Nine27 Capital Management, LP

data from 30/09/2023

Capitalization

$ 60.247 M -60.05 %

Average holding period

2 ans

Performance

$ -10.348 M -8.17 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Nine27 Capital Management, LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2023/09/30 SPY SPDR S&P 500 ETF TR 17.74% 10.687 M $ 25000 2022/12/31 -631.999 K $ -3.56 %
2023/09/30 SBUX STARBUCKS CORP 15.15% 9.127 M $ 100000 2023/09/30 0.000 $ 0.00 %
2023/09/30 DLTR DOLLAR TREE INC 11.48% 6.919 M $ 65000 2023/06/30 -4.631 M $ -25.82 %
2023/09/30 HD HOME DEPOT INC 10.03% 6.043 M $ 20000 2023/09/30 0.000 $ 0.00 %
2023/09/30 AAP ADVANCE AUTO PARTS INC 9.28% 5.593 M $ 100000 2022/12/31 0.000 $ 0.00 %
2023/09/30 TGT TARGET CORP 9.18% 5.529 M $ 50000 2023/09/30 0.000 $ 0.00 %
2023/09/30 DG DOLLAR GEN CORP NEW 8.78% 5.290 M $ 50000 2023/09/30 0.000 $ 0.00 %
2023/09/30 CHWY CHEWY INC 6.67% 4.017 M $ 220000 2023/06/30 -4.772 M $ -53.74 %
2023/09/30 OSTK OVERSTOCK COM INC DEL 4.46% 2.689 M $ 170000 2023/09/30 0.000 $ 0.00 %
2023/09/30 SHAK SHAKE SHACK INC 3.86% 2.323 M $ 40000 2023/09/30 0.000 $ 0.00 %
2023/09/30 BURL BURLINGTON STORES INC 3.37% 2.030 M $ 15000 2023/03/31 0.000 $ 0.00 %
2023/09/30 WEN WENDYS CO 0.00% 0.000 $ 0 2023/03/31 0.000 $ 0.00 %
2023/09/30 QVCGA QURATE RETAIL INC 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %
2023/09/30 COST COSTCO WHSL CORP NEW 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2023/09/30 SBH SALLY BEAUTY HLDGS INC 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2023/09/30 FND FLOOR & DECOR HLDGS INC 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2023/09/30 GPS GAP INC 0.00% 0.000 $ 0 2023/03/31 0.000 $ 0.00 %
2023/09/30 MCD MCDONALDS CORP 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2023/09/30 ROST ROSS STORES INC 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2023/09/30 EXPE EXPEDIA GROUP INC 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2023/09/30 CRI CARTERS INC 0.00% 0.000 $ 0 2023/03/31 0.000 $ 0.00 %
2023/09/30 DKS DICKS SPORTING GOODS INC 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2023/09/30 SKX SKECHERS U S A INC 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2023/09/30 TXRH TEXAS ROADHOUSE INC 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2023/09/30 AZO AUTOZONE INC 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2023/09/30 LEVI LEVI STRAUSS & CO NEW 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2023/09/30 SITE SITEONE LANDSCAPE SUPPLY INC 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2023/09/30 SNBR SLEEP NUMBER CORP 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %