13F HOLDINGS REPORT
COWBIRD CAPITAL LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000919574-23-001458
Total Value
$194.7M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | XPEL INC | XPEL | 495,660 | $29.8M | 15.29% |
| 2 | AVID TECHNOLOGY INC | 05367P100 | 878,567 | $23.4M | 12.00% |
| 3 | IQVIA HLDGS INC | IQV | 109,696 | $22.5M | 11.54% |
| 4 | TARGET HOSPITALITY CORP | TH | 1,446,078 | $21.9M | 11.24% |
| 5 | PROGYNY INC | PGNY | 700,000 | $21.8M | 11.20% |
| 6 | MISTER CAR WASH INC | MCW | 2,182,304 | $20.1M | 10.34% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 333,564 | $19.9M | 10.24% |
| 8 | DRIVEN BRANDS HLDGS INC | DRVN | 581,804 | $15.9M | 8.16% |
| 9 | FORTINET INC | FTNT | 264,000 | $12.9M | 6.63% |
| 10 | PALO ALTO NETWORKS INC | PANW | 46,774 | $6.5M | 3.35% |