Notify me when North Fourth Asset Management, LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 22 | $69,667,320 | +$61,247,393 | -$108,181,747 | -$46,934,354 | SHW, LULU, DPZ, FDX, MSFT | 13F-HR | 14 Nov 2023, 09:42 |
| Q2 2023 | 43 | $117,949,452 | +$84,833,703 | -$169,992,586 | -$85,158,883 | AMZN, THO, WMT, LVS, RH | 13F-HR | 14 Aug 2023, 16:12 |
| Q1 2023 | 42 | $200,776,303 | +$133,524,533 | -$150,797,083 | -$17,272,550 | WMT, MSFT, CHEF, BURL, INVZ | 13F-HR | 15 May 2023, 16:04 |
| Q4 2022 | 45 | $216,528,897 | +$146,771,016 | -$108,735,259 | +$38,035,757 | CHEF, VMC, BKNG, HAS, INVZ | 13F-HR | 14 Feb 2023, 15:37 |
| Q3 2022 | 29 | $161,150,000 | +$69,393,550 | -$118,411,958 | -$49,018,408 | CL, CHEF, INVZ, ROST, NVT | 13F-HR | 14 Nov 2022, 16:05 |
| Q2 2022 | 49 | $218,664,000 | +$172,637,228 | -$105,100,153 | +$67,537,075 | CL, NKE, NVT, DLTR, INVZ | 13F-HR | 15 Aug 2022, 16:45 |
| Q1 2022 | 32 | $155,572,000 | +$98,419,189 | -$217,300,436 | -$118,881,247 | AZO, MSFT, NVT, AMZN, ZTS | 13F-HR | 16 May 2022, 15:36 |
| Q4 2021 | 54 | $286,178,000 | +$181,509,025 | -$182,309,557 | -$800,532 | MSFT, NOW, SPGI, TEAM, GOOGL | 13F-HR | 14 Feb 2022, 16:07 |
| Q3 2021 | 51 | $269,972,000 | +$227,862,457 | -$221,612,453 | +$6,250,004 | BILL, NKE, WMT, MSFT, LYV | 13F-HR | 15 Nov 2021, 16:21 |
| Q2 2021 | 51 | $264,929,000 | +$191,128,320 | -$134,287,174 | +$56,841,146 | AMZN, WMT, MCD, TGT, DLTR | 13F-HR | 16 Aug 2021, 16:40 |
| Q1 2021 | 47 | $205,049,000 | +$158,371,566 | -$330,542,073 | -$172,170,507 | MCD, AMZN, LGVU, FZTU, SWK | 13F-HR | 17 May 2021, 09:41 |
| Q4 2020 | 63 | $368,359,000 | +$317,861,910 | -$123,701,581 | +$194,160,329 | MA, V, AAPL, DIS, TXRH | 13F-HR | 16 Feb 2021, 12:21 |
| Q3 2020 | 39 | $168,507,000 | +$134,934,276 | -$134,212,352 | +$721,924 | NOW, CMG, BABA, SNBR, GOTU | 13F-HR | 13 Nov 2020, 10:45 |
| Q2 2020 | 40 | $157,476,000 | +$135,094,772 | -$44,933,511 | +$90,161,261 | GOTU, WMT, AAP, DLTR, ESTC | 13F-HR | 14 Aug 2020, 11:55 |
| Q1 2020 | 21 | $59,222,000 | +$49,788,513 | -$188,454,834 | -$138,666,321 | AZO, FIS, AMZN, DPZ, PRMW | 13F-HR | 14 May 2020, 10:47 |
| Q4 2019 | 40 | $215,813,000 | +$185,759,560 | -$115,141,235 | +$70,618,325 | VICI, CPRT, FICO, TPX, HD | 13F-HR | 12 Feb 2020, 11:56 |
| Q3 2019 | 22 | $139,951,000 | +$106,814,116 | -$132,056,138 | -$25,242,022 | VICI, DLTR, AAP, LULU, TTWO | 13F-HR | 13 Nov 2019, 13:51 |
| Q2 2019 | 21 | $166,284,000 | +$115,672,241 | -$137,101,448 | -$21,429,207 | VICI, ERI, MCD, TPX, GLPI | 13F-HR | 09 Aug 2019, 11:42 |
| Q1 2019 | 32 | $185,949,000 | +$128,776,845 | -$107,311,265 | +$21,465,580 | ERI, PFGC, HBI, CZR, GLPI | 13F-HR | 13 May 2019, 10:46 |
| Q4 2018 | 39 | $153,497,000 | +$115,236,381 | -$110,277,264 | +$4,959,117 | FL, RCL, BLD, SWK, STZ | 13F-HR | 13 Feb 2019, 16:39 |
| Q3 2018 | 36 | $167,532,000 | +$142,445,834 | -$155,218,883 | -$12,773,049 | NFLX, TGT, GLPI, PENN, EAT | 13F-HR | 13 Nov 2018, 12:28 |
| Q2 2018 | 38 | $188,005,000 | +$138,286,872 | -$123,765,704 | +$14,521,168 | BLD, BURL, CZR, AZO, PENN | Restatement | 13 Nov 2018, 12:27 |
| Q1 2018 | 42 | $173,281,000 | +$112,479,436 | -$74,508,646 | +$37,970,790 | BLD, CZR, IGT, URBN, CONNQ | 13F-HR | 14 May 2018, 14:11 |
| Q4 2017 | 43 | $136,177,000 | $0 | $0 | $0 | CZR, RL, BLD, H, PYPL | 13F-HR | 13 Feb 2018, 13:58 |