Crestwood Capital Management

Crestwood Capital Management as of Sept. 30, 2012

Portfolio Holdings for Crestwood Capital Management

Crestwood Capital Management holds 39 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Tower Reit (AMT) 7.8 $53M 742k 71.39
Google 7.0 $48M 64k 754.50
Gnc Holdings Inc Cl A 6.9 $47M 1.2M 38.97
J.B. Hunt Transport Services (JBHT) 5.9 $40M 774k 52.04
Starwood Hotels & Resorts Worldwide 5.1 $35M 599k 57.96
Moody's Corporation (MCO) 4.8 $33M 742k 44.17
Focus Media Holding 4.4 $30M 1.3M 23.40
Delphi Automotive 4.3 $30M 954k 31.00
Verisk Analytics (VRSK) 3.4 $23M 488k 47.61
Blue Nile 3.0 $21M 557k 37.09
SBA Communications Corporation 2.9 $20M 318k 62.90
Baidu (BIDU) 2.9 $20M 170k 116.89
Mrc Global Inc cmn (MRC) 2.9 $20M 795k 24.59
General Motors Company (GM) 2.8 $19M 848k 22.75
C.H. Robinson Worldwide (CHRW) 2.7 $19M 318k 58.58
Spirit AeroSystems Holdings (SPR) 2.5 $17M 782k 22.21
Saic 2.4 $17M 1.4M 12.04
Pentair 2.4 $17M 371k 44.51
TransDigm Group Incorporated (TDG) 2.4 $16M 113k 141.87
Kirby Corporation (KEX) 2.2 $15M 276k 55.28
eBay (EBAY) 2.1 $15M 302k 48.37
Allegheny Technologies Incorporated (ATI) 1.9 $13M 413k 31.90
Equinix 1.9 $13M 64k 206.05
Michael Kors Holdings 1.6 $11M 209k 53.18
Hyatt Hotels Corporation (H) 1.6 $11M 265k 40.15
TRW Automotive Holdings 1.5 $10M 233k 43.71
HDFC Bank (HDB) 1.5 $10M 265k 37.58
Dick's Sporting Goods (DKS) 1.4 $9.9M 191k 51.85
Sensata Technologies Hldg Bv 1.2 $8.0M 269k 29.77
LKQ Corporation (LKQ) 1.1 $7.6M 413k 18.48
Francescas Hldgs Corp 1.0 $6.5M 212k 30.73
Bazaarvoice 0.9 $6.4M 424k 15.15
Duff & Phelps Corporation 0.8 $5.8M 424k 13.61
VELTI PLC ST Helier 0.8 $5.6M 674k 8.37
Chart Industries (GTLS) 0.7 $4.7M 64k 73.85
Wesco Aircraft Holdings 0.2 $1.7M 125k 13.66
Guidewire Software (GWRE) 0.2 $1.6M 53k 31.06
Five Below (FIVE) 0.2 $1.6M 42k 39.08
Information Services (III) 0.1 $631k 509k 1.24