Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Stormborn Capital Management, LLC (CIK 1693141) reported $263.2M across 24 reported positions in its SEC 13F filing for 2022-12-31. Largest positions: DECK ($26.4M, 10.05%), LVS ($21.3M, 8.11%), VVV ($19.8M, 7.51%), CROX ($18.4M, 7.00%), DRVN ($17.9M, 6.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DECK | DECKERS OUTDOOR CORP | $26.4M | 10.05% | 66,256 | Trimmed |
| 2 | LVS | LAS VEGAS SANDS CORP | $21.3M | 8.11% | 444,100 | Added |
| 3 | VVV | VALVOLINE INC | $19.8M | 7.51% | 605,000 | Added |
| 4 | CROX | CROCS INC | $18.4M | 7.00% | 170,000 | New |
| 5 | DRVN | DRIVEN BRANDS HLDGS INC | $17.9M | 6.79% | 654,555 | Added |
| 6 | SGI | TEMPUR SEALY INTL INC | $14.4M | 5.47% | 419,695 | Added |
| 7 | RACE | FERRARI N V | $13.9M | 5.29% | 65,000 | Trimmed |
| 8 | PLNT | PLANET FITNESS INC | $13.8M | 5.24% | 175,000 | Added |
| 9 | AMZN | AMAZON COM INC | $13.7M | 5.19% | 162,500 | Trimmed |
| 10 | PRKS | SEAWORLD ENTMT INC | $10.7M | 4.07% | 200,000 | Trimmed |
| 11 | BRBR | BELLRING BRANDS INC | $10.5M | 3.97% | 408,005 | Trimmed |
| 12 | OSW | ONESPAWORLD HOLDINGS LIMITED | $10.1M | 3.85% | 1.1M | Added |
| 13 | ROST | ROSS STORES INC | $9.9M | 3.75% | 85,000 | Added |
| 14 | TGT | TARGET CORP | $9.7M | 3.68% | 65,000 | New |
| 15 | DRI | DARDEN RESTAURANTS INC | $9.0M | 3.42% | 65,000 | Trimmed |
| 16 | HIBB | HIBBETT INC | $8.9M | 3.37% | 130,000 | New |
| 17 | HLT | HILTON WORLDWIDE HLDGS INC | $8.8M | 3.36% | 70,000 | Trimmed |
| 18 | LULU | LULULEMON ATHLETICA INC | $8.0M | 3.04% | 25,000 | Trimmed |
| 19 | WEN | WENDYS CO | $5.7M | 2.15% | 250,000 | New |
| 20 | META | META PLATFORMS INC | $5.4M | 2.06% | 45,000 | Trimmed |
| 21 | SHCO | MEMBERSHIP COLLECTIVE GROUP | $2.9M | 1.12% | 785,251 | Added |
| 22 | FND | FLOOR & DECOR HLDGS INC | $2.4M | 0.93% | 35,000 | Trimmed |
| 23 | BRAG | BRAGG GAMING GROUP INC | $1.1M | 0.42% | 282,481 | Trimmed |
| 24 | FTCHQ | FARFETCH LTD | $473,000 | 0.18% | 100,000 | New |
| 25 | DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2022-12-31