Crestwood Capital Management as of March 31, 2013
Portfolio Holdings for Crestwood Capital Management
Crestwood Capital Management holds 48 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Reit (AMT) | 6.9 | $56M | 726k | 76.92 | |
| Gnc Holdings Inc Cl A | 5.6 | $45M | 1.2M | 39.28 | |
| Delphi Automotive | 5.5 | $44M | 998k | 44.40 | |
| J.B. Hunt Transport Services (JBHT) | 4.7 | $38M | 504k | 74.48 | |
| Mrc Global Inc cmn (MRC) | 3.7 | $30M | 914k | 32.93 | |
| eBay (EBAY) | 3.7 | $30M | 551k | 54.22 | |
| Michael Kors Holdings | 3.7 | $30M | 525k | 56.79 | |
| Starwood Hotels & Resorts Worldwide | 3.6 | $29M | 462k | 63.73 | |
| Equinix | 3.5 | $28M | 131k | 216.31 | |
| Saic | 3.4 | $28M | 2.0M | 13.55 | |
| General Motors Company (GM) | 3.3 | $27M | 970k | 27.82 | |
| Wright Express (WEX) | 3.1 | $25M | 323k | 78.50 | |
| Hyatt Hotels Corporation (H) | 3.0 | $25M | 567k | 43.23 | |
| Kirby Corporation (KEX) | 2.9 | $24M | 310k | 76.80 | |
| Melco Crown Entertainment (MLCO) | 2.9 | $23M | 998k | 23.35 | |
| Verisk Analytics (VRSK) | 2.9 | $23M | 378k | 61.62 | |
| Pentair | 2.9 | $23M | 441k | 52.75 | |
| Focus Media Holding | 2.6 | $21M | 772k | 26.81 | |
| Sensata Technologies Hldg Bv | 2.3 | $19M | 575k | 32.87 | |
| TransDigm Group Incorporated (TDG) | 2.3 | $19M | 121k | 152.92 | |
| Williams Companies (WMB) | 1.9 | $15M | 399k | 37.46 | |
| Ctrip.com International | 1.8 | $15M | 683k | 21.38 | |
| Moody's Corporation (MCO) | 1.7 | $14M | 263k | 53.32 | |
| Blue Nile | 1.7 | $14M | 399k | 34.45 | |
| Dick's Sporting Goods (DKS) | 1.5 | $12M | 263k | 47.30 | |
| LKQ Corporation (LKQ) | 1.4 | $12M | 536k | 21.76 | |
| Spirit AeroSystems Holdings (SPR) | 1.4 | $11M | 578k | 18.99 | |
| Airgas | 1.4 | $11M | 110k | 99.16 | |
| SBA Communications Corporation | 1.3 | $11M | 147k | 72.00 | |
| 1.2 | $9.8M | 12k | 794.21 | ||
| Tibco Software | 1.2 | $9.6M | 473k | 20.22 | |
| Colfax Corporation | 1.2 | $9.6M | 206k | 46.54 | |
| Baidu (BIDU) | 1.1 | $9.2M | 105k | 87.70 | |
| McGraw-Hill Companies | 1.0 | $8.2M | 158k | 52.08 | |
| Expeditors International of Washington (EXPD) | 0.9 | $7.5M | 210k | 35.73 | |
| Francescas Hldgs Corp | 0.9 | $7.2M | 249k | 28.72 | |
| Home Loan Servicing Solution | 0.9 | $7.0M | 299k | 23.33 | |
| Hub (HUBG) | 0.8 | $6.1M | 158k | 38.46 | |
| Bazaarvoice | 0.7 | $5.9M | 811k | 7.32 | |
| Teradata Corporation (TDC) | 0.6 | $4.9M | 84k | 58.51 | |
| Duff & Phelps Corporation | 0.6 | $4.9M | 318k | 15.51 | |
| Trina Solar | 0.6 | $5.0M | 1.4M | 3.63 | |
| Ubs Ag Cmn | 0.4 | $3.1M | 202k | 15.39 | |
| Tile Shop Hldgs (TTSH) | 0.3 | $2.6M | 126k | 21.01 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.3 | $2.6M | 84k | 30.37 | |
| Silver Spring Networks | 0.3 | $2.1M | 120k | 17.33 | |
| VELTI PLC ST Helier | 0.2 | $1.5M | 770k | 1.99 | |
| Dollar Tree (DLTR) | 0.1 | $398k | 8.2k | 48.44 |
