Q4 2022 |
26 |
$263M |
+$65.6M |
-$21.6M |
+$44M |
DECK, VVV, CROX, DRVN, TPX
|
13F-HR |
2/14/2023, 07:53 AM |
Q3 2022 |
27 |
$232M |
+$86.6M |
-$17.7M |
+$68.9M |
DECK, DRVN, AMZN, VVV, RACE
|
13F-HR |
11/14/2022, 09:14 AM |
Q2 2022 |
27 |
$226M |
+$83M |
-$4.81M |
+$78.2M |
RACE, DECK, DRVN, VVV, BRBR
|
13F-HR |
8/15/2022, 09:47 AM |
Q1 2022 |
30 |
$242M |
+$115M |
-$30.5M |
+$84.8M |
DECK, RACE, SEAS, DRVN, BOOT
|
13F-HR |
5/16/2022, 10:14 AM |
Q4 2021 |
34 |
$270M |
+$103M |
-$51.7M |
+$51.1M |
AMZN, DRVN, RACE, BBWI, RH
|
13F-HR |
2/14/2022, 08:36 AM |
Q3 2021 |
35 |
$293M |
+$131M |
-$126M |
+$4.77M |
RH, BURL, DECK, CZR, ASO
|
13F-HR |
11/15/2021, 10:19 AM |
Q2 2021 |
35 |
$290M |
+$109M |
-$74.7M |
+$34M |
META, PZZA, AMZN, RH, RACE
|
13F-HR |
8/16/2021, 09:32 AM |
Q1 2021 |
32 |
$233M |
+$139M |
-$112M |
+$27.5M |
MCD, RACE, META, FDX, CZR
|
13F-HR |
5/17/2021, 09:17 AM |
Q4 2020 |
26 |
$192M |
+$75.7M |
-$34.2M |
+$41.5M |
AMZN, CTRN, RACE, PRPL, QRTEA
|
13F-HR |
2/16/2021, 07:58 AM |
Q3 2020 |
30 |
$201M |
+$116M |
-$6.93M |
+$109M |
TGT, AMZN, PRPL, LB, FDX
|
13F-HR |
11/16/2020, 08:19 AM |
Q2 2020 |
22 |
$86.9M |
+$84.1M |
|
+$84.1M |
PZZA, TJX, AMZN, PRPL, AAP
|
13F-HR |
8/10/2020, 10:15 AM |
Q1 2020 |
4 |
$5.83M |
+$3.27M |
-$102K |
+$3.17M |
HYACU, LKNCY, IGT, ERI
|
13F-HR |
5/15/2020, 09:16 AM |
Q4 2019 |
16 |
$59.9M |
+$20.4M |
-$50.8M |
-$30.4M |
DPZ, SBUX, RACE, PFGC, DECK
|
13F-HR |
2/14/2020, 08:24 AM |
Q3 2019 |
31 |
$158M |
+$90.3M |
-$8.82M |
+$81.5M |
DPZ, RACE, AMZN, STZ, OSW
|
13F-HR |
11/14/2019, 08:19 AM |
Q2 2019 |
25 |
$129M |
+$47.5M |
-$21.2M |
+$26.2M |
AMZN, RACE, LYFT, OSW, RCL
|
13F-HR |
8/14/2019, 08:20 AM |
Q1 2019 |
26 |
$140M |
|
|
|
AAP, RACE, AMZN, TJX, BOOT
|
New Holdings |
6/11/2019, 09:10 PM |
Q1 2019 |
26 |
$140M |
+$87.4M |
-$1.04M |
+$86.4M |
AAP, RACE, AMZN, TJX, BOOT
|
13F-HR |
5/15/2019, 07:59 AM |
Q4 2018 |
14 |
$53.9M |
|
|
|
AMZN, AAP, AGS, TJX, FL
|
13F-HR |
2/13/2019, 03:23 PM |
Q3 2018 |
16 |
$92.5M |
|
|
|
WMT, PVH, AGS, RCL, MCD
|
13F-HR |
11/14/2018, 06:05 AM |
Q2 2018 |
40 |
$158M |
+$83.4M |
-$30M |
+$53.4M |
ERI, WYNN, WMT, PF, H
|
13F-HR |
8/14/2018, 08:03 AM |
Q1 2018 |
25 |
$149M |
+$96.7M |
-$11M |
+$85.7M |
PF, ERI, PVH, AMZN, WYND
|
13F-HR |
4/13/2018, 04:02 PM |
Q4 2017 |
17 |
$131M |
|
|
|
LULU, AMZN, PVH, WYND, ERI
|
13F-HR |
2/12/2018, 12:34 PM |