BWCP as of Sept. 30, 2022
Portfolio Holdings for BWCP
BWCP holds 16 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertiv Holdings Com Cl A (VRT) | 14.6 | $29M | 2.0M | 14.31 | |
| Metropcs Communications (TMUS) | 12.2 | $24M | 161k | 151.56 | |
| Godaddy Cl A (GDDY) | 8.2 | $16M | 203k | 80.40 | |
| Boyd Gaming Corporation (BYD) | 8.0 | $16M | 275k | 57.76 | |
| Deckers Outdoor Corporation (DECK) | 7.6 | $15M | 43k | 349.93 | |
| Academy Sports & Outdoor (ASO) | 7.4 | $15M | 335k | 44.03 | |
| Workday Cl A (WDAY) | 7.1 | $14M | 91k | 155.82 | |
| Dxc Technology (DXC) | 6.2 | $12M | 433k | 28.75 | |
| Amazon (AMZN) | 6.1 | $12M | 120k | 102.44 | |
| Crocs (CROX) | 6.1 | $12M | 172k | 70.75 | |
| Callaway Golf Company (MODG) | 5.5 | $11M | 593k | 18.72 | |
| Janus International Group In Common Stock (JBI) | 3.4 | $6.7M | 697k | 9.63 | |
| Liberty Media Corp Del Com A Siriusxm | 3.0 | $6.0M | 142k | 42.44 | |
| Sprout Social Com Cl A (SPT) | 2.5 | $5.1M | 84k | 60.33 | |
| Digitalocean Hldgs (DOCN) | 2.0 | $4.1M | 113k | 35.92 | |
| Avepoint Com Cl A (AVPT) | 0.0 | $16k | 3.6k | 4.47 |
