Lynwood Price Capital Management LP
Lynwood Price Capital Management LP is an SEC-registered investment adviser headquartered in Austin, Texas. The firm was incorporated in Delaware and serves institutional investors, including pooled investment vehicles and investment companies. It manages a concentrated portfolio, primarily in public equities, with total assets under management close to $200 million. The company is relatively small, with two employees, both focused on investment management. Lynwood Price Capital Management's disclosed holdings feature large-cap leaders such as Microsoft, Amazon, KKR, Salesforce, and Equifax, and the firm primarily operates in the U.S. market.
Investment Strategy
Lynwood Price Capital Management LP pursues a concentrated, long-only equity investment strategy with a focus on fundamental analysis of large-cap U.S.-listed companies. The firm aims to deliver superior risk-adjusted returns through deep research, with the majority of its AUM allocated to a handful of high-conviction positions in sectors such as technology, finance, and healthcare. The strategy relies on low turnover and a long-term investment horizon, emphasizing companies with durable competitive advantages and robust growth outlooks.
Top Holdings
Equity Positions (15)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 12.98% | $26.1M | 52,500 | $409.20 | $497.41 | +$6.4M |
A AMZN | AMAZON COM INC | 11.34% | $22.8M | 104,000 | $211.69 | $219.39 | +$3.0M |
K KKR | KKR & CO INC | 10.85% | $21.8M | 164,000 | $137.96 | $133.03 | +$5.0M |
T TDG | TRANSDIGM GROUP INC | 10.58% | $21.3M | 14,000 | $1341.76 | $1520.64 | +$6.3M |
L LPLA | LPL FINL HLDGS INC | 10.07% | $20.2M | 54,000 | $328.05 | $374.97 | +$3.1M |