Latest Scott Investment Partners LLP Stock Portfolio

$43.52Million

Equity Portfolio Value

Last Reported on: 01 Nov, 2023

About Scott Investment Partners LLP and it’s 13F Hedge Fund Stock Holdings

Scott Investment Partners LLP is a hedge fund based in United Kingdom. On 02-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $46.6 Millions. In it's latest 13F Holdings report, Scott Investment Partners LLP reported an equity portfolio of $43.5 Millions as of 30 Sep, 2023.

The top stock holdings of Scott Investment Partners LLP are XOM, MSFT, UNH. The fund has invested 4.9% of it's portfolio in EXXON MOBIL and 4.9% of portfolio in MICROSOFT.

The fund showed a lot of confidence in some stocks as they added substantially to ESTEE LAUDER (EL), HENRY SCHEIN (HSIC) and L3HARRIS TECHNOLOGIES (LHX).

New Buys

No new stocks were added by Scott Investment Partners LLP

Additions

Ticker	% Inc.
ESTEE LAUDER	233
HENRY SCHEIN	35.56
L3HARRIS TECHNOLOGIES	30.95

Additions to existing portfolio by Scott Investment Partners LLP

Reductions

None of the existing positions were reduced by Scott Investment Partners LLP

Sold off

None of the stocks were completely sold off by Scott Investment Partners LLP

Current Stock Holdings of Scott Investment Partners LLP

Last Reported on: 01 Nov, 2023

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	AGILENT TECHNOLOGIES	1.90	7,400	827,000	UNCHANGED	0.00
ABT	ABBOTT LABORATORIES	1.85	8,300	804,000	UNCHANGED	0.00
ADI	ANALOG DEVICES	2.34	5,800	1,016,000	UNCHANGED	0.00
ALB	ALBEMARLE	1.99	5,100	867,000	UNCHANGED	0.00
AMGN	AMGEN	1.98	3,200	860,000	UNCHANGED	0.00
APH	AMPHENOL	2.78	14,400	1,209,000	UNCHANGED	0.00
BIIB	BIOGEN	1.83	3,100	797,000	UNCHANGED	0.00
BKNG	BOOKING HOLDINGS	2.84	400	1,234,000	UNCHANGED	0.00
BMY	BRISTOL MYERS SQUIBB	1.87	14,000	813,000	UNCHANGED	0.00
CPRT	COPART INC	1.86	18,800	810,000	UNCHANGED	0.00
CTSH	COGNIZANT	2.41	15,500	1,050,000	UNCHANGED	0.00
DLTR	DOLLAR TREE	2.45	10,000	1,065,000	UNCHANGED	0.00
EA	ELECTRONIC ARTS	1.97	7,100	855,000	UNCHANGED	0.00
ECL	ECOLAB	2.45	6,300	1,067,000	UNCHANGED	0.00
EL	ESTEE LAUDER	1.99	6,000	867,000	ADDED	233
EOG	EOG RESOURCES	3.70	12,700	1,610,000	UNCHANGED	0.00
FAST	FASTENAL	2.94	23,400	1,279,000	UNCHANGED	0.00
FDX	FEDEX	2.13	3,500	927,000	UNCHANGED	0.00
FLT	FLEETCOR TECHNOLOGIES	2.35	4,000	1,021,000	UNCHANGED	0.00
GILD	GILEAD SCIENCES	2.20	12,800	959,000	UNCHANGED	0.00
HAS	HASBRO	1.82	12,000	794,000	UNCHANGED	0.00
HRL	HORMEL FOODS	0.96	11,000	418,000	UNCHANGED	0.00
HSIC	HENRY SCHEIN	2.08	12,200	906,000	ADDED	35.56
INTC	INTEL	1.63	20,000	711,000	UNCHANGED	0.00
IPGP	IPG PHOTONICS	1.38	5,900	599,000	UNCHANGED	0.00
JBHT	J.B. HUNT TRANSPORTATION	2.47	5,700	1,075,000	UNCHANGED	0.00
LFUS	LITTELFUSE	1.53	2,700	668,000	UNCHANGED	0.00
LHX	L3HARRIS TECHNOLOGIES	2.20	5,500	958,000	ADDED	30.95
LIN	LINDE	2.65	3,100	1,154,000	UNCHANGED	0.00
MDT	MEDTRONIC	2.16	12,000	940,000	UNCHANGED	0.00
MMS	MAXIMUS	0.65	3,800	284,000	UNCHANGED	0.00
MSFT	MICROSOFT	4.86	6,700	2,116,000	UNCHANGED	0.00
NKE	NIKE	2.15	9,800	937,000	UNCHANGED	0.00
PAYX	PAYCHEX	1.80	6,800	784,000	UNCHANGED	0.00
PYPL	PAYPAL	1.54	11,500	672,000	UNCHANGED	0.00
RTX	RTX	1.92	11,600	835,000	UNCHANGED	0.00
SLB	SCHLUMBERGER	2.57	19,200	1,119,000	UNCHANGED	0.00
STZ	CONSTELLATION BRANDS	2.31	4,000	1,005,000	UNCHANGED	0.00
SYK	STRYKER	2.38	3,800	1,038,000	UNCHANGED	0.00
TJX	TJX COMPANIES	3.37	16,500	1,467,000	UNCHANGED	0.00
ULTA	ULTA BEAUTY	2.75	3,000	1,198,000	UNCHANGED	0.00
UNH	UNITEDHEALTH GROUP	4.06	3,500	1,765,000	UNCHANGED	0.00
XOM	EXXON MOBIL	4.92	18,200	2,140,000	UNCHANGED	0.00