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LYNWOOD PRICE CAPITAL MANAGEMENT LP

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13F filer, CIK 2046605, AUSTIN, TX

LYNWOOD PRICE CAPITAL MANAGEMENT LP reported $186,141,379 across 14 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-22. Its ten largest share positions make up 89.77% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002073679-26-000046

Period
2026-03-31
Reported value
$186M
Holdings
14
Top 10 weight
89.77%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
APHadded+42,000$5.31M
MARnew+10,500$3.43M
KKRadded+35,000$3.24M
PRMadded+105,000$2.56M
Vadded+7,000$2.12M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MCKreduced-5,800-$5.02M
MSFTreduced-10,500-$3.89M
LPLAreduced-10,500-$3.16M
TDGreduced-2,300-$2.67M
UBERreduced-30,800-$2.22M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002073679-26-000046, largest first. % of portfolio is the value over $186,141,379, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,500 shares; 2025Q3: 58,500 shares; 2025Q4: 70,000 shares; 2026Q1: 70,000 shares 70,000$23.7M12.71%0Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,600 shares; 2025Q1: 21,800 shares; 2025Q2: 25,800 shares; 2025Q3: 29,200 shares; 2025Q4: 29,200 shares; 2026Q1: 23,400 shares 23,400$20.2M10.88%-5,800Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,500 shares; 2025Q1: 104,000 shares; 2025Q2: 104,000 shares; 2025Q3: 91,000 shares; 2025Q4: 87,500 shares; 2026Q1: 87,500 shares 87,500$18.2M9.79%0Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,500 shares; 2025Q1: 52,500 shares; 2025Q2: 54,000 shares; 2025Q3: 59,000 shares; 2025Q4: 70,000 shares; 2026Q1: 59,500 shares 59,500$17.9M9.62%-10,500Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,800 shares; 2025Q1: 10,800 shares; 2025Q2: 14,000 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares; 2026Q1: 15,200 shares 15,200$17.6M9.46%-2,300Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103,500 shares; 2025Q1: 145,500 shares; 2025Q2: 164,000 shares; 2025Q3: 149,000 shares; 2025Q4: 140,000 shares; 2026Q1: 175,000 shares 175,000$16.2M8.7%+35,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,500 shares; 2025Q1: 52,500 shares; 2025Q2: 52,500 shares; 2025Q3: 52,500 shares; 2025Q4: 52,500 shares; 2026Q1: 42,000 shares 42,000$15.5M8.35%-10,500Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 126,000 shares; 2025Q1: 117,000 shares; 2025Q2: 117,000 shares; 2025Q3: 162,000 shares; 2025Q4: 235,000 shares; 2026Q1: 204,200 shares 204,200$14.7M7.89%-30,800Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,000 shares; 2026Q1: 105,000 shares 105,000$13.3M7.13%+42,000Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,000 shares; 2026Q1: 56,000 shares 56,000$9.77M5.25%0Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 245,000 shares; 2026Q1: 350,000 shares 350,000$8.55M4.59%+105,000Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,000 shares; 2025Q1: 23,500 shares; 2025Q2: 23,500 shares; 2025Q3: 14,000 shares; 2025Q4: 10,500 shares; 2026Q1: 17,500 shares 17,500$5.29M2.84%+7,000Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,500 shares 10,500$3.43M1.84%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,650 shares 3,650$1.77M0.95%newTimeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002073679-26-000046 base2026-04-22acceptance time not in the bulk data set