Fund 1 Investments, LLC (Jonathan Lennon)

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$724M
Notable people
Jonathan Lennon
Signature - Title
Benjamin C. Cable - Chief Operating Officer
Location
100 Carr 115, Unit 1900, Rincon, Puerto Rico
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 55 $724M +$267M -$156M +$111M BJRI, TTSH, CTRN, LBTYA, HIBB 13F-HR 8/14/2024, 04:04 PM
Q1 2024 39 $615M +$243M -$81.8M +$161M BJRI, HIBB, TPR, TLYS, TTSH 13F-HR 5/15/2024, 04:05 PM
Q4 2023 43 $460M +$243M -$62M +$181M BJRI, TLYS, HIBB, CTRN, TTSH 13F-HR 2/14/2024, 04:28 PM
Q3 2023 94 $530M +$342M -$70.3M +$272M IWM, TLYS, XRT, NU, QQQ 13F-HR 11/14/2023, 04:13 PM
Q2 2023 90 $243M +$82.4M -$104M -$21.7M TLYS, JILL, TTSH, AMZN, PLCE 13F-HR 8/14/2023, 05:03 PM
Q1 2023 59 $291M +$151M -$55.6M +$95.4M TLYS, JILL, TTSH, PLCE, RUTH 13F-HR 5/15/2023, 04:06 PM
Q4 2022 49 $220M TLYS, ARHS, PLYA, TTSH, JILL 13F-HR 2/14/2023, 03:56 PM