HoldingsChannel.com
Shellback Capital LP Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
FIDELITY NATL INFORMATION SV 470,842 +15,407 $62,509
     FIS470,842+15,407$62,509
LOWES COS INC 500,000 +450,000 $54,980
     LOW500,000+450,000$54,980
DOLLAR TREE INC 450,000 +260,500 $51,372
     DLTR450,000+260,500$51,372
BURLINGTON STORES INC 236,001 +76,001 $47,158
     BURL236,001+76,001$47,158
VAIL RESORTS INC 157,368 +157,368 $35,811
     MTN157,368+157,368$35,811
BOOKING HLDGS INC 18,000 +11,000 $35,327
     BKNG18,000+11,000$35,327
GLOBAL PMTS INC 215,103 +165,103 $34,201
     GPN215,103+165,103$34,201
TEMPUR SEALY INTL INC 400,000 +91,244 $30,880
     TPX400,000+91,244$30,880
V F CORP 346,025 +256,025 $30,793
     VFC346,025+256,025$30,793
ROYAL CARIBBEAN CRUISES LTD 279,720 +187,448 $30,302
     RCL279,720+187,448$30,302
CARLISLE COS INC 182,275 +134,109 $26,528
     CSL182,275+134,109$26,528
UNITED AIRLINES HLDGS INC 295,674 +45,674 $26,141
     UAL295,674+45,674$26,141
BOOT BARN HLDGS INC 716,590 +66,590 $25,009
     BOOT716,590+66,590$25,009
CHURCHILL DOWNS INC 201,685 +46,685 $24,899
     CHDN201,685+46,685$24,899
JACK IN THE BOX INC 259,950 +259,950 $23,687
     JACK259,950+259,950$23,687
CHIPOTLE MEXICAN GRILL INC 26,900 +25,700 $22,609
     CMG26,900+25,700$22,609
APPLE INC 100,000 +100,000 $22,397
     AAPL100,000+100,000$22,397
FISERV INC 200,000 +200,000 $20,718
     FISV200,000+200,000$20,718
NOKIA CORP 4,050,000 +4,050,000 $20,493
     NOK4,050,000+4,050,000$20,493
SEAWORLD ENTMT INC 750,500 +750,500 $19,753
     SEAS750,500+750,500$19,753
LULULEMON ATHLETICA INC 100,000 -47,696 $19,253
     LULU100,000-47,696$19,253
ALPHABET INC 14,000 +14,000 $17,096
     GOOGL14,000+14,000$17,096
MCDONALDS CORP 75,000 +75,000 $16,103
     MCD75,000+75,000$16,103
TAIWAN SEMICONDUCTOR MFG LTD 334,956 +334,956 $15,569
     TSM334,956+334,956$15,569
ELDORADO RESORTS INC 382,812 -190,000 $15,263
     ERI382,812-190,000$15,263
TWITTER INC 340,000 +140,000 $14,008
     TWTR340,000+140,000$14,008
RED ROCK RESORTS INC 682,072 +170,268 $13,849
     RRR682,072+170,268$13,849
LUCKIN COFFEE INC 705,000 +267,000 $13,395
     LK705,000+267,000$13,395
RH 62,100 +62,100 $10,609
     RH62,100+62,100$10,609
THE TRADE DESK INC 55,000 +55,000 $10,315
     TTD55,000+55,000$10,315
ALIBABA GROUP HLDG LTD 60,000 +60,000 $10,034
     BABA60,000+60,000$10,034
NIKE INC 100,000 +100,000 $9,392
     NKE100,000+100,000$9,392
JD COM INC 325,000 +75,000 $9,168
     JD325,000+75,000$9,168
CANADA GOOSE HOLDINGS INC 200,000 +192,520 $8,794
     GOOS200,000+192,520$8,794
DECKERS OUTDOOR CORP 59,007 +59,007 $8,695
     DECK59,007+59,007$8,695
NCR CORP NEW 270,900 +270,900 $8,550
     NCR270,900+270,900$8,550
MALIBU BOATS INC 276,886 +4,198 $8,495
     MBUU276,886+4,198$8,495
ALASKA AIR GROUP INC 129,104 +11,400 $8,380
     ALK129,104+11,400$8,380
TJX COS INC NEW 150,000 -105,000 $8,361
     TJX150,000-105,000$8,361
BJS WHSL CLUB HLDGS INC 280,000 UNCH $7,244
     BJ280,000UNCH$7,244
NUTANIX INC 275,900 +275,900 $7,242
     NTNX275,900+275,900$7,242
FACEBOOK INC 40,000 +10,000 $7,123
     FB40,000+10,000$7,123
SNAP INC 450,000 +450,000 $7,110
     SNAP450,000+450,000$7,110
YETI HLDGS INC 244,897 -208,302 $6,857
     YETI244,897-208,302$6,857
MGM RESORTS INTERNATIONAL 245,806 +245,806 $6,814
     MGM245,806+245,806$6,814
MATCH GROUP INC 95,000 +45,000 $6,787
     MTCH95,000+45,000$6,787
DELTA AIR LINES INC DEL 100,000 +25,000 $5,760
     DAL100,000+25,000$5,760
KBR INC 221,256 -776,397 $5,430
     KBR221,256-776,397$5,430
CHILDRENS PL INC 70,000 +13,000 $5,389
     PLCE70,000+13,000$5,389
JABIL INC 145,687 -317,849 $5,211
     JBL145,687-317,849$5,211

See Full List: All Stocks Held By Shellback Capital LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Shellback Capital LP

Size ($ in 1000's)
At 09/30/2019: $955,612
At 06/30/2019: $802,664

Shellback Capital LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Shellback Capital LP 13F filings. Link to 13F filings: SEC filings

Shellback Capital LP Top Holdings 13F Filings | www.HoldingsChannel.com

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