13F HOLDINGS REPORT
COWBIRD CAPITAL LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000919574-23-006345
Total Value
$191.0M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TARGET HOSPITALITY CORP | TH | 1,944,259 | $30.9M | 16.16% |
| 2 | GLOBAL E ONLINE LTD | GLBE | 614,671 | $24.4M | 12.79% |
| 3 | XPEL INC | XPEL | 316,053 | $24.4M | 12.76% |
| 4 | LEGALZOOM COM INC | LZ | 2,158,964 | $23.6M | 12.37% |
| 5 | PROGYNY INC | PGNY | 680,463 | $23.1M | 12.12% |
| 6 | EVENTBRITE INC | EVEX-WT | 2,166,415 | $21.4M | 11.18% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 341,082 | $21.2M | 11.13% |
| 8 | ALIGN TECHNOLOGY INC | ALGN | 62,515 | $19.1M | 9.99% |
| 9 | DRIVEN BRANDS HLDGS INC | DRVN | 169,491 | $2.1M | 1.12% |
| 10 | HUDSON TECHNOLOGIES INC | HDSN | 55,000 | $731,500 | 0.38% |