BWCP, LP — 13F holdings

BWCP, LP reported 24 holdings worth $700M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. ZETA ZETA GLOBAL HOLDINGS CORP — $81.2M (11.6%)
2. UAL UNITED AIRLS HLDGS INC — $58.7M (8.4%)
3. BYD BOYD GAMING CORP — $44.2M (6.3%)
4. AS AMER SPORTS INC — $39.2M (5.6%)
5. GPGI COMPOSECURE INC — $37.1M (5.3%)
6. JHX JAMES HARDIE INDS PLC — $36.1M (5.2%)
7. TTMI TTM TECHNOLOGIES INC — $33.9M (4.8%)
8. MSI MOTOROLA SOLUTIONS INC — $32.8M (4.7%)
9. PRMB PRIMO BRANDS CORPORATION — $29.9M (4.3%)
10. MKSI MKS INC. — $27.1M (3.9%)