Cowbird Capital as of Dec. 31, 2022
Portfolio Holdings for Cowbird Capital
Cowbird Capital holds 10 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpel (XPEL) | 15.3 | $30M | 496k | 60.06 | |
| Avid Technology | 12.0 | $23M | 879k | 26.59 | |
| Iqvia Holdings (IQV) | 11.5 | $23M | 110k | 204.89 | |
| Target Hospitality Corp (TH) | 11.2 | $22M | 1.4M | 15.14 | |
| Progyny (PGNY) | 11.2 | $22M | 700k | 31.15 | |
| Mister Car Wash (MCW) | 10.3 | $20M | 2.2M | 9.23 | |
| Liberty Media Corp Del Com Ser C Frmla | 10.2 | $20M | 334k | 59.78 | |
| Driven Brands Hldgs (DRVN) | 8.2 | $16M | 582k | 27.31 | |
| Fortinet (FTNT) | 6.6 | $13M | 264k | 48.89 | |
| Palo Alto Networks (PANW) | 3.4 | $6.5M | 47k | 139.54 |
