Crestwood Capital Management, L.P.
•CIK: 1468395•Filing: Q4 2025
**Crestwood Capital Management, L.P.** manages $158M across a concentrated portfolio of 13 positions. The fund exhibits significant conviction in select names, with top holdings including WBKCY at $23.7M and REAL at $21.2M. Further notable allocations include IBN ($20.2M) and BROS ($17.5M), suggesting a focus on established, high-conviction equity plays. This structure indicates a tactical, bottom-up approach to capital deployment.
Total AUM
$158.0M
QoQ Performance
+10.0%
Positions
13
Top 10 Concentration
95.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VIK
REAL
IBN
BROS
SONO
NFLX
CART
DV
VIK15.0%
REAL13.4%
IBN12.8%
BROS11.1%
SONO10.6%
NFLX8.3%
CART8.3%
DV8.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.0%
Communication8.3%
Technology1.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑2 increased
↓5 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022