BWCP as of Dec. 31, 2022
Portfolio Holdings for BWCP
BWCP holds 16 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertiv Holdings Com Cl A (VRT) | 13.3 | $30M | 2.2M | 13.66 | |
| Metropcs Communications (TMUS) | 8.9 | $20M | 144k | 140.00 | |
| Deckers Outdoor Corporation (DECK) | 8.7 | $20M | 50k | 399.16 | |
| Boyd Gaming Corporation (BYD) | 7.5 | $17M | 314k | 54.53 | |
| Academy Sports & Outdoor (ASO) | 7.5 | $17M | 323k | 52.54 | |
| Godaddy Cl A (GDDY) | 7.0 | $16M | 212k | 74.82 | |
| Workday Cl A (WDAY) | 6.9 | $16M | 93k | 167.33 | |
| Crocs (CROX) | 6.8 | $15M | 142k | 108.43 | |
| Callaway Golf Company (MODG) | 6.2 | $14M | 716k | 19.75 | |
| Amazon (AMZN) | 5.5 | $12M | 147k | 84.00 | |
| Dxc Technology (DXC) | 4.8 | $11M | 411k | 26.50 | |
| Tyler Technologies (TYL) | 4.8 | $11M | 34k | 322.41 | |
| Charter Communications Inc N Cl A (CHTR) | 4.4 | $10M | 29k | 339.10 | |
| Janus International Group In Common Stock (JBI) | 2.9 | $6.6M | 697k | 9.52 | |
| Liberty Media Corp Del Com A Siriusxm | 2.8 | $6.4M | 163k | 39.31 | |
| Sprout Social Com Cl A (SPT) | 2.0 | $4.5M | 80k | 56.46 |
