Cowbird Capital as of June 30, 2023
Portfolio Holdings for Cowbird Capital
Cowbird Capital holds 9 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpel (XPEL) | 14.8 | $36M | 423k | 84.22 | |
| Driven Brands Hldgs (DRVN) | 12.2 | $30M | 1.1M | 27.06 | |
| Global E Online SHS (GLBE) | 11.5 | $28M | 678k | 40.94 | |
| Progyny (PGNY) | 11.4 | $28M | 701k | 39.34 | |
| Target Hospitality Corp (TH) | 11.2 | $27M | 2.0M | 13.42 | |
| Palo Alto Networks (PANW) | 10.5 | $25M | 99k | 255.51 | |
| Liberty Media Corp Del Com Ser C Frmla | 10.4 | $25M | 334k | 75.28 | |
| Super Micro Computer (SMCI) | 9.6 | $23M | 93k | 249.25 | |
| Toast Cl A (TOST) | 8.4 | $20M | 896k | 22.57 |
