Holdings
Bwcp, LP
As of Jun 30, 2026, Bwcp, LP reported 22 positions worth US$638M. Largest: Zeta Global Holdings Corp., United Airlines Holdings, Inc. and Boyd Gaming Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Zeta Global Holdings Corp. | 4.13M | US$81.2M | −386K | Jun 30, 2026 |
| United Airlines Holdings, Inc. | 432K | US$58.7M | −21,129 | Jun 30, 2026 |
| Boyd Gaming Corporation | 501K | US$44.2M | +36,462 | Jun 30, 2026 |
| Amer Sports, Inc. | 1.16M | US$39.2M | +426K | Jun 30, 2026 |
| Gpgi, Inc. | 2.34M | US$37.1M | +1.28M | Jun 30, 2026 |
| Ttm Technologies, Inc. | 181K | US$33.9M | new | Jun 30, 2026 |
| Motorola Solutions, Inc. | 78,895 | US$32.8M | −7,580 | Jun 30, 2026 |
| Primo Brands Corporation | 1.22M | US$29.9M | +48,315 | Jun 30, 2026 |
| Mks Inc. | 60,867 | US$27.1M | new | Jun 30, 2026 |
| Comfort Systems Usa, Inc. | 12,104 | US$24M | −9,919 | Jun 30, 2026 |