Crestwood Capital Management

Crestwood Capital Management as of June 30, 2014

Portfolio Holdings for Crestwood Capital Management

Crestwood Capital Management holds 52 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Starwood Hotels & Resorts Worldwide 4.7 $38M 470k 80.82
LKQ Corporation (LKQ) 3.8 $31M 1.2M 26.69
Boeing Company (BA) 3.6 $29M 229k 127.23
General Motors Company (GM) 3.5 $29M 799k 36.30
TRW Automotive Holdings 3.5 $28M 315k 89.52
Signet Jewelers (SIG) 3.4 $28M 254k 110.59
Colfax Corporation 3.4 $28M 376k 74.54
Tyco International Ltd S hs 3.1 $26M 564k 45.60
Cabela's Incorporated 3.1 $25M 404k 62.40
ICICI Bank (IBN) 3.0 $25M 494k 49.90
Kirby Corporation (KEX) 2.8 $23M 197k 117.14
Melco Crown Entertainment (MLCO) 2.8 $23M 645k 35.71
Crown Castle International 2.6 $22M 291k 74.26
Delphi Automotive 2.5 $21M 303k 68.74
Hyatt Hotels Corporation (H) 2.4 $20M 320k 60.98
Michael Kors Holdings 2.4 $19M 216k 88.65
McGraw-Hill Companies 2.3 $19M 226k 83.03
Xpo Logistics Inc equity (XPO) 2.2 $18M 635k 28.62
Cognizant Technology Solutions (CTSH) 2.1 $17M 348k 48.91
Five Below (FIVE) 2.1 $17M 423k 39.91
Kate Spade & Co 2.0 $16M 423k 38.14
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 1.9 $16M 85k 187.74
TransDigm Group Incorporated (TDG) 1.9 $16M 94k 167.26
21vianet Group (VNET) 1.9 $16M 526k 29.97
Proto Labs (PRLB) 1.9 $15M 188k 81.92
Extended Stay America 1.9 $15M 655k 23.16
Trinet (TNET) 1.8 $15M 622k 24.07
Google Inc Class C 1.8 $15M 25k 575.30
Nord Anglia Education 1.6 $13M 700k 18.30
Tuesday Morning Corporation 1.5 $13M 707k 17.82
JinkoSolar Holding (JKS) 1.5 $13M 418k 30.17
Moody's Corporation (MCO) 1.5 $12M 141k 87.66
Hub (HUBG) 1.5 $12M 244k 50.40
Solarcity 1.5 $12M 174k 70.60
Google 1.4 $12M 20k 584.65
58 Com Inc spon adr rep a 1.4 $11M 211k 54.06
Home Depot (HD) 1.3 $11M 132k 80.96
Abengoa Yield 1.3 $10M 275k 37.82
Pandora Media 1.3 $10M 348k 29.50
Steelcase (SCS) 1.2 $10M 658k 15.13
Visa (V) 1.2 $9.9M 47k 210.70
Wright Express (WEX) 1.2 $9.9M 94k 104.97
HDFC Bank (HDB) 1.2 $9.7M 207k 46.82
Lowe's Companies (LOW) 1.2 $9.5M 197k 47.99
Electronics For Imaging 0.9 $7.1M 156k 45.20
MasterCard Incorporated (MA) 0.7 $5.5M 75k 73.47
Expeditors International of Washington (EXPD) 0.7 $5.4M 122k 44.16
American Tower Reit (AMT) 0.6 $5.1M 56k 89.98
Rentrak Corporation 0.5 $3.7M 71k 52.45
Gnc Holdings Inc Cl A 0.2 $1.5M 45k 34.10
3D Systems Corporation (DDD) 0.1 $628k 11k 59.81
Golar Lng (GLNG) 0.1 $543k 9.0k 60.08