Q4 2022 |
24 |
$251M |
+$58.4M |
-$59.2M |
-$786K |
DECK, VVV, CROX, DRVN, TPX
|
13F-HR |
2/14/2023, 08:53 AM |
Q3 2022 |
26 |
$226M |
+$86.6M |
-$80M |
+$6.65M |
DECK, DRVN, AMZN, VVV, RACE
|
13F-HR |
11/14/2022, 10:14 AM |
Q2 2022 |
26 |
$221M |
+$77.5M |
-$48.3M |
+$29.2M |
RACE, DECK, DRVN, VVV, BRBR
|
13F-HR |
8/15/2022, 09:47 AM |
Q1 2022 |
29 |
$233M |
+$106M |
-$119M |
-$12.8M |
DECK, RACE, PRKS, DRVN, BOOT
|
13F-HR |
5/16/2022, 10:14 AM |
Q4 2021 |
34 |
$270M |
+$103M |
-$134M |
-$31.4M |
AMZN, DRVN, RACE, BBWI, RH
|
13F-HR |
2/14/2022, 09:36 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 |
-$121M |
-$45.2M |
AMZN, CTRN, RACE, PRPL, QRTEA
|
13F-HR |
2/16/2021, 08:58 AM |
Q3 2020 |
29 |
$197M |
+$113M |
-$24.5M |
+$88.3M |
TGT, AMZN, PRPL, LB, FDX
|
13F-HR |
11/16/2020, 09:19 AM |
Q2 2020 |
22 |
$86.9M |
+$84.1M |
$0 |
+$84.1M |
PZZA, TJX, AMZN, PRPL, AAP
|
13F-HR |
8/10/2020, 10:15 AM |
Q1 2020 |
1 |
$0 |
$0 |
$0 |
|
|
13F-HR |
5/15/2020, 09:16 AM |
Q4 2019 |
15 |
$59.8M |
+$20.3M |
-$135M |
-$115M |
DPZ, SBUX, RACE, PFGC, DECK
|
13F-HR |
2/14/2020, 09:24 AM |
Q3 2019 |
26 |
$157M |
+$89.8M |
-$54.9M |
+$34.9M |
DPZ, RACE, AMZN, STZ, OSW
|
13F-HR |
11/14/2019, 09:19 AM |
Q2 2019 |
24 |
$129M |
+$47.5M |
-$59.6M |
-$12.1M |
AMZN, RACE, LYFT, OSW, RCL
|
13F-HR |
8/14/2019, 08:20 AM |
Q1 2019 |
23 |
$139M |
$0 |
$0 |
|
AAP, RACE, AMZN, TJX, BOOT
|
New Holdings |
6/11/2019, 09:10 PM |
Q1 2019 |
27 |
$139M |
+$84.1M |
-$19.4M |
+$64.7M |
AAP, RACE, AMZN, TJX, BOOT
|
13F-HR |
5/15/2019, 07:59 AM |
Q4 2018 |
25 |
$67.6M |
+$43.8M |
-$83.7M |
-$40M |
AMZN, AAP, AGS, TJX, IGT
|
13F-HR |
2/13/2019, 04:23 PM |
Q3 2018 |
27 |
$115M |
+$53M |
-$98.4M |
-$45.4M |
WMT, ERI, SWK, PVH, AGS
|
13F-HR |
11/14/2018, 07:05 AM |
Q2 2018 |
28 |
$156M |
+$81.7M |
-$81.5M |
+$224K |
ERI, WYNN, WMT, PF, H
|
13F-HR |
8/14/2018, 08:03 AM |
Q1 2018 |
25 |
$149M |
+$95.6M |
-$90.9M |
+$4.76M |
PF, ERI, PVH, AMZN, WYND
|
13F-HR |
4/13/2018, 04:02 PM |
Q4 2017 |
20 |
$140M |
$0 |
$0 |
|
LULU, AMZN, PVH, WYND, ERI
|
13F-HR |
2/12/2018, 01:34 PM |