Cowbird Capital as of March 31, 2023
Portfolio Holdings for Cowbird Capital
Cowbird Capital holds 8 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpel (XPEL) | 14.4 | $31M | 459k | 67.95 | |
| Avid Technology | 13.9 | $30M | 942k | 31.98 | |
| Progyny (PGNY) | 13.0 | $28M | 874k | 32.12 | |
| Target Hospitality Corp (TH) | 12.7 | $28M | 2.1M | 13.14 | |
| Palo Alto Networks (PANW) | 11.7 | $25M | 126k | 199.74 | |
| Liberty Media Corp Del Com Ser C Frmla | 11.6 | $25M | 334k | 74.83 | |
| Iqvia Holdings (IQV) | 11.5 | $25M | 125k | 198.89 | |
| Driven Brands Hldgs (DRVN) | 11.2 | $24M | 797k | 30.31 |
