13F HOLDINGS REPORT
COWBIRD CAPITAL LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000919574-23-004733
Total Value
$241.5M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | XPEL INC | XPEL | 423,100 | $35.6M | 14.76% |
| 2 | DRIVEN BRANDS HLDGS INC | DRVN | 1,090,498 | $29.5M | 12.22% |
| 3 | GLOBAL E ONLINE LTD | GLBE | 678,117 | $27.8M | 11.50% |
| 4 | PROGYNY INC | PGNY | 701,220 | $27.6M | 11.42% |
| 5 | TARGET HOSPITALITY CORP | TH | 2,022,150 | $27.1M | 11.24% |
| 6 | PALO ALTO NETWORKS INC | PANW | 99,340 | $25.4M | 10.51% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 333,564 | $25.1M | 10.40% |
| 8 | SUPER MICRO COMPUTER INC | SMCI | 92,913 | $23.2M | 9.59% |
| 9 | TOAST INC | TOST | 895,523 | $20.2M | 8.37% |