Greenvale Capital as of Sept. 30, 2022
Portfolio Holdings for Greenvale Capital
Greenvale Capital holds 14 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zim Integrated Shipping Serv SHS Put Option (ZIM) | 18.1 | $176M | 7.5M | 23.50 | |
| Tenable Hldgs (TENB) | 14.0 | $136M | 3.9M | 34.80 | |
| FTI Consulting (FCN) | 8.1 | $79M | 475k | 165.71 | |
| Qualtrics Intl Com Cl A | 7.3 | $71M | 7.0M | 10.18 | |
| Sunrun (RUN) | 7.3 | $71M | 2.6M | 27.59 | |
| Kroger (KR) | 7.2 | $70M | 1.6M | 43.75 | |
| Pvh Corporation (PVH) | 6.7 | $65M | 1.5M | 44.80 | |
| Udemy (UDMY) | 6.6 | $64M | 5.3M | 12.09 | |
| Cars (CARS) | 6.4 | $62M | 5.4M | 11.50 | |
| Adient Ord Shs (ADNT) | 6.3 | $62M | 2.2M | 27.75 | |
| Accel Entertainment Com Cl A1 (ACEL) | 4.3 | $42M | 5.4M | 7.81 | |
| 2u | 3.8 | $37M | 5.9M | 6.25 | |
| Cazoo Group | 2.2 | $22M | 47M | 0.46 | |
| Nerdy Cl A Com (NRDY) | 1.7 | $17M | 8.0M | 2.11 |