Cryder Capital Partners L

Cryder Capital Partners L

Period

Q2 2016

Portfolio Date

Jun 30, 2016

Stocks Held

10

Market Value

$124.6M

Holdings Value Trend

Q1 2016

Q2 2016

Top 5 Holdings

1

$TMO

Thermo Fisher Scientific Inc.

14.8%

% of Portfolio

2

$HCA

HCA Healthcare, Inc.

14.7%

% of Portfolio

3

$BFH

Bread Financial Holdings, Inc.

13.7%

% of Portfolio

4

$WAB

Westinghouse Air Brake Technologies

12.3%

% of Portfolio

Historical Positions

SymbolQ2 2016Q1 2016
TMO14.8%12.2%
HCA14.7%12.8%
BFH13.7%13.2%
WAB12.3%13.7%
- QUINTILES IMS HOLDINGS INC--
GOOGL7.7%6.4%
V7.7%6.0%
- PAREXEL INTL CORP--
MA7.4%6.1%
GOOG6.4%5.3%

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

GOOGL+13.42%
GOOG+11.49%
HCA-8.71%
WAB+9.97%
MA+9.33%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

BFH-40.81%

Sector Analysis

Financials33.9%
Healthcare34.8%
Industrials14.6%
Communication Services16.7%

Trading Summary

No stocks in this category

All Holdings

1

$TMO

14.8%

2

$HCA

14.7%

3

$BFH

13.7%

4

$WAB

12.3%

6

$GOOGL

7.7%

7

$V

7.7%

9

$MA

7.4%

10

$GOOG

6.4%