
209RELIANCE INCRS8,218$2.4M0.09%
210ALNYLAM PHARMACEUTICALS INCALNY8,513$2.3M0.09%
211BUNGE GLOBAL SABG23,984$2.3M0.09%
212LOWES COS INC5486611078,500$2.3M0.09%
213SELECT SECTOR SPDR TR81369Y50626,000$2.3M0.09%
214ABBVIE INCABBV11,100$2.2M0.08%
215AXON ENTERPRISE INCAXON5,400$2.2M0.08%
216HUMANA INCHUM6,800$2.2M0.08%
217CLEVELAND-CLIFFS INC NEWCLF167,800$2.1M0.08%
218VIATRIS INCVTRS182,800$2.1M0.08%
219WINGSTOP INCWING5,100$2.1M0.08%
220HP INCHPQ59,100$2.1M0.08%
221ADVANCED MICRO DEVICES INCAMD12,800$2.1M0.08%
222CLEVELAND-CLIFFS INC NEWCLF162,931$2.1M0.08%
223MARTIN MARIETTA MATLS INC5732841063,856$2.1M0.08%
224PRUDENTIAL FINL INCPUKPF16,500$2.0M0.07%
225TJX COS INC NEW87254010916,900$2.0M0.07%
226KRAFT HEINZ COKHC56,463$2.0M0.07%
227TANGER INCSKT59,600$2.0M0.07%
228BRIDGEBIO PHARMA INCBBIO77,287$2.0M0.07%
229CHEMOURS COCC95,838$1.9M0.07%
230TRACTOR SUPPLY COTSCO6,500$1.9M0.07%
231CARMAX INCKMX24,000$1.9M0.07%
232FLUOR CORP NEWFLR38,581$1.8M0.07%
233SIGNET JEWELERS LIMITEDSIG17,800$1.8M0.07%
234MIDDLEBY CORPMIDD12,977$1.8M0.07%
235CARDINAL HEALTH INCCAH16,200$1.8M0.07%
236MANPOWERGROUP INC WISMAN24,090$1.8M0.07%
237UNITEDHEALTH GROUP INCUNH3,000$1.8M0.07%
238STATE STR CORPSTT-PG19,800$1.8M0.07%
239LIVE NATION ENTERTAINMENT INLYV15,643$1.7M0.06%
240EMERSON ELEC COEMR15,300$1.7M0.06%
241HUMANA INCHUM5,100$1.6M0.06%
242BOYD GAMING CORPBYD24,898$1.6M0.06%
243SKYWORKS SOLUTIONS INCSWKS15,800$1.6M0.06%
244APA CORPORATIONAPA62,915$1.5M0.06%
245RHRH4,600$1.5M0.06%
246AUTODESK INCADSK5,400$1.5M0.06%
247CISCO SYS INCCSCO26,800$1.4M0.05%
248ARCBEST CORPARCB13,000$1.4M0.05%
249HUMANA INCHUM4,395$1.4M0.05%
250CSX CORPCSX40,007$1.4M0.05%
251MARATHON OIL CORPMARA51,700$1.4M0.05%
252COTERRA ENERGY INCCTRA57,300$1.4M0.05%
253HALLIBURTON COHAL46,940$1.4M0.05%
254ARK ETF TR00214Q10428,200$1.3M0.05%
255TAKE-TWO INTERACTIVE SOFTWARTTWO8,700$1.3M0.05%
256NUCOR CORPNUE8,887$1.3M0.05%
257CONMED CORPCNMD18,347$1.3M0.05%
258VIRGIN GALACTIC HOLDINGS INCSPCE878,000$1.3M0.05%
259EQT CORPEQT35,331$1.3M0.05%
260THOR INDS INC88516010111,700$1.3M0.05%
261CHEMOURS COCC63,000$1.3M0.05%
262PRICE T ROWE GROUP INCTROW11,656$1.3M0.05%
263AUTODESK INCADSK4,528$1.2M0.05%
264BP PLCBPPFF39,300$1.2M0.05%
265CONMED CORPCNMD15,800$1.1M0.04%
266NUCOR CORPNUE7,200$1.1M0.04%
267HALLIBURTON COHAL36,500$1.1M0.04%
268CONFLUENT INC20717M10350,000$1.0M0.04%
269ON SEMICONDUCTOR CORPON13,703$994,9750.04%
270CONSTELLATION BRANDS INCSTZ3,797$978,4490.04%
271SKYWORKS SOLUTIONS INCSWKS9,363$924,7840.03%
272COMMERCIAL METALS COCMC16,421$902,4980.03%
273APA CORPORATIONAPA36,600$895,2360.03%
274ARCBEST CORPARCB7,600$824,2200.03%
275COTERRA ENERGY INCCTRA33,387$799,6190.03%
276TAKE-TWO INTERACTIVE SOFTWARTTWO5,049$776,0820.03%
277SEI INVTS CO78411710310,268$710,4430.03%
278CARMAX INCKMX9,140$707,2530.03%
279WYNN RESORTS LTDWYNN6,720$644,3140.02%
280CISCO SYS INCCSCO12,084$643,1100.02%
281THOR INDS INC8851601015,209$572,4170.02%
282CORNING INCGLW11,000$496,6500.02%
283VIATRIS INCVTRS42,705$495,8050.02%
284WOLFSPEED INCWOLF49,634$481,4500.02%
285PG&E CORPPCG-PX24,206$478,5530.02%
286MARATHON OIL CORPMARA17,343$461,8440.02%
287ONEOK INC NEWOKE4,796$437,0590.02%
288ITRON INCITRI4,062$433,8620.02%
289DARDEN RESTAURANTS INCDRI2,620$430,0210.02%
290WESTERN DIGITAL CORP.WDC6,047$412,9500.02%
291DICKS SPORTING GOODS INC2533931021,901$396,7390.01%
292TARGA RES CORPTRGP2,561$379,0540.01%
293ARK ETF TR00214Q1047,219$343,1190.01%
294SUPER MICRO COMPUTER INCSMCI796$331,4540.01%
295UGI CORP NEW90268110512,897$322,6830.01%
296SIBANYE STILLWATER LTDSBYSF77,772$319,6430.01%
297RANGE RES CORPRRC10,381$319,3200.01%
298BEST BUY INCBBY2,684$277,2570.01%
299FISERV INCFISV1,540$276,6610.01%
300INTERDIGITAL INCIDCC1,812$256,6340.01%
301FEDEX CORPFDX895$244,9440.01%
302SCHWAB CHARLES CORPSCHW-PJ3,663$237,3990.01%
303ROSS STORES INCROST1,452$218,5410.01%
304NETFLIX INCNFLX288$204,2700.01%
305RIVIAN AUTOMOTIVE INCRIVN16,669$187,0260.01%
306HERBALIFE LTDHLF10,186$73,2370.00%