Crestwood Capital Management, L.P.

**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.

📌 Top Holdings