BWCP, LP: 13F holdings
CIK 17878932026Q2
| Positions | 24 |
|---|---|
| Reported value | $700.1m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ZETA ZETA GLOBAL HOLDINGS CORP | 4,125,636 | $81.2m | 11.6% |
| UAL UNITED AIRLS HLDGS INC | 431,744 | $58.7m | 8.4% |
| BYD BOYD GAMING CORP | 500,568 | $44.2m | 6.3% |
| AMER SPORTS INC | 1,157,738 | $39.2m | 5.6% |
| GPGI INC | 2,343,475 | $37.1m | 5.3% |
| JHX JAMES HARDIE INDS PLC | 1,380,185 | $36.1m | 5.2% |
| TTMI TTM TECHNOLOGIES INC | 181,478 | $33.9m | 4.8% |
| MSI MOTOROLA SOLUTIONS INC | 78,895 | $32.8m | 4.7% |
| PRMB PRIMO BRANDS CORPORATION | 1,223,926 | $29.9m | 4.3% |
| MKSI MKS INC. | 60,867 | $27.1m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1787893")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.