Greenvale Capital as of Dec. 31, 2023
Portfolio Holdings for Greenvale Capital
Greenvale Capital holds 15 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sunrun (RUN) | 13.9 | $163M | 8.3M | 19.63 | |
| Cyberark Software SHS (CYBR) | 12.6 | $148M | 675k | 219.05 | |
| Planet Fitness Cl A (PLNT) | 10.8 | $127M | 1.7M | 73.00 | |
| Pvh Corporation (PVH) | 10.1 | $119M | 975k | 122.12 | |
| Paypal Holdings (PYPL) | 8.9 | $104M | 1.7M | 61.41 | |
| Udemy (UDMY) | 8.3 | $97M | 6.6M | 14.73 | |
| ResMed (RMD) | 8.1 | $95M | 552k | 172.02 | |
| Cars (CARS) | 7.5 | $88M | 4.6M | 18.97 | |
| FTI Consulting (FCN) | 5.2 | $61M | 305k | 199.15 | |
| Accel Entertainment Com Cl A1 (ACEL) | 4.8 | $56M | 5.5M | 10.27 | |
| 2u Debt 4.500% 2/0 (Principal) | 4.6 | $54M | 133M | 0.41 | |
| 2u Note 2.250% 5/0 (Principal) | 2.5 | $29M | 58M | 0.51 | |
| Nerdy Cl A Com (NRDY) | 2.5 | $29M | 8.5M | 3.43 | |
| 2u | 0.4 | $4.2M | 3.5M | 1.23 | |
| Cazoo Group Cl A (CZOOF) | 0.0 | $230k | 24k | 9.50 |
