13F Insight
DOSSIER · 13F-HR · Q2 2026

BWCP, LP

$700M in tracked AUM across 24 positions as of Q2 2026.

BL
CIK 0001787893 · last filed Jun 30, 2026
Total AUM
$700M
as of Q2 2026
Holdings
24
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BWCP, LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ZETA
ZETA GLOBAL HOLDINGS CORP
$81M4.1M11.6%02
UAL
UNITED AIRLS HLDGS INC
$59M432K8.4%03
BYD
BOYD GAMING CORP
$44M501K6.3%04
G0260P102
AMER SPORTS INC
$39M1.2M5.6%05
CMPO
GPGI INC
$37M2.3M5.3%06
G4253H101
JAMES HARDIE INDS PLC
$36M1.4M5.2%07
TTMI
TTM TECHNOLOGIES INC
$34M181K4.8%08
MSI
MOTOROLA SOLUTIONS INC
$33M79K4.7%09
PRMB
PRIMO BRANDS CORPORATION
$30M1.2M4.3%10
MKSI
MKS INC.
$27M61K3.9%

Filing history

2026Q2Jun 30
$700M▲ 6.8%
24 positionsView →2026Q1Mar 31
$656M▲ 8.8%
27 positionsView →2025Q4Dec 31
$603M▲ 4.5%
29 positionsView →2025Q3Sep 30
$577M▼ 5.7%
23 positionsView →2025Q2Jun 30
$612M▲ 24.1%
27 positionsLocked2025Q1Mar 31
$493M▲ 6.2%
24 positionsLocked2024Q4Dec 31
$465M▲ 3.0%
25 positionsLocked2024Q3Sep 30
$451M▲ 13.4%
26 positionsLocked2024Q2Jun 30
$398M▲ 1.9%
21 positionsLocked2024Q1Mar 31
$390M▲ 28.9%
21 positionsLocked2023Q4Dec 31
$303M▲ 8.9%
23 positionsLocked2023Q3Sep 30
$278M▼ 1.5%
22 positionsLocked
Showing 12 of 19