Lynwood Price Capital Management as of March 31, 2025
Portfolio Holdings for Lynwood Price Capital Management
Lynwood Price Capital Management holds 15 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 11.3 | $20M | 104k | 190.26 | |
| Microsoft Corporation (MSFT) | 11.2 | $20M | 53k | 375.39 | |
| Lpl Financial Holdings (LPLA) | 9.8 | $17M | 53k | 327.14 | |
| Kkr & Co (KKR) | 9.6 | $17M | 146k | 115.61 | |
| salesforce (CRM) | 8.6 | $15M | 56k | 268.36 | |
| TransDigm Group Incorporated (TDG) | 8.5 | $15M | 11k | 1383.29 | |
| McKesson Corporation (MCK) | 8.4 | $15M | 22k | 672.99 | |
| Iqvia Holdings (IQV) | 7.1 | $12M | 70k | 176.30 | |
| Uber Technologies (UBER) | 4.9 | $8.5M | 117k | 72.86 | |
| Shift4 Pmts Cla (FOUR) | 4.8 | $8.5M | 104k | 81.71 | |
| Visa Com Cla (V) | 4.7 | $8.2M | 24k | 350.46 | |
| S&p Global (SPGI) | 3.4 | $5.9M | 12k | 508.10 | |
| First Advantage Corp (FA) | 3.0 | $5.3M | 374k | 14.09 | |
| Equifax (EFX) | 2.4 | $4.3M | 18k | 243.56 | |
| D.R. Horton (DHI) | 2.4 | $4.2M | 33k | 127.13 |
