Cowbird Capital as of March 31, 2022
Portfolio Holdings for Cowbird Capital
Cowbird Capital holds 10 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NCR Corporation (VYX) | 17.1 | $45M | 1.1M | 40.19 | |
| Avid Technology | 15.9 | $42M | 1.2M | 34.87 | |
| Xpel (XPEL) | 11.0 | $29M | 558k | 52.61 | |
| Iqvia Holdings (IQV) | 10.9 | $29M | 126k | 231.21 | |
| Everi Hldgs (EVRI) | 9.8 | $26M | 1.2M | 21.00 | |
| Mister Car Wash (MCW) | 8.4 | $22M | 1.5M | 14.79 | |
| Liberty Media Corp Del Com Ser C Frmla | 7.5 | $20M | 285k | 69.84 | |
| Peloton Interactive Cl A Com (PTON) | 7.1 | $19M | 712k | 26.42 | |
| Celsius Hldgs Com New (CELH) | 6.6 | $18M | 318k | 55.18 | |
| Citi Trends (CTRN) | 5.6 | $15M | 490k | 30.63 |
