Greenvale Capital as of June 30, 2022
Portfolio Holdings for Greenvale Capital
Greenvale Capital holds 16 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tenable Hldgs (TENB) | 12.4 | $114M | 2.5M | 45.41 | |
| Sunrun (RUN) | 8.7 | $79M | 3.4M | 23.36 | |
| 4068594 Enphase Energy (ENPH) | 8.6 | $79M | 405k | 195.24 | |
| Adient Ord Shs (ADNT) | 8.1 | $74M | 2.5M | 29.63 | |
| Pvh Corporation (PVH) | 7.3 | $67M | 1.2M | 56.90 | |
| Qualtrics Intl Com Cl A | 7.0 | $65M | 5.2M | 12.51 | |
| 2u (TWOU) | 6.7 | $62M | 5.9M | 10.47 | |
| Accel Entertainment Com Cl A1 (ACEL) | 6.2 | $57M | 5.4M | 10.62 | |
| Kroger (KR) | 5.7 | $52M | 1.1M | 47.33 | |
| Cars (CARS) | 5.6 | $51M | 5.4M | 9.43 | |
| Udemy (UDMY) | 5.3 | $49M | 4.8M | 10.21 | |
| Zim Integrated Shipping Serv SHS Put Option (ZIM) | 5.2 | $47M | 1.0M | 47.23 | |
| Beyond Meat Put Option | 5.1 | $47M | 1.9M | 23.94 | |
| FTI Consulting (FCN) | 4.1 | $38M | 209k | 180.85 | |
| Cazoo Group | 2.3 | $21M | 29M | 0.72 | |
| Nerdy Cl A Com (NRDY) | 1.9 | $17M | 8.0M | 2.13 |
