Crestwood Capital Management as of March 31, 2014
Portfolio Holdings for Crestwood Capital Management
Crestwood Capital Management holds 43 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Starwood Hotels & Resorts Worldwide | 5.0 | $41M | 510k | 79.60 | |
| 4.7 | $38M | 34k | 1114.51 | ||
| Cognizant Technology Solutions (CTSH) | 4.4 | $36M | 707k | 50.60 | |
| Colfax Corporation | 4.3 | $35M | 492k | 71.33 | |
| Delphi Automotive | 4.1 | $33M | 491k | 67.86 | |
| Tyco International Ltd S hs | 3.9 | $32M | 755k | 42.40 | |
| Crown Castle International | 3.8 | $31M | 421k | 73.78 | |
| Boeing Company (BA) | 3.7 | $31M | 243k | 125.49 | |
| LKQ Corporation (LKQ) | 3.7 | $30M | 1.1M | 26.35 | |
| TransDigm Group Incorporated (TDG) | 3.6 | $29M | 158k | 185.20 | |
| HDFC Bank (HDB) | 3.1 | $26M | 624k | 41.03 | |
| TRW Automotive Holdings | 2.9 | $23M | 286k | 81.62 | |
| General Motors Company (GM) | 2.9 | $23M | 676k | 34.42 | |
| Melco Crown Entertainment (MLCO) | 2.6 | $22M | 557k | 38.65 | |
| McGraw-Hill Companies | 2.6 | $21M | 281k | 76.30 | |
| Kirby Corporation (KEX) | 2.6 | $21M | 208k | 101.25 | |
| Lowe's Companies (LOW) | 2.4 | $20M | 400k | 48.90 | |
| Michael Kors Holdings | 2.3 | $19M | 200k | 93.27 | |
| Gnc Holdings Inc Cl A | 2.3 | $19M | 420k | 44.02 | |
| Xpo Logistics Inc equity (XPO) | 2.2 | $18M | 617k | 29.41 | |
| 21vianet Group (VNET) | 2.0 | $17M | 582k | 28.70 | |
| Home Depot (HD) | 2.0 | $17M | 208k | 79.13 | |
| Signet Jewelers (SIG) | 2.0 | $17M | 156k | 105.86 | |
| Kate Spade & Co | 2.0 | $17M | 445k | 37.09 | |
| J.B. Hunt Transport Services (JBHT) | 2.0 | $17M | 229k | 71.92 | |
| Five Below (FIVE) | 2.0 | $16M | 385k | 42.48 | |
| Extended Stay America | 1.8 | $15M | 645k | 22.77 | |
| Moody's Corporation (MCO) | 1.8 | $15M | 183k | 79.32 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 1.7 | $14M | 94k | 149.29 | |
| Cabela's Incorporated | 1.7 | $14M | 208k | 65.51 | |
| JinkoSolar Holding (JKS) | 1.6 | $13M | 464k | 27.95 | |
| Hyatt Hotels Corporation (H) | 1.6 | $13M | 239k | 53.81 | |
| Steelcase (SCS) | 1.5 | $12M | 728k | 16.61 | |
| 58 Com Inc spon adr rep a | 1.4 | $12M | 283k | 41.63 | |
| Visa (V) | 1.4 | $11M | 52k | 215.87 | |
| Landstar System (LSTR) | 1.3 | $11M | 177k | 59.22 | |
| Ctrip.com International | 1.1 | $8.9M | 177k | 50.42 | |
| Wright Express (WEX) | 1.0 | $7.9M | 83k | 95.06 | |
| Abengoa Sa | 0.8 | $7.0M | 300k | 23.25 | |
| Rentrak Corporation | 0.8 | $6.9M | 114k | 60.28 | |
| Pandora Media | 0.8 | $6.3M | 208k | 30.32 | |
| Gentex Corporation (GNTX) | 0.4 | $3.3M | 104k | 31.53 | |
| Insperity (NSP) | 0.2 | $2.0M | 64k | 30.98 |
