13F HOLDINGS REPORT
COWBIRD CAPITAL LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000919574-23-003252
Total Value
$216.1M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | XPEL INC | XPEL | 459,009 | $31.2M | 14.43% |
| 2 | AVID TECHNOLOGY INC | 05367P100 | 942,258 | $30.1M | 13.95% |
| 3 | PROGYNY INC | PGNY | 874,056 | $28.1M | 12.99% |
| 4 | TARGET HOSPITALITY CORP | TH | 2,095,556 | $27.5M | 12.74% |
| 5 | PALO ALTO NETWORKS INC | PANW | 126,331 | $25.2M | 11.68% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 333,564 | $25.0M | 11.55% |
| 7 | IQVIA HLDGS INC | IQV | 124,675 | $24.8M | 11.48% |
| 8 | DRIVEN BRANDS HLDGS INC | DRVN | 796,868 | $24.2M | 11.18% |