Crestwood Capital’s Quarterly Industrial Goods Investments: SPR, TDG, TGI

Wall St. Watchdog reveals information regarding Crestwood Capital Management’s top holdings in the Industrial Goods sector for the quarter ending September 30th, 2011. The firm held 3 stocks in the Industrial Goods sector at the end of the quarter with an aggregate market value of $41.132 million.

  • Spirit Aerosystems Holdings Inc (NYSE:SPR): On 06/30/2011, Crestwood Capital Management reported holding 0 shares. On 09/30/2011, Crestwood Capital Management reported holding 1,430,000 shares with a market value of $22,808,500. This comprised 5.67% of the total portfolio. The net change in shares for this position over the two quarters is 1,430,000. About Company: Spirit AeroSystems Holdings Inc. designs and manufactures aerostructures including fuselages, propulsion systems and wing systems for commercial and military aircrafts.
  • Transdigm Group Incorporated (NYSE:TDG): On 06/30/2011, Crestwood Capital Management reported holding 192,600 shares with a market value of $17,563,194. This comprised 3.61% of the total portfolio. On 09/30/2011, Crestwood Capital Management reported holding 160,500 shares with a market value of $13,108,035. This comprised 3.26% of the total portfolio. The net change in shares for this position over the two quarters is -32,100. About Company: TransDigm Group, Inc., through subsidiaries, manufactures aircraft components. The Company produces ignition systems and components, gear pumps, mechanical/electromechanical actuators and controls, NiCad batteries/chargers, power conditioning devices, hold-open rods and locking devices, engineered connectors and latches, cockpit security devices, and AC/DC electric motors.
  • Triumph Group Inc. (NYSE:TGI): On 06/30/2011, Crestwood Capital Management reported holding 107,000 shares with a market value of $10,655,060. This comprised 2.19% of the total portfolio. On 09/30/2011, Crestwood Capital Management reported holding 107,000 shares with a market value of $5,215,180. This comprised 1.3% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Triumph Group, Inc. designs, engineers, manufactures, repairs, overhauls, and distributes aircraft components. These components include mechanical and electromechanical control systems, aircraft and engine accessories, auxiliary power units, avionics, and aircraft instruments. The Company serves commercial airlines, air cargo carriers, and various original equipment manufacturers

(Note: Data regarding Crestwood Capital Management’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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