Stormborn Capital Management, LLC

data from 31/12/2022

Capitalization

$ 263.196 M 13.22 %

Average holding period

4 ans

Performance

$ 76.859 M 61.49 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Stormborn Capital Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2022/12/31 DECK DECKERS OUTDOOR CORP 10.05% 26.447 M $ 66256 2021/03/31 5.996 M $ 27.70 %
2022/12/31 VVV VALVOLINE INC 7.51% 19.753 M $ 605000 2021/12/31 4.130 M $ 28.85 %
2022/12/31 CROX CROCS INC 7.00% 18.433 M $ 170000 2022/12/31 0.000 $ 0.00 %
2022/12/31 DRVN DRIVEN BRANDS HLDGS INC 6.79% 17.876 M $ 654555 2021/03/31 -371.551 K $ -2.39 %
2022/12/31 TPX TEMPUR SEALY INTL INC 5.47% 14.408 M $ 419695 2022/09/30 3.312 M $ 42.21 %
2022/12/31 LVS LAS VEGAS SANDS CORP 5.37% 14.137 M $ 294100 2022/09/30 2.110 M $ 28.12 %
2022/12/31 RACE FERRARI N V 5.29% 13.924 M $ 65000 2020/09/30 2.192 M $ 15.79 %
2022/12/31 PLNT PLANET FITNESS INC 5.24% 13.790 M $ 175000 2022/06/30 3.594 M $ 36.66 %
2022/12/31 PRKS SEAWORLD ENTMT INC 4.07% 10.702 M $ 200000 2020/12/31 1.640 M $ 17.58 %
2022/12/31 BRBR BELLRING BRANDS INC 3.97% 10.461 M $ 408005 2022/03/31 2.756 M $ 24.41 %
2022/12/31 OSW ONESPAWORLD HOLDINGS LIMITED 3.85% 10.120 M $ 1084663 2021/03/31 975.736 K $ 11.07 %
2022/12/31 ROST ROSS STORES INC 3.75% 9.866 M $ 85000 2022/09/30 2.226 M $ 37.74 %
2022/12/31 TGT TARGET CORP 3.68% 9.688 M $ 65000 2022/12/31 0.000 $ 0.00 %
2022/12/31 AMZN AMAZON COM INC 3.46% 9.114 M $ 108500 2020/06/30 -3.872 M $ -25.66 %
2022/12/31 DRI DARDEN RESTAURANTS INC 3.42% 8.991 M $ 65000 2022/09/30 1.201 M $ 9.51 %
2022/12/31 HIBB HIBBETT INC 3.37% 8.869 M $ 130000 2022/12/31 0.000 $ 0.00 %
2022/12/31 HLT HILTON WORLDWIDE HLDGS INC 3.36% 8.845 M $ 70000 2022/06/30 430.499 K $ 4.76 %
2022/12/31 LULU LULULEMON ATHLETICA INC 3.04% 8.010 M $ 25000 2022/09/30 1.225 M $ 14.60 %
2022/12/31 LVS LAS VEGAS SANDS CORP 2.74% 7.211 M $ 150000 2022/12/31 0.000 $ 0.00 %
2022/12/31 WEN WENDYS CO 2.15% 5.658 M $ 250000 2022/12/31 0.000 $ 0.00 %
2022/12/31 META META PLATFORMS INC 2.06% 5.415 M $ 45000 2022/09/30 -997.100 K $ -11.31 %
2022/12/31 AMZN AMAZON COM INC 1.72% 4.536 M $ 54000 2022/03/31 -1.566 M $ -25.35 %
2022/12/31 MCG MEMBERSHIP COLLECTIVE GROUP 1.12% 2.937 M $ 785251 2022/03/31 -500.045 K $ -20.77 %
2022/12/31 FND FLOOR & DECOR HLDGS INC 0.93% 2.437 M $ 35000 2022/09/30 -47.250 K $ -0.90 %
2022/12/31 BRAG BRAGG GAMING GROUP INC 0.42% 1.096 M $ 282481 2021/09/30 -61.256 K $ -5.21 %
2022/12/31 FTCH FARFETCH LTD 0.18% 473.000 K $ 100000 2022/12/31 0.000 $ 0.00 %
2022/12/31 IGT INTERNATIONAL GAME TECHNOLOG 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2022/12/31 TXRH TEXAS ROADHOUSE INC 0.00% 0.000 $ 0 2022/09/30 0.000 $ 0.00 %
2022/12/31 DG DOLLAR GEN CORP NEW 0.00% 0.000 $ 0 2022/09/30 0.000 $ 0.00 %
2022/12/31 HMCO HUMANCO ACQUISITION CORP 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2022/12/31 KSS KOHLS CORP 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2022/12/31 PFGC PERFORMANCE FOOD GROUP CO 0.00% 0.000 $ 0 2021/09/30 0.000 $ 0.00 %
2022/12/31 ISAA IRON SPARK I INC 0.00% 0.000 $ 0 2021/06/30 0.000 $ 0.00 %