MIK CAPITAL LLC

data from 30/09/2017

Capitalization

$ 344.116 M -21.70 %

Average holding period

2 ans

Performance

$ -8.347 M -1.86 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in MIK CAPITAL LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2017/09/30 QSR RESTAURANT BRANDS INTL INC 18.96% 65.228 M $ 1021105 2017/06/30 1.126 M $ 2.14 %
2017/09/30 DLTR DOLLAR TREE INC 13.73% 47.253 M $ 544266 2017/09/30 0.000 $ 0.00 %
2017/09/30 KMX CARMAX INC 11.47% 39.479 M $ 520756 2017/09/30 0.000 $ 0.00 %
2017/09/30 LEN LENNAR CORP 10.08% 34.702 M $ 657229 2017/09/30 0.000 $ 0.00 %
2017/09/30 SKX SKECHERS U S A INC 8.93% 30.722 M $ 1224461 2017/06/30 -8.414 M $ -14.95 %
2017/09/30 MATCH GROUP INC 8.66% 29.805 M $ 1285250 2017/06/30 7.703 M $ 33.43 %
2017/09/30 EXPE EXPEDIA INC DEL 6.84% 23.534 M $ 163502 2017/09/30 0.000 $ 0.00 %
2017/09/30 DAL DELTA AIR LINES INC DEL 6.39% 21.973 M $ 455681 2017/09/30 0.000 $ 0.00 %
2017/09/30 LUV SOUTHWEST AIRLS CO 5.53% 19.020 M $ 339757 2016/12/31 -3.034 M $ -9.91 %
2017/09/30 DHI D R HORTON INC 5.30% 18.227 M $ 456464 2017/03/31 0.000 $ 0.00 %
2017/09/30 TRVG TRIVAGO N V 2.62% 9.030 M $ 832214 2017/09/30 0.000 $ 0.00 %
2017/09/30 CAESARS ENTMT CORP 1.13% 3.879 M $ 290525 2017/09/30 0.000 $ 0.00 %
2017/09/30 GOOS CANADA GOOSE HOLDINGS INC 0.37% 1.264 M $ 61500 2017/09/30 0.000 $ 0.00 %
2017/09/30 XEC CIMAREX ENERGY CO 0.00% 0.000 $ 0 2016/12/31 0.000 $ 0.00 %
2017/09/30 BC BRUNSWICK CORP 0.00% 0.000 $ 0 2015/12/31 0.000 $ 0.00 %
2017/09/30 RCL ROYAL CARIBBEAN CRUISES LTD 0.00% 0.000 $ 0 2017/06/30 0.000 $ 0.00 %
2017/09/30 JBLU JETBLUE AIRWAYS CORP 0.00% 0.000 $ 0 2016/09/30 0.000 $ 0.00 %
2017/09/30 MHK MOHAWK INDS INC 0.00% 0.000 $ 0 2017/03/31 0.000 $ 0.00 %
2017/09/30 CLIFFS NAT RES INC 0.00% 0.000 $ 0 2017/03/31 0.000 $ 0.00 %
2017/09/30 PLAY DAVE & BUSTERS ENTMT INC 0.00% 0.000 $ 0 2017/06/30 0.000 $ 0.00 %