13F HOLDINGS REPORT
LYNWOOD PRICE CAPITAL MANAGEMENT LP
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0002046605-25-000002
Total Value
$145.1M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 76,500 | $16.8M | 11.56% |
| 2 | MICROSOFT CORP | MSFT | 38,500 | $16.2M | 11.18% |
| 3 | KKR & CO INC | KKRT | 103,500 | $15.3M | 10.55% |
| 4 | SALESFORCE INC | CRM | 41,000 | $13.7M | 9.44% |
| 5 | EQUIFAX INC | EFX | 46,800 | $11.9M | 8.22% |
| 6 | LPL FINL HLDGS INC | 50212V100 | 35,500 | $11.6M | 7.99% |
| 7 | TRANSDIGM GROUP INC | TDG | 8,800 | $11.2M | 7.68% |
| 8 | IQVIA HLDGS INC | IQV | 50,700 | $10.0M | 6.86% |
| 9 | UBER TECHNOLOGIES INC | UBER | 126,000 | $7.6M | 5.24% |
| 10 | MCKESSON CORP | MCK | 12,600 | $7.2M | 4.95% |
| 11 | FIRST ADVANTAGE CORP NEW | FA | 340,980 | $6.4M | 4.40% |
| 12 | S&P GLOBAL INC | SPGI | 12,300 | $6.1M | 4.22% |
| 13 | D R HORTON INC | 23331A109 | 35,000 | $4.9M | 3.37% |
| 14 | SHIFT4 PMTS INC | 82452J109 | 45,500 | $4.7M | 3.25% |
| 15 | VISA INC | V | 5,000 | $1.6M | 1.09% |