Crestwood Capital Management as of June 30, 2013
Portfolio Holdings for Crestwood Capital Management
Crestwood Capital Management holds 44 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Reit (AMT) | 8.1 | $57M | 784k | 73.17 | |
| Gnc Holdings Inc Cl A | 5.2 | $37M | 836k | 44.21 | |
| J.B. Hunt Transport Services (JBHT) | 5.1 | $36M | 502k | 72.24 | |
| General Motors Company (GM) | 4.5 | $32M | 966k | 33.31 | |
| Starwood Hotels & Resorts Worldwide | 4.1 | $29M | 460k | 63.19 | |
| Ctrip.com International | 4.1 | $29M | 888k | 32.63 | |
| Equinix | 4.0 | $28M | 152k | 184.72 | |
| Delphi Automotive | 3.8 | $27M | 523k | 50.69 | |
| Verisk Analytics (VRSK) | 3.2 | $23M | 376k | 59.70 | |
| eBay (EBAY) | 3.1 | $22M | 418k | 51.72 | |
| Kirby Corporation (KEX) | 3.0 | $21M | 269k | 79.54 | |
| Spirit AeroSystems Holdings (SPR) | 2.7 | $19M | 888k | 21.48 | |
| Sensata Technologies Hldg Bv | 2.7 | $19M | 543k | 34.90 | |
| Francescas Hldgs Corp | 2.7 | $19M | 679k | 27.79 | |
| 2.5 | $18M | 20k | 880.38 | ||
| Melco Crown Entertainment (MLCO) | 2.3 | $16M | 732k | 22.36 | |
| Michael Kors Holdings | 2.3 | $16M | 261k | 62.02 | |
| Colfax Corporation | 2.3 | $16M | 308k | 52.11 | |
| LKQ Corporation (LKQ) | 2.2 | $16M | 616k | 25.75 | |
| Tyco International Ltd S hs | 2.2 | $16M | 470k | 32.95 | |
| Genesee & Wyoming | 2.2 | $16M | 182k | 84.84 | |
| Five Below (FIVE) | 2.2 | $15M | 418k | 36.84 | |
| Fairway Group Holdings | 1.9 | $13M | 554k | 24.17 | |
| Saic | 1.9 | $13M | 941k | 13.93 | |
| Hyatt Hotels Corporation (H) | 1.8 | $13M | 314k | 40.36 | |
| Expeditors International of Washington (EXPD) | 1.7 | $12M | 314k | 38.04 | |
| Tibco Software | 1.6 | $11M | 523k | 21.40 | |
| Radian (RDN) | 1.5 | $11M | 930k | 11.62 | |
| Dollar Tree (DLTR) | 1.5 | $11M | 210k | 50.84 | |
| TransDigm Group Incorporated (TDG) | 1.5 | $11M | 68k | 156.78 | |
| Home Loan Servicing Solution ord | 1.5 | $10M | 434k | 23.97 | |
| Bazaarvoice | 1.4 | $9.9M | 1.0M | 9.43 | |
| Moody's Corporation (MCO) | 1.4 | $9.6M | 157k | 60.93 | |
| Baidu (BIDU) | 1.3 | $8.9M | 94k | 94.60 | |
| McGraw-Hill Companies | 1.1 | $7.8M | 146k | 53.19 | |
| Cognizant Technology Solutions (CTSH) | 0.9 | $6.5M | 105k | 62.64 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.9 | $6.1M | 209k | 29.16 | |
| Blue Nile | 0.8 | $5.9M | 157k | 37.78 | |
| Avis Budget (CAR) | 0.8 | $5.7M | 199k | 28.75 | |
| Hertz Global Holdings | 0.7 | $4.9M | 199k | 24.80 | |
| Wesco Aircraft Holdings | 0.5 | $3.7M | 200k | 18.57 | |
| Bankrate | 0.4 | $3.0M | 210k | 14.36 | |
| Tile Shop Hldgs (TTSH) | 0.4 | $2.9M | 100k | 28.96 | |
| Perfect World | 0.1 | $728k | 42k | 17.42 |
