Crestwood Capital Management as of Dec. 31, 2013
Portfolio Holdings for Crestwood Capital Management
Crestwood Capital Management holds 43 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| General Motors Company (GM) | 5.8 | $46M | 1.1M | 40.87 | |
| Gnc Holdings Inc Cl A | 5.8 | $46M | 780k | 58.45 | |
| Ctrip.com International | 4.7 | $37M | 754k | 49.62 | |
| 4.7 | $37M | 33k | 1120.70 | ||
| Starwood Hotels & Resorts Worldwide | 4.7 | $37M | 468k | 79.45 | |
| Spirit AeroSystems Holdings (SPR) | 4.2 | $33M | 965k | 34.08 | |
| Genesee & Wyoming | 3.8 | $30M | 312k | 96.05 | |
| Cognizant Technology Solutions (CTSH) | 3.7 | $29M | 290k | 100.98 | |
| McGraw-Hill Companies | 3.6 | $29M | 364k | 78.20 | |
| Tyco International Ltd S hs | 3.6 | $28M | 686k | 41.04 | |
| TransDigm Group Incorporated (TDG) | 3.5 | $28M | 172k | 161.02 | |
| American Tower Reit (AMT) | 3.2 | $26M | 322k | 79.82 | |
| J.B. Hunt Transport Services (JBHT) | 2.7 | $22M | 281k | 77.30 | |
| Melco Crown Entertainment (MLCO) | 2.6 | $21M | 530k | 39.22 | |
| LKQ Corporation (LKQ) | 2.6 | $21M | 624k | 32.90 | |
| Colfax Corporation | 2.5 | $20M | 312k | 63.69 | |
| Alliance Data Systems Corporation (BFH) | 2.5 | $20M | 75k | 262.93 | |
| Extended Stay America | 2.4 | $19M | 728k | 26.26 | |
| Delphi Automotive | 2.4 | $19M | 312k | 60.13 | |
| Fifth & Pac Cos | 2.3 | $18M | 572k | 32.07 | |
| Hyatt Hotels Corporation (H) | 2.2 | $18M | 354k | 49.46 | |
| Kirby Corporation (KEX) | 2.0 | $16M | 156k | 99.25 | |
| Lowe's Companies (LOW) | 1.9 | $16M | 312k | 49.55 | |
| Leidos Holdings (LDOS) | 1.9 | $15M | 332k | 46.49 | |
| HDFC Bank (HDB) | 1.9 | $15M | 437k | 34.44 | |
| Lululemon Athletica (LULU) | 1.7 | $14M | 229k | 59.03 | |
| Five Below (FIVE) | 1.7 | $14M | 312k | 43.20 | |
| Xpo Logistics Inc equity (XPO) | 1.6 | $12M | 466k | 26.29 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 1.5 | $12M | 144k | 83.68 | |
| Crown Castle International | 1.4 | $11M | 146k | 73.43 | |
| Cabela's Incorporated | 1.4 | $11M | 160k | 66.66 | |
| Tibco Software | 1.2 | $9.8M | 437k | 22.48 | |
| Hertz Global Holdings | 1.2 | $9.7M | 338k | 28.62 | |
| Home Depot (HD) | 1.1 | $8.6M | 104k | 82.34 | |
| Michael Kors Holdings | 1.1 | $8.4M | 104k | 81.19 | |
| 21vianet Group (VNET) | 0.9 | $7.3M | 312k | 23.52 | |
| Fairway Group Holdings | 0.9 | $7.2M | 395k | 18.16 | |
| Perfect World | 0.8 | $6.5M | 363k | 17.78 | |
| JinkoSolar Holding (JKS) | 0.8 | $6.1M | 208k | 29.30 | |
| Abengoa Sa | 0.6 | $4.5M | 300k | 15.08 | |
| Rentrak Corporation | 0.6 | $4.3M | 114k | 37.89 | |
| Benefitfocus | 0.3 | $2.6M | 45k | 57.73 | |
| D Bona Film Group | 0.1 | $597k | 104k | 5.74 |
