CC
MCW

Cowbird Capital’s Mister Car Wash MCW Stock Holding History

Cowbird Capital’s Portfolio MCW Stock Details MCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,182,304
Closed -$20.1M – 10
2022
Q4 		$20.1M Buy
2,182,304
+332,115
+18% +$3.08M 10.34% 6
2022
Q3 		$15.9M Buy
+1,850,189
New +$19.9M 10.07% 6
2022
Q2 		– Sell
-1,510,380
Closed -$22.3M – 11
2022
Q1 		$22.3M Buy
1,510,380
+543,540
+56% +$8.9M 8.4% 6
2021
Q4 		$17.6M Sell
966,840
-269,528
-22% -$4.82M 5.88% 9
2021
Q3 		$22.6M Buy
1,236,368
+680,147
+122% +$13.5M 7.75% 8
2021
Q2 		$12M Buy
+556,221
New +$11.8M 4.07% 10

Other funds holding MCW

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
CSNH
Crow's Nest Holdings Richmond, Virginia $331M AUM 28.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Cowbird Capital's MCW Position: Q1 2023 in Review

Cowbird Capital sold out of Mister Car Wash (MCW) in Q1 2023, closing a stake of 2,182,304 shares — an estimated $20.1M sold.

Cowbird Capital first reported a position in MCW in Q2 2021 and held it in 6 quarters. The position peaked at $22.6M in Q3 2021. 145 funds tracked by Wall St. Rank hold MCW as of Q1 2023.

  • Cowbird Capital reported no remaining Mister Car Wash position as of Q1 2023 after selling out during the quarter.
  • Cowbird Capital sold 2,182,304 Mister Car Wash shares in Q1 2023, an estimated $20.1M.
  • Cowbird Capital first reported a position in Mister Car Wash in Q2 2021 and held it in 6 quarters.
  • Cowbird Capital's Mister Car Wash position peaked at $22.6M in Q3 2021.
  • 145 funds tracked by Wall St. Rank held Mister Car Wash as of Q1 2023.

Based on Cowbird Capital's 13F filing for Q1 2023, filed 15 May 2023.