Crestwood Capital Management as of Dec. 31, 2012
Portfolio Holdings for Crestwood Capital Management
Crestwood Capital Management holds 41 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Reit (AMT) | 6.5 | $50M | 647k | 77.27 | |
| J.B. Hunt Transport Services (JBHT) | 5.6 | $43M | 720k | 59.71 | |
| C.H. Robinson Worldwide (CHRW) | 4.2 | $32M | 504k | 63.22 | |
| Gnc Holdings Inc Cl A | 3.9 | $30M | 901k | 33.28 | |
| Verisk Analytics (VRSK) | 3.8 | $29M | 571k | 50.97 | |
| Delphi Automotive | 3.7 | $28M | 742k | 38.25 | |
| Mrc Global Inc cmn (MRC) | 3.5 | $27M | 981k | 27.78 | |
| General Motors Company (GM) | 3.5 | $27M | 930k | 28.83 | |
| Moody's Corporation (MCO) | 3.5 | $27M | 530k | 50.32 | |
| Starwood Hotels & Resorts Worldwide | 3.3 | $25M | 440k | 57.36 | |
| Hyatt Hotels Corporation (H) | 3.1 | $24M | 615k | 38.57 | |
| Blue Nile | 3.1 | $24M | 611k | 38.48 | |
| Pentair | 3.0 | $23M | 477k | 49.15 | |
| Michael Kors Holdings | 3.0 | $23M | 456k | 51.03 | |
| eBay (EBAY) | 3.0 | $23M | 451k | 51.00 | |
| Saic | 3.0 | $23M | 2.0M | 11.32 | |
| SBA Communications Corporation | 2.9 | $23M | 318k | 70.98 | |
| Wright Express (WEX) | 2.9 | $22M | 297k | 75.37 | |
| Dick's Sporting Goods (DKS) | 2.8 | $22M | 477k | 45.49 | |
| Technologies Holding Nv option | 2.6 | $20M | 608k | 32.48 | |
| Equinix | 2.6 | $20M | 95k | 206.19 | |
| Kirby Corporation (KEX) | 2.5 | $19M | 313k | 61.89 | |
| Baidu (BIDU) | 2.2 | $17M | 170k | 100.29 | |
| TransDigm Group Incorporated (TDG) | 2.0 | $15M | 113k | 136.36 | |
| Melco Crown Entertainment (MLCO) | 2.0 | $15M | 901k | 16.84 | |
| Focus Media Holding | 1.9 | $15M | 583k | 25.67 | |
| LKQ Corporation (LKQ) | 1.9 | $15M | 710k | 21.10 | |
| TRW Automotive Holdings | 1.6 | $13M | 233k | 53.61 | |
| 1.5 | $11M | 16k | 707.36 | ||
| Spirit AeroSystems Holdings (SPR) | 1.4 | $11M | 647k | 16.97 | |
| Francescas Hldgs Corp | 1.4 | $11M | 424k | 25.93 | |
| Chart Industries (GTLS) | 1.4 | $10M | 156k | 66.69 | |
| Airgas | 1.3 | $9.7M | 106k | 91.29 | |
| Expeditors International of Washington (EXPD) | 1.1 | $8.8M | 223k | 39.55 | |
| Duff & Phelps Corporation | 1.0 | $7.9M | 509k | 15.62 | |
| Allegheny Technologies Incorporated (ATI) | 1.0 | $7.7M | 254k | 30.36 | |
| Bazaarvoice | 0.8 | $5.9M | 636k | 9.35 | |
| McGraw-Hill Companies | 0.8 | $5.8M | 106k | 54.67 | |
| VELTI PLC ST Helier | 0.5 | $4.1M | 901k | 4.50 | |
| Information Services (III) | 0.1 | $585k | 509k | 1.15 | |
| Life Time Fitness | 0.0 | $221k | 4.5k | 49.11 |
