13F HOLDINGS REPORT
BWCP, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001787893-23-000002
Total Value
$226.7M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERTIV HOLDINGS CO | VRT | 2,199,823 | $30.0M | 13.26% |
| 2 | T-MOBILE US INC | TMUSZ | 143,834 | $20.1M | 8.88% |
| 3 | DECKERS OUTDOOR CORP | DECK | 49,513 | $19.8M | 8.72% |
| 4 | BOYD GAMING CORP | BYD | 313,618 | $17.1M | 7.55% |
| 5 | ACADEMY SPORTS & OUTDOORS IN | ASO | 322,799 | $17.0M | 7.48% |
| 6 | GODADDY INC | GDDY | 211,854 | $15.9M | 6.99% |
| 7 | WORKDAY INC | WDAY | 93,394 | $15.6M | 6.89% |
| 8 | CROCS INC | CROX | 141,903 | $15.4M | 6.79% |
| 9 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 716,252 | $14.1M | 6.24% |
| 10 | AMAZON COM INC | AMZN | 147,200 | $12.4M | 5.46% |
| 11 | DXC TECHNOLOGY CO | DXC | 410,513 | $10.9M | 4.80% |
| 12 | TYLER TECHNOLOGIES INC | TYL | 33,650 | $10.8M | 4.79% |
| 13 | CHARTER COMMUNICATIONS INC N | 16119P108 | 29,431 | $10.0M | 4.40% |
| 14 | JANUS INTERNATIONAL GROUP IN | JBI | 697,043 | $6.6M | 2.93% |
| 15 | LIBERTY MEDIA CORP DEL | FWONB | 163,171 | $6.4M | 2.83% |
| 16 | SPROUT SOCIAL INC | SPT | 79,842 | $4.5M | 1.99% |