Portfolio (Quarterly) Guide ↗

BENNETT SELBY INVESTMENTS LP

· CIK 0001840740

13F Portfolio $311M AUM 83 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 5 New 22 Added 19 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ULTA	ULTA BEAUTY INC	Consumer Cyclical	389	$213K	0.07%	SOLD

Sector Allocation

Communication Services 25.7%

Technology 24.0%

Consumer Cyclical 20.7%

Financial Services 19.5%

Healthcare 4.2%

Industrials 3.5%

Consumer Defensive 2.4%