Bwcp, LP Portfolio Holdings

Bwcp, LP

  • $460 Million
  • Q3 2024

Bwcp, LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $460 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Callaway Golf CO with a value of $36.4M, Boyd Gaming Corp with a value of $35.9M, Zeta Global Holdings Corp. with a value of $30.5M, Vertiv Holdings CO with a value of $26.2M, and Academy Sports & Outdoors, Inc. with a value of $24.4M.

Examining the 13F form we can see an increase of $57M in the current position value, from $403M to 460M.

Bwcp, LP is based out at Dallas, TX

Below you can find more details about Bwcp, LP portfolio as well as his latest detailed transactions.

Portfolio value $460 Million
Consumer Cyclical: $251 Million
Technology: $111 Million
Industrials: $50.8 Million
Communication Services: $48.2 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$246M
$8.7 Million 1.89% of portfolio
621,567
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $460 Million
  • Prior Value $403 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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