Bwcp, LP Portfolio Holdings
Bwcp, LP
- $534 Million
- Q2 2025
Bwcp, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $534 Million distributed in 27 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Zeta Global Holdings Corp. with a value of $42.5M, Boyd Gaming Corp with a value of $41.8M, Planet Fitness, Inc. with a value of $30.6M, United Airlines Holdings, Inc. with a value of $29.2M, and Coupang, Inc. with a value of $28.5M.
Examining the 13F form we can see an increase of $76.1M in the current position value, from $458M to 534M.
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
$534 Million
Consumer Cyclical: $228 Million
Technology: $168 Million
Industrials: $95.4 Million
Communication Services: $33 Million
Real Estate: $9.94 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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