Cowbird Capital LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Cowbird Capital LP reported 12 stock positions worth $102.9 million. Its top holding was Progyny (PGNY) at 13.4% of the portfolio, followed by Liberty Media Class C (FWONK, 12.2%) and Target Hospitality (TH, 11.1%). Compared with Q4 2023, it opened 4 new positions, sold out of 3, added to 1 and reduced 7. The biggest buy was a new position in Digitalbridge (DBRG) and the biggest sale an exit from Legalzoomcom (LZ).
- Most Recent 13F
- Q4 2025
- Location
- New York, NY
- CIK
- 0001761435
- Portfolio Value
- $102.9M (Q1 2024)
- SEC Filing
- 0000919574-24-003196 ↗ filed May 15, 2024
Holdings Value
Holdings 12 stocks · $102.9M
| PGNY Progyny Inc. | 13.40% | 361,272 | $13.8M | Reduce -42.2% |
| FWONK Liberty Media Corp. Class C | 12.15% | 190,622 | $12.5M | Reduce -44.1% |
| TH Target Hospitality Corp. | 11.07% | 1,047,483 | $11.4M | Reduce -29.5% |
| XPEL Xpel Inc. | 10.06% | 191,533 | $10.3M | Reduce -51.2% |
| GRND Grindr Inc. | 9.92% | 1,007,312 | $10.2M | Add +209.9% |
| DBRG Digitalbridge Group Inc. | 9.85% | 525,916 | $10.1M | New |
| SNOW Snowflake Inc. | 7.85% | 50,000 | $8.1M | New |
| CELH Celsius Holdings Inc. | 7.67% | 95,209 | $7.9M | Reduce -62.5% |
| HDSN Hudson Technologies Inc. | 6.13% | 573,067 | $6.3M | Reduce -49.2% |
| MOD Modine Manufacturing Co. | 5.71% | 61,721 | $5.9M | Reduce -73.4% |
| IBIT iShares Bitcoin Trust ETF | 5.47% | 138,974 | $5.6M | New |
| RDDT Reddit Inc. Class A | 0.72% | 15,000 | $740K | New |
Portfolio Sells Q4 2023 → Q1 2024
| LZ Legalzoomcom Inc. | Sold out | 0.00% | −12.87 |
| GLBE Global-E Online Ltd. | Sold out | 0.00% | −9.22 |
| EB Eventbrite Inc. Class A | Sold out | 0.00% | −4.16 |
| HDSN Hudson Technologies Inc. | Reduce -49.2% | 6.13% | −2.77 |
| MOD Modine Manufacturing Co. | Reduce -73.4% | 5.71% | −2.39 |
| XPEL Xpel Inc. | Reduce -51.2% | 10.06% | −2.29 |
| FWONK Liberty Media Corp. Class C | Reduce -44.1% | 12.15% | −0.44 |
| CELH Celsius Holdings Inc. | Reduce -62.5% | 7.67% | −0.42 |
| PGNY Progyny Inc. | Reduce -42.2% | 13.40% | −0.20 |
| TH Target Hospitality Corp. | Reduce -29.5% | 11.07% | +2.61 |