Q1 2023 Holdings
Filed 2023-05-15 | 8 holdings | $91.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Burlington Stores Inc(BURL) | COM | 122017106 | $20.2M | 100,000 | 22.1% |
| Under Armour Inc(UAA) | CL A | 904311107 | $19.0M | 2,000,000 | 20.7% |
| Carters Inc(CRI) | COM | 146229109 | $18.0M | 250,000 | 19.6% |
| Kohls Corp(KSS) | COM | 500255104 | $14.1M | 600,000 | 15.4% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $12.2M | 100,000 | 13.3% |
| Wendys Co(WEN) | COM | 95058W100 | $4.4M | 200,000 | 4.8% |
| GAP Inc(GAP) | COM | 364760108 | $2.0M | 200,000 | 2.2% |
| Dine Brands Global Inc(DIN) | COM | 254423106 | $1.7M | 25,000 | 1.8% |