Bluegrass Capital Partners LP

CIK 1727353 · View on SEC EDGAR ↗

Portfolio value
$153.9M
#7,307 of 9,443 by 13F value · top 77.4%
Positions
11
As of
June 30, 2026

Portfolio value QoQ: +10.9% 13F does not disclose cash

Top 10 holdings weight
99.89%
Top 25 holdings weight
100.00%
Positions above 1%
9
Effective number of positions
7.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 15.02% Est. buys $22,015,090 · sells $21,988,279

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 73.3% still held

New positions
1
Increased
3
Decreased
5
Closed
1
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+12.8%
S&P 500 total return (same window)
+28.1%
Excess return
-15.3%

Annualized: +8.4% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Industrials
35.8%
Financial Services
35.2%
Retail
15.3%
Technology
13.6%
Materials
0.1%

Full portfolio 11 positions

Type Streak 8Q trend
MA Mastercard Incorporated Common Stock $25,680,000 16.68% 50,000 $3,195,300 Up ×5
TDG Transdigm Group Incorporated Common Stock $25,308,760 16.44% 19,000 $2,593,144 Down ×1
AMZN Amazon.com, Inc. - Common Stock $23,595,660 15.33% 99,000 $1,414,905 Down ×1
MCO Moody's Corporation Common Stock $23,551,840 15.30% 52,000 $866,840
GE GE Aerospace Common Stock $19,807,690 12.87% 53,000 $-2,752,025 Down ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $13,849,530 9.00% 29,000 Up ×1
MLM Martin Marietta Materials, Inc. Common Stock $9,803,900 6.37% 17,000 $5,094,460 Up ×2
MSFT Microsoft Corporation - Common Stock $7,087,380 4.60% 19,000 $-9,200,100 Down ×2
SPGI S&P Global Inc. Common Stock $4,887,120 3.18% 12,000 $208,380 Up ×1
SHW Sherwin-Williams Company (The) Common Stock $172,160 0.11% 500 $-148,390 Down ×3
WCN Waste Connections, Inc. Common Shares $166,690 0.11% 1,000 $4,250

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
MA $25,680,000 16.68% up ×5

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
TSM $13,849,530 29,000 9.00%

Top movers (QoQ)

Security Action Shares Δ Value Δ
MSFT Trimmed -25K -$9.2M
MLM Bought more +9K +$5.1M
MA Bought more +5K +$3.2M
GE Trimmed -26K -$2.8M
TDG Trimmed -600 +$2.6M
AMZN Trimmed -8K +$1.4M
MCO Price move only +0 +$867K
SPGI Bought more +1K +$208K
SHW Trimmed -500 -$148K
WCN Price move only +0 +$4K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
META Sept. 30, 2025 16,000 $11,809,440 -25.5%
GOOG March 31, 2025 47,000 $8,950,680 117.7%
SAP March 31, 2026 34,000 $8,258,940 26.3%
CP June 30, 2025 8,000 $561,680 19.5%