Crestwood Capital Management, L.P. Portfolio Holdings by Sector
Crestwood Capital Management, L.P.
- $90.4 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Banks—Regional | Financial Services
IBN 1 stocks |
$18,002
19.92% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
BROS 1 stocks |
$16,519
18.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$14,258
15.78% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Luxury Goods | Consumer Cyclical
REAL 1 stocks |
$13,044
14.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
DV BRZE JAMF 3 stocks |
$12,596
13.94% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
AMD 1 stocks |
$6,440
7.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
SONO 1 stocks |
$4,888
5.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
HTHT 1 stocks |
$2,708
3.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
FIVE 1 stocks |
$1,899
2.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|