Cowbird Capital as of Sept. 30, 2022
Portfolio Holdings for Cowbird Capital
Cowbird Capital holds 8 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 |
|---|---|---|---|---|---|
| Xpel (XPEL) | 20.0 | $32M | 489k | 64.44 | |
| Iqvia Holdings (IQV) | 17.2 | $27M | 150k | 181.14 | |
| Palo Alto Networks (PANW) | 14.2 | $22M | 137k | 163.79 | |
| Avid Technology | 13.0 | $20M | 879k | 23.26 | |
| Liberty Media Corp Del Com Ser C Frmla | 10.6 | $17M | 285k | 58.50 | |
| Mister Car Wash (MCW) | 10.1 | $16M | 1.9M | 8.58 | |
| Driven Brands Hldgs (DRVN) | 8.6 | $14M | 486k | 27.98 | |
| NCR Corporation Call Option (VYX) | 6.4 | $10M | 531k | 19.01 |
