BWCP as of Dec. 31, 2021
Portfolio Holdings for BWCP
BWCP holds 17 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertiv Holdings Com Cl A (VRT) | 12.1 | $23M | 907k | 24.97 | |
| Dxc Technology (DXC) | 10.3 | $19M | 598k | 32.19 | |
| Godaddy Cl A (GDDY) | 8.4 | $16M | 185k | 84.86 | |
| Callaway Golf Company (MODG) | 7.1 | $13M | 484k | 27.44 | |
| Academy Sports & Outdoor (ASO) | 6.9 | $13M | 293k | 43.90 | |
| Amazon (AMZN) | 6.5 | $12M | 3.6k | 3334.34 | |
| Meta Platforms Cl A (META) | 6.4 | $12M | 35k | 336.36 | |
| Planet Fitness Cl A (PLNT) | 6.2 | $12M | 128k | 90.58 | |
| Liberty Media Corp Del Com A Siriusxm | 5.9 | $11M | 216k | 50.85 | |
| Deckers Outdoor Corporation (DECK) | 5.7 | $11M | 29k | 366.32 | |
| Open Lending Corp Com Cl A (LPRO) | 4.7 | $8.7M | 388k | 22.48 | |
| Janus International Group In Common Stock (JBI) | 4.4 | $8.2M | 656k | 12.52 | |
| Avepoint Com Cl A (AVPT) | 4.3 | $8.1M | 1.3M | 6.29 | |
| Digitalocean Hldgs (DOCN) | 4.1 | $7.6M | 94k | 80.33 | |
| Metropcs Communications (TMUS) | 3.5 | $6.6M | 57k | 115.98 | |
| Sprout Social Com Cl A (SPT) | 2.2 | $4.2M | 46k | 90.68 | |
| Kaleyra | 1.4 | $2.6M | 261k | 10.04 |
