Agrify Corporation Common Stock

Evoqua Water Technologies Corp

BARK, Inc.

BRC Inc.

Coinbase Global, Inc. Class A Common Stock

Domino's Pizza Inc.

e.l.f. Beauty, Inc.

FIGS, Inc.

Fiverr International Ltd.

F45 TRAINING HOLDINGS INC

GREEN THUMB INDUS SUB VTG

Hydrofarm Holdings Group, Inc. Common Stock

Innovative Industrial Properties, Inc. Common stock

O'Reilly Automotive, Inc.

Rent the Runway, Inc. Class A Common Stock

Sweetgreen, Inc.

The Scotts Miracle-Gro Company

urban-gro, Inc. Common Stock

Petco Health and Wellness Company, Inc. Class A Common Stock

Warby Parker Inc.

Williams-Sonoma, Inc.

Xponential Fitness, Inc.

Cedar Grove Capital released its Q1'22 letter last week and wanted to share it with you all here.

While the quarter was a challenging one, we ended the quarter with 18% in cash and are strategically positioned to continue the rest of the year deploying dry powder in opportunistic areas.

Our holdings are included below - would love anyone's thoughts on them if they have any to share.

_**Current:**_
- Agrify $AGFY
- Warby Parker $WRBY
- Petco $WOOF
- Bark $BARK
- Restoration Hardware $RH
- Green Thumb Industries $GTBIF
- Coinbase $COIN
- Scotts Miracle-Gro $SMG
- Domino's $DPZ
- Innovative Industrial Properties $IIPR
- Fiverr $FVRR
- Evoqua Water Tech $AQUA
- Williams Sonoma $WSM
- Xponential Fitness $XPOF
- O'Reilly Automotive $ORLY
- elf Beauty $ELF

**_Closed:_**
- Rent the Runway $RENT
- Black Rifle Coffee Co $BRCC
- Urban-Gro $UGRO
- Hydrofarm $HYFM
- F45 Fitness $FXLV
- Sweetgreen $SG
- Figs $FIGS



[https://cedargrovecapital.substack.com/p/q1-2022-cgc-quarterly-letter?s=w](https://cedargrovecapital.substack.com/p/q1-2022-cgc-quarterly-letter?s=w)

One of the most interesting portfolios I have seen on Commonstock to date, is there a reason that big tech is not present in here?

Joey Hirendernath

With 18% of assets in dry powder, the future points to optimism

https://cedargrovecapital.substack.com/p/q1-2022-cgc-quarterly-letter?s=w

Q1 2022 CGC Quarterly Letter

CGC Q1'22 Quarterly Letter - Can you relate?

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Verified Member

Paul Cerro