Cowbird Capital Lp Buys Everi Holdings Inc, Robinhood Markets Inc, Toast Inc, Sells Peloton Interactive Inc, Anaplan Inc, Liberty Formula One Group

Investment company Cowbird Capital Lp (Current Portfolio) buys Everi Holdings Inc, Robinhood Markets Inc, Toast Inc, Mister Car Wash Inc, Avid Technology Inc, sells Peloton Interactive Inc, Anaplan Inc, Liberty Formula One Group, Frontdoor Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Cowbird Capital Lp. As of 2021Q3, Cowbird Capital Lp owns 13 stocks with a total value of $291 million. These are the details of the buys and sells.

For the details of COWBIRD CAPITAL LP's stock buys and sells, go to https://www.gurufocus.com/guru/cowbird+capital+lp/current-portfolio/portfolio

These are the top 5 holdings of COWBIRD CAPITAL LP
  1. NCR Corp (NCR) - 943,061 shares, 12.56% of the total portfolio. Shares added by 6.41%
  2. Liberty Formula One Group (FWONK) - 593,751 shares, 10.48% of the total portfolio. Shares reduced by 22.2%
  3. Citi Trends Inc (CTRN) - 410,138 shares, 10.28% of the total portfolio. Shares reduced by 12.67%
  4. Everi Holdings Inc (EVRI) - 1,230,424 shares, 10.22% of the total portfolio. New Position
  5. XPEL Inc (XPEL) - 382,983 shares, 9.98% of the total portfolio. Shares added by 9.57%
New Purchase: Everi Holdings Inc (EVRI)

Cowbird Capital Lp initiated holding in Everi Holdings Inc. The purchase prices were between $21.01 and $25.73, with an estimated average price of $22.87. The stock is now traded at around $24.750000. The impact to a portfolio due to this purchase was 10.22%. The holding were 1,230,424 shares as of 2021-09-30.

New Purchase: Robinhood Markets Inc (HOOD)

Cowbird Capital Lp initiated holding in Robinhood Markets Inc. The purchase prices were between $34.82 and $70.39, with an estimated average price of $45.44. The stock is now traded at around $34.960000. The impact to a portfolio due to this purchase was 6.92%. The holding were 478,680 shares as of 2021-09-30.

New Purchase: Toast Inc (TOST)

Cowbird Capital Lp initiated holding in Toast Inc. The purchase prices were between $49.78 and $62.51, with an estimated average price of $54.68. The stock is now traded at around $47.970000. The impact to a portfolio due to this purchase was 6.6%. The holding were 384,610 shares as of 2021-09-30.

New Purchase: Olaplex Holdings Inc (OLPX)

Cowbird Capital Lp initiated holding in Olaplex Holdings Inc. The purchase prices were between $24.5 and $24.5, with an estimated average price of $24.5. The stock is now traded at around $26.730000. The impact to a portfolio due to this purchase was 0.42%. The holding were 50,000 shares as of 2021-09-30.

Added: Mister Car Wash Inc (MCW)

Cowbird Capital Lp added to a holding in Mister Car Wash Inc by 122.28%. The purchase prices were between $17.37 and $23.53, with an estimated average price of $19.87. The stock is now traded at around $17.740000. The impact to a portfolio due to this purchase was 4.26%. The holding were 1,236,368 shares as of 2021-09-30.

Added: Avid Technology Inc (AVID)

Cowbird Capital Lp added to a holding in Avid Technology Inc by 67.38%. The purchase prices were between $24.77 and $39.89, with an estimated average price of $30.94. The stock is now traded at around $33.720000. The impact to a portfolio due to this purchase was 3.56%. The holding were 890,368 shares as of 2021-09-30.

Sold Out: Peloton Interactive Inc (PTON)

Cowbird Capital Lp sold out a holding in Peloton Interactive Inc. The sale prices were between $85.4 and $126.43, with an estimated average price of $110.52.

Sold Out: Frontdoor Inc (FTDR)

Cowbird Capital Lp sold out a holding in Frontdoor Inc. The sale prices were between $40.85 and $51.05, with an estimated average price of $45.69.



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