LYNWOOD PRICE CAPITAL MANAGEMENT LP historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, LYNWOOD PRICE CAPITAL MANAGEMENT LP opened 14 positions, added to 30, reduced 23 and sold out of 17.
- Q2 2026: Stock APH; Country of operation United States; Class COM CLA; Shares before 105,000.
- Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 56,000.
- Q2 2026: Stock PRM; Country of operation —; Class COM; Shares before 350,000.
- Q2 2026: Stock TDG; Country of operation United States; Class COM; Shares before 15,200.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2046605), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-12-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | APH
AMPHENOL CORP NEW | United States | COM CLA | 105,000 | 142,760 | +37,760 | $13,266,750 | $25,171,443 | +$11,904,693 | 2026-08-07 |
|---|
| Q2 2026 | NVDA
NVIDIA CORPORATION | United States | COM | 56,000 | 85,625 | +29,625 | $9,766,400 | $17,132,706 | +$7,366,306 | 2026-08-07 |
|---|
| Q2 2026 | PRM
PERIMETER SOLUTIONS INC | | COM | 350,000 | 428,125 | +78,125 | $8,547,000 | $15,262,656 | +$6,715,656 | 2026-08-07 |
|---|
| Q2 2026 | TDG
TRANSDIGM GROUP INC | United States | COM | 15,200 | 17,125 | +1,925 | $17,616,192 | $22,811,185 | +$5,194,993 | 2026-08-07 |
|---|
| Q2 2026 | V
VISA INC | United States | COM | 17,500 | 30,400 | +12,900 | $5,289,200 | $10,429,936 | +$5,140,736 | 2026-08-07 |
|---|
| Q2 2026 | MCK
MCKESSON CORP | United States | COM | 23,400 | 28,570 | +5,170 | $20,249,424 | $21,587,492 | +$1,338,068 | 2026-08-07 |
|---|
| Q1 2026 | APH
AMPHENOL CORP NEW | United States | COM CLA | 63,000 | 105,000 | +42,000 | $8,513,820 | $13,266,750 | +$4,752,930 | 2026-04-22 |
|---|
| Q1 2026 | PRM
PERIMETER SOLUTIONS INC | | COM | 245,000 | 350,000 | +105,000 | $6,744,850 | $8,547,000 | +$1,802,150 | 2026-04-22 |
|---|
| Q1 2026 | KKR
KKR & CO INC | United States | COM | 140,000 | 175,000 | +35,000 | $17,847,200 | $16,187,500 | -$1,659,700 | 2026-04-22 |
|---|
| Q1 2026 | V
VISA INC | United States | COM | 10,500 | 17,500 | +7,000 | $3,682,455 | $5,289,200 | +$1,606,745 | 2026-04-22 |
|---|
| Q4 2025 | LPLA
LPL FINL HLDGS INC | United States | COM | 59,000 | 70,000 | +11,000 | $19,628,710 | $25,001,900 | +$5,373,190 | 2026-02-17 |
|---|
| Q4 2025 | UBER
UBER TECHNOLOGIES INC | United States | COM | 162,000 | 235,000 | +73,000 | $15,871,140 | $19,201,850 | +$3,330,710 | 2026-02-17 |
|---|
| Q3 2025 | UBER
UBER TECHNOLOGIES INC | United States | COM | 117,000 | 162,000 | +45,000 | $10,916,100 | $15,871,140 | +$4,955,040 | 2025-12-05 |
|---|
| Q3 2025 | MCK
MCKESSON CORP | United States | COM | 25,800 | 29,200 | +3,400 | $18,905,724 | $22,558,168 | +$3,652,444 | 2025-12-05 |
|---|
| Q3 2025 | TDG
TRANSDIGM GROUP INC | United States | COM | 14,000 | 17,500 | +3,500 | $21,288,960 | $23,065,350 | +$1,776,390 | 2025-12-05 |
|---|
| Q3 2025 | LPLA
LPL FINL HLDGS INC | United States | COM | 54,000 | 59,000 | +5,000 | $20,248,380 | $19,628,710 | -$619,670 | 2025-12-05 |
|---|
| Q2 2025 | SPGI
S&P GLOBAL INC | United States | COM | 11,600 | 23,500 | +11,900 | $5,893,960 | $12,391,315 | +$6,497,355 | 2025-08-05 |
|---|
| Q2 2025 | TDG
TRANSDIGM GROUP INC | United States | COM | 10,800 | 14,000 | +3,200 | $14,939,532 | $21,288,960 | +$6,349,428 | 2025-08-05 |
|---|
| Q2 2025 | KKR
KKR & CO INC | United States | COM | 145,500 | 164,000 | +18,500 | $16,821,255 | $21,816,920 | +$4,995,665 | 2025-08-05 |
|---|
| Q2 2025 | MCK
MCKESSON CORP | United States | COM | 21,800 | 25,800 | +4,000 | $14,671,182 | $18,905,724 | +$4,234,542 | 2025-08-05 |
|---|
| Q2 2025 | LPLA
LPL FINL HLDGS INC | United States | COM | 52,500 | 54,000 | +1,500 | $17,174,850 | $20,248,380 | +$3,073,530 | 2025-08-05 |
|---|
| Q1 2025 | MCK
MCKESSON CORP | United States | COM | 12,600 | 21,800 | +9,200 | $7,180,866 | $14,671,182 | +$7,490,316 | 2025-05-08 |
|---|
| Q1 2025 | LPLA
LPL FINL HLDGS INC | United States | COM | 35,500 | 52,500 | +17,000 | $11,591,105 | $17,174,850 | +$5,583,745 | 2025-05-08 |
|---|
| Q1 2025 | TDG
TRANSDIGM GROUP INC | United States | COM | 8,800 | 10,800 | +2,000 | $11,152,064 | $14,939,532 | +$3,787,468 | 2025-05-08 |
|---|
| Q1 2025 | MSFT
MICROSOFT CORP | United States | COM | 38,500 | 52,500 | +14,000 | $16,227,750 | $19,707,975 | +$3,480,225 | 2025-05-08 |
|---|
| Q1 2025 | AMZN
AMAZON COM INC | United States | COM | 76,500 | 104,000 | +27,500 | $16,783,335 | $19,787,040 | +$3,003,705 | 2025-05-08 |
|---|
| Q1 2025 | IQV
IQVIA HLDGS INC | United States | COM | 50,700 | 70,200 | +19,500 | $9,963,057 | $12,376,260 | +$2,413,203 | 2025-05-08 |
|---|
| Q1 2025 | KKR
KKR & CO INC | United States | COM | 103,500 | 145,500 | +42,000 | $15,308,685 | $16,821,255 | +$1,512,570 | 2025-05-08 |
|---|
| Q1 2025 | CRM
SALESFORCE INC | United States | COM | 41,000 | 56,000 | +15,000 | $13,707,530 | $15,028,160 | +$1,320,630 | 2025-05-08 |
|---|
| Q1 2025 | FA
FIRST ADVANTAGE CORP NEW | United States | COM | 340,980 | 373,980 | +33,000 | $6,386,555 | $5,269,378 | -$1,117,177 | 2025-05-08 |
|---|