13F Filings History of Empirical Capital Management, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$152,137,000
Signature - Title
Luther McDaniel - Chief Financial Officer/Chief Compliance Officer
Location
Hendersonville, TN
Summary
This page shows a list of all the recent 13F filings made by Empirical Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Empirical Capital Management, LLC reported 11 stock holdings with total value $152,137,000 as of Q4 2025. Top holdings included ROKU, GOOGL, TTWO, WMT, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 11 $152,137,000 +$9,620,768 -$13,719,821 -$4,099,053 ROKU, GOOGL, TTWO, WMT, AMZN 13F-HR 09 Feb 2026, 21:21
Q3 2025 12 $147,891,000 +$9,712,918 -$41,694,486 -$31,981,568 ROKU, PLTR, TTWO, WMT, AMZN 13F-HR 06 Feb 2026, 17:47
Q2 2025 14 $161,535,000 +$8,584,401 -$16,542,289 -$7,957,888 PLTR, ROKU, AMZN, WMT, TTWO 13F-HR 14 Aug 2025, 21:25
Q1 2025 14 $140,805,000 +$17,191,600 -$4,613,650 +$12,577,950 PLTR, ROKU, AMZN, WMT, TTWO 13F-HR 15 May 2025, 20:25
Q4 2024 12 $132,629,000 +$883,500 -$31,957,526 -$31,074,026 AMZN, PLTR, ROKU, WMT, TJX 13F-HR 21 Feb 2025, 17:04
Q3 2024 19 $143,143,000 +$33,584,050 -$36,773,058 -$3,189,008 ROKU, AMZN, PLTR, WMT, TJX 13F-HR 14 Nov 2024, 18:50
Q2 2024 16 $140,257,000 +$23,291,919 -$12,986,559 +$10,305,360 AMZN, GOOG, COST, PINS, WMT 13F-HR 15 Aug 2024, 11:43
Q1 2024 17 $123,242,000 +$25,804,848 -$11,490,179 +$14,314,669 AMZN, COST, WMT, ROKU, TJX 13F-HR 15 May 2024, 20:06
Q4 2023 14 $109,270,000 $0 $0 $0 ROKU, COST, PINS, META, WMT 13F-HR 14 Feb 2024, 16:55
Q3 2022 24 $97,352,000 +$17,698,103 -$9,145,806 +$8,552,297 WMT, COST, MRTN, ROKU, JBHT 13F-HR 14 Nov 2022, 20:04
Q2 2022 23 $93,069,000 +$22,824,704 -$13,575,847 +$9,248,857 WMT, MRTN, JBHT, COST, TWTR 13F-HR 15 Aug 2022, 21:48
Q1 2022 23 $105,542,000 +$18,345,844 -$4,346,000 +$13,999,844 WMT, JWN, MRTN, TAP, FDX 13F-HR 16 May 2022, 20:59
Q4 2021 20 $101,264,000 +$23,936,925 -$11,585,557 +$12,351,368 WMT, JWN, MRTN, TAP, PINS 13F-HR 15 Feb 2022, 21:42
Q3 2021 21 $95,167,000 +$13,085,671 -$47,592,998 -$34,507,327 WMT, JWN, MRTN, TAP, PINS 13F-HR 15 Nov 2021, 17:31
Q2 2021 24 $151,018,000 +$20,094,149 -$12,568,233 +$7,525,916 PINS, AMZN, WMT, JWN, ROKU 13F-HR 17 Aug 2021, 21:21
Q1 2021 23 $142,301,000 +$29,932,832 -$17,138,457 +$12,794,375 PINS, TRIP, WMT, AMZN, JWN Restatement 18 May 2021, 21:19
Q4 2020 21 $119,968,000 +$26,130,023 -$43,588,325 -$17,458,302 PINS, WMT, AMZN, JWN, MRTN 13F-HR 16 Feb 2021, 17:08
Q3 2020 18 $103,115,000 +$22,356,624 -$7,156,661 +$15,199,963 PINS, AMZN, ROKU, MRTN, WMT 13F-HR 16 Nov 2020, 21:00
Q2 2020 17 $69,542,000 +$16,683,868 -$21,616,859 -$4,932,991 AMZN, MRTN, PINS, ROKU, WEN 13F-HR 14 Aug 2020, 17:28
Q1 2020 23 $62,139,000 +$16,208,676 -$15,684,021 +$524,655 MRTN, PINS, TWTR, ROKU, AMZN 13F-HR 15 May 2020, 19:37
Q4 2019 17 $84,067,000 +$11,326,605 -$5,475,639 +$5,850,966 DIS, MRTN, MODG, ROKU, CHUY 13F-HR 18 Feb 2020, 07:16
Q3 2019 18 $73,394,000 +$16,676,624 -$43,259,890 -$26,583,266 MRTN, MODG, DIS, CHUY, ECL 13F-HR 14 Nov 2019, 20:18
Q1 2019 27 $84,553,000 +$8,486,459 -$11,480,965 -$2,994,506 TWTR, ROKU, MRTN, CHUY, MODG 13F-HR 14 May 2019, 13:17
Q4 2018 18 $73,555,000 +$7,169,950 -$11,913,557 -$4,743,607 TWTR, MRTN, ROKU, MODG, JBHT 13F-HR 29 Jan 2019, 18:06
Q3 2018 21 $101,933,000 +$6,005,209 -$2,635,962 +$3,369,247 TWTR, ROKU, MRTN, DPLO, MODG 13F-HR 14 Nov 2018, 12:51
Q2 2018 17 $102,805,000 $0 $0 $0 TWTR, MRTN, DPLO, CHUY, JBHT 13F-HR 14 Aug 2018, 10:29
Q4 2015 29 $91,225,000 +$7,742,969 -$9,035,814 -$1,292,845 LDRH, FREDQ, RENT, MRTN, TWTR 13F-HR 12 Feb 2016, 13:07
Q3 2015 29 $95,479,000 +$22,265,506 -$14,398,139 +$7,867,367 LDRH, RENT, FREDQ, TWTR, MRTN Restatement 10 Nov 2015, 13:41
Q2 2015 29 $109,277,000 +$11,102,139 -$9,424,818 +$1,677,321 LDRH, FREDQ, RENT, MRTN, WEN 13F-HR 31 Jul 2015, 16:08
Q1 2015 32 $106,835,000 +$15,122,815 -$9,191,270 +$5,931,545 LDRH, FREDQ, RENT, MRTN, WEN 13F-HR 14 May 2015, 17:11
Q4 2014 27 $101,187,000 $0 $0 $0 LDRH, RENT, FREDQ, SMRTQ, MRTN 13F-HR 27 May 2015, 13:57