Cowbird Capital as of June 30, 2022
Portfolio Holdings for Cowbird Capital
Cowbird Capital holds 7 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NCR Corporation (VYX) | 18.7 | $33M | 1.1M | 31.11 | |
| Xpel (XPEL) | 18.1 | $32M | 696k | 45.93 | |
| Iqvia Holdings (IQV) | 17.4 | $31M | 141k | 216.99 | |
| Avid Technology | 15.7 | $28M | 1.1M | 25.95 | |
| Celsius Hldgs Com New (CELH) | 13.8 | $24M | 373k | 65.26 | |
| Liberty Media Corp Del Com Ser C Frmla | 10.3 | $18M | 285k | 63.47 | |
| Driven Brands Hldgs (DRVN) | 6.0 | $11M | 382k | 27.54 |
