HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 FIDELITY NATL INFORMATION SV |
470,842 | +15,407 | $62,509 |
| FIS | 470,842 | +15,407 | $62,509 |
| LOWES COS INC |
500,000 | +450,000 | $54,980 |
| LOW | 500,000 | +450,000 | $54,980 |
| DOLLAR TREE INC |
450,000 | +260,500 | $51,372 |
| DLTR | 450,000 | +260,500 | $51,372 |
| BURLINGTON STORES INC |
236,001 | +76,001 | $47,158 |
| BURL | 236,001 | +76,001 | $47,158 |
| VAIL RESORTS INC |
157,368 | +157,368 | $35,811 |
| MTN | 157,368 | +157,368 | $35,811 |
| BOOKING HLDGS INC |
18,000 | +11,000 | $35,327 |
| BKNG | 18,000 | +11,000 | $35,327 |
| GLOBAL PMTS INC |
215,103 | +165,103 | $34,201 |
| GPN | 215,103 | +165,103 | $34,201 |
| TEMPUR SEALY INTL INC |
400,000 | +91,244 | $30,880 |
| TPX | 400,000 | +91,244 | $30,880 |
| V F CORP |
346,025 | +256,025 | $30,793 |
| VFC | 346,025 | +256,025 | $30,793 |
| ROYAL CARIBBEAN CRUISES LTD |
279,720 | +187,448 | $30,302 |
| RCL | 279,720 | +187,448 | $30,302 |
| CARLISLE COS INC |
182,275 | +134,109 | $26,528 |
| CSL | 182,275 | +134,109 | $26,528 |
| UNITED AIRLINES HLDGS INC |
295,674 | +45,674 | $26,141 |
| UAL | 295,674 | +45,674 | $26,141 |
| BOOT BARN HLDGS INC |
716,590 | +66,590 | $25,009 |
| BOOT | 716,590 | +66,590 | $25,009 |
| CHURCHILL DOWNS INC |
201,685 | +46,685 | $24,899 |
| CHDN | 201,685 | +46,685 | $24,899 |
| JACK IN THE BOX INC |
259,950 | +259,950 | $23,687 |
| JACK | 259,950 | +259,950 | $23,687 |
| CHIPOTLE MEXICAN GRILL INC |
26,900 | +25,700 | $22,609 |
| CMG | 26,900 | +25,700 | $22,609 |
| APPLE INC |
100,000 | +100,000 | $22,397 |
| AAPL | 100,000 | +100,000 | $22,397 |
| FISERV INC |
200,000 | +200,000 | $20,718 |
| FISV | 200,000 | +200,000 | $20,718 |
| NOKIA CORP |
4,050,000 | +4,050,000 | $20,493 |
| NOK | 4,050,000 | +4,050,000 | $20,493 |
| SEAWORLD ENTMT INC |
750,500 | +750,500 | $19,753 |
| SEAS | 750,500 | +750,500 | $19,753 |
| LULULEMON ATHLETICA INC |
100,000 | -47,696 | $19,253 |
| LULU | 100,000 | -47,696 | $19,253 |
| ALPHABET INC |
14,000 | +14,000 | $17,096 |
| GOOGL | 14,000 | +14,000 | $17,096 |
| MCDONALDS CORP |
75,000 | +75,000 | $16,103 |
| MCD | 75,000 | +75,000 | $16,103 |
| TAIWAN SEMICONDUCTOR MFG LTD |
334,956 | +334,956 | $15,569 |
| TSM | 334,956 | +334,956 | $15,569 |
| ELDORADO RESORTS INC |
382,812 | -190,000 | $15,263 |
| ERI | 382,812 | -190,000 | $15,263 |
| TWITTER INC |
340,000 | +140,000 | $14,008 |
| TWTR | 340,000 | +140,000 | $14,008 |
| RED ROCK RESORTS INC |
682,072 | +170,268 | $13,849 |
| RRR | 682,072 | +170,268 | $13,849 |
| LUCKIN COFFEE INC |
705,000 | +267,000 | $13,395 |
| LK | 705,000 | +267,000 | $13,395 |
| RH |
62,100 | +62,100 | $10,609 |
| RH | 62,100 | +62,100 | $10,609 |
| THE TRADE DESK INC |
55,000 | +55,000 | $10,315 |
| TTD | 55,000 | +55,000 | $10,315 |
| ALIBABA GROUP HLDG LTD |
60,000 | +60,000 | $10,034 |
| BABA | 60,000 | +60,000 | $10,034 |
| NIKE INC |
100,000 | +100,000 | $9,392 |
| NKE | 100,000 | +100,000 | $9,392 |
| JD COM INC |
325,000 | +75,000 | $9,168 |
| JD | 325,000 | +75,000 | $9,168 |
| CANADA GOOSE HOLDINGS INC |
200,000 | +192,520 | $8,794 |
| GOOS | 200,000 | +192,520 | $8,794 |
| DECKERS OUTDOOR CORP |
59,007 | +59,007 | $8,695 |
| DECK | 59,007 | +59,007 | $8,695 |
| NCR CORP NEW |
270,900 | +270,900 | $8,550 |
| NCR | 270,900 | +270,900 | $8,550 |
| MALIBU BOATS INC |
276,886 | +4,198 | $8,495 |
| MBUU | 276,886 | +4,198 | $8,495 |
| ALASKA AIR GROUP INC |
129,104 | +11,400 | $8,380 |
| ALK | 129,104 | +11,400 | $8,380 |
| TJX COS INC NEW |
150,000 | -105,000 | $8,361 |
| TJX | 150,000 | -105,000 | $8,361 |
| BJS WHSL CLUB HLDGS INC |
280,000 | UNCH | $7,244 |
| BJ | 280,000 | UNCH | $7,244 |
| NUTANIX INC |
275,900 | +275,900 | $7,242 |
| NTNX | 275,900 | +275,900 | $7,242 |
| FACEBOOK INC |
40,000 | +10,000 | $7,123 |
| FB | 40,000 | +10,000 | $7,123 |
| SNAP INC |
450,000 | +450,000 | $7,110 |
| SNAP | 450,000 | +450,000 | $7,110 |
| YETI HLDGS INC |
244,897 | -208,302 | $6,857 |
| YETI | 244,897 | -208,302 | $6,857 |
| MGM RESORTS INTERNATIONAL |
245,806 | +245,806 | $6,814 |
| MGM | 245,806 | +245,806 | $6,814 |
| MATCH GROUP INC |
95,000 | +45,000 | $6,787 |
| MTCH | 95,000 | +45,000 | $6,787 |
| DELTA AIR LINES INC DEL |
100,000 | +25,000 | $5,760 |
| DAL | 100,000 | +25,000 | $5,760 |
| KBR INC |
221,256 | -776,397 | $5,430 |
| KBR | 221,256 | -776,397 | $5,430 |
| CHILDRENS PL INC |
70,000 | +13,000 | $5,389 |
| PLCE | 70,000 | +13,000 | $5,389 |
| JABIL INC |
145,687 | -317,849 | $5,211 |
| JBL | 145,687 | -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 |
