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Asset Manager ← All Institutions

COOPER CREEK PARTNERS MANAGEMENT LLC

Q2 2025 · Filed 2025-08-13
Market Value
$2.9B
-5.2%
Holdings
109
+11
New Purchases
25
Added To
17
Closed
20
Reduced
26
Top 10 Concentration
41.7%
Turnover
41.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KVYO 1.98% 0.00% +1.98% $57M
BBWI 5.63% 3.78% +1.84% $162M
CTRI 1.72% 0.00% +1.72% $49M
PSN 1.58% 0.00% +1.58% $46M
NXE 1.44% 0.00% +1.44% $41M
DV 1.33% 0.00% +1.33% $38M
NWL 4.87% 3.56% +1.31% $140M
RDW 1.13% 0.00% +1.13% $33M
SLB 1.02% 0.00% +1.02% $29M
META 0.99% 0.00% +0.99% $29M
OI 5.38% 4.44% +0.95% $155M
SOC 0.85% 0.00% +0.85% $24M
CE 0.84% 0.00% +0.84% $24M
GXO 2.50% 1.74% +0.76% $72M
UNF 0.67% 0.00% +0.67% $19M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CPRI 0.10% 3.48% -3.37% $3M
PLNT 0.00% 2.98% -2.98% $0
DNUT 0.00% 1.94% -1.94% $0
SN 0.00% 1.37% -1.37% $0
YPF 0.00% 1.22% -1.22% $0
STNG 2.19% 3.38% -1.19% $63M
TTEK 0.00% 1.13% -1.13% $0
JCI 0.00% 1.11% -1.11% $0
VIST 0.00% 1.07% -1.07% $0
HD 0.00% 1.06% -1.06% $0
SIG 4.83% 5.77% -0.94% $139M
FRO 0.82% 1.72% -0.90% $23M
GOOGL 0.33% 1.14% -0.81% $10M
SAM 1.50% 2.29% -0.79% $43M
CZR 0.46% 1.22% -0.76% $13M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 7 $162M 5.6%
Large Cap 24 $389M 13.5%
Mid Cap 44 $1.5B 51.7%
Small Cap 28 $816M 28.3%
Micro Cap 6 $25M 0.9%

Portfolio Analytics

Avg Market Cap
$135.5B
Median Market Cap
$4.1B
Avg P/E
50.5
Median P/E
28.9
Avg Dividend Yield
0.01%
Avg Beta
1.20
# Stocks
109
# ETFs / Funds
0

Top Holdings (109 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BBWI 5.63% 5,409,919 $162M $29.96 $47M +1,619,276 +42.7%
2 OI 5.38% 10,525,527 $155M $14.74 $20M -1,226,086 -10.4%
3 CXW 4.93% 6,748,253 $142M $21.07 $3M -92,932 -1.4%
4 NWL 4.87% 25,985,548 $140M $5.40 $32M +8,526,698 +48.8%
5 SIG 4.83% 1,749,227 $139M $79.55 -$36M -1,273,168 -42.1%
6 ALIT 3.53% 17,981,027 $102M $5.66 -$15M -1,774,481 -9.0%
7 GENI 3.32% 9,191,865 $96M $10.40 $12M +806,233 +9.6%
8 GEO 3.12% 3,749,925 $90M $23.95 -$26M -203,219 -5.1%
9 SON 3.09% 2,045,936 $89M $43.56 -$11M -69,619 -3.3%
10 M 2.99% 7,395,091 $86M $11.66 $4M +876,606 +13.4%
11 AAP 2.81% 1,741,160 $81M $46.49 $6M -182,373 -9.5%
12 MTZ 2.51% 423,918 $72M $170.43 -$11M -290,125 -40.6%
13 GXO 2.50% 1,478,785 $72M $48.70 $19M +127,477 +9.4%
14 STNG 2.19% 1,612,171 $63M $39.13 -$40M -1,121,365 -41.0%
15 KVYO 1.98% 1,700,690 $57M $33.58 +1,700,690 NEW
16 GSM 1.90% 14,929,137 $55M $3.67 -$917K -86,204 -0.6%
17 CTRI 1.72% 2,202,154 $49M $22.44 +2,202,154 NEW
18 SONO 1.59% 4,243,813 $46M $10.81 $13M +1,181,033 +38.6%
19 PSN 1.58% 636,100 $46M $71.77 +636,100 NEW
20 SAM 1.50% 226,510 $43M $190.81 -$26M -64,269 -22.1%
21 NXE 1.44% 5,978,466 $41M $6.94 +5,978,466 NEW
22 MNRO 1.36% 2,623,425 $39M $14.91 $14M +879,567 +50.4%
23 DV 1.33% 2,560,153 $38M $14.97 +2,560,153 NEW
24 UBER 1.32% 406,316 $38M $93.30 $4M -55,000 -11.9%
25 AMZN 1.20% 158,046 $35M $219.39 $5M
26 MDB 1.14% 155,872 $33M $209.99 $11M +31,449 +25.3%
27 RDW 1.13% 2,003,213 $33M $16.30 +2,003,213 NEW
28 MSFT 1.13% 65,551 $33M $497.41 -$728K -23,248 -26.2%
29 PCOR 1.11% 469,255 $32M $68.42 $1M
30 ESTC 1.10% 377,065 $32M $84.33 $8M +111,281 +41.9%
31 AMD 1.08% 219,477 $31M $141.90 $9M
32 PINS 1.04% 839,559 $30M $35.86 $2M -59,277 -6.6%
33 DASH 1.02% 119,147 $29M $246.51 -$3M -56,497 -32.2%
34 SLB 1.02% 868,523 $29M $33.80 +868,523 NEW
35 LBRDK 1.01% 296,190 $29M $98.38 -$4M -91,624 -23.6%
36 TWLO 1.00% 231,506 $29M $124.36 $6M -5,230 -2.2%
37 META 0.99% 38,691 $29M $738.08 +38,691 NEW
38 RDWR 0.98% 956,764 $28M $29.44 $7M
39 AMAT 0.87% 136,723 $25M $183.07 $12M +45,874 +50.5%
40 SOC 0.85% 1,113,062 $24M $21.98 +1,113,062 NEW
41 CE 0.84% 437,218 $24M $55.33 +437,218 NEW
42 TEAM 0.83% 117,649 $24M $203.09 $3M +18,946 +19.2%
43 FRO 0.82% 1,431,271 $23M $16.41 -$29M -2,085,598 -59.3%
44 CLVT 0.80% 5,350,176 $23M $4.30 $3M +168,018 +3.2%
45 CSTM 0.77% 1,666,521 $22M $13.30 $17M +1,182,966 +244.6%
46 FNKO 0.73% 4,390,494 $21M $4.76 -$4M +795,780 +22.1%
47 SMTC 0.70% 448,657 $20M $45.14 $18M +379,363 +547.5%
48 UNF 0.67% 102,928 $19M $188.22 +102,928 NEW
49 FIVN 0.65% 709,281 $19M $26.48 -$475K
50 DAL 0.60% 349,678 $17M $49.18 -$9M -243,356 -41.0%
51 HUBS 0.51% 26,252 $15M $556.64 -$3M -5,053 -16.1%
52 ZS 0.50% 45,505 $14M $313.94 $5M
53 DNB 0.47% 1,481,294 $13M $9.09 +1,481,294 NEW
54 CZR 0.46% 466,000 $13M $28.39 -$24M -1,017,480 -68.6%
55 VOYG 0.42% 310,433 $12M $39.25 +310,433 NEW
56 TTWO 0.42% 49,394 $12M $242.84 +49,394 NEW
57 WWW 0.36% 577,567 $10M $18.08 +577,567 NEW
58 GOOGL 0.33% 54,571 $10M $176.23 -$25M -169,481 -75.6%
59 WDAY 0.33% 39,221 $9M $240.00 -$380K -2,714 -6.5%
60 CCCS 0.33% 996,000 $9M $9.41 +996,000 NEW
61 WULF 0.31% 2,043,070 $9M $4.38 +2,043,070 NEW
62 ENS 0.31% 103,924 $9M $85.77 +103,924 NEW
63 VECO 0.31% 432,769 $9M $20.32 $104K
64 DNOW 0.30% 579,074 $9M $14.83 -$1M
65 TH 0.30% 1,201,691 $9M $7.12 +1,201,691 NEW
66 HI 0.30% 426,277 $9M $20.07 +426,277 NEW
67 SABR 0.29% 2,638,059 $8M $3.16 $923K
68 BKV 0.29% 340,575 $8M $24.12 +340,575 NEW
69 EXTR 0.26% 422,882 $8M $17.95 $3M +61,904 +17.1%
70 CCB 0.26% 77,661 $8M $96.87 $2M +12,948 +20.0%
71 SHW 0.26% 21,438 $7M $343.36 -$21M -59,777 -73.6%
72 CAE 0.20% 200,000 $6M $29.27 +200,000 NEW
73 ROG 0.19% 81,850 $6M $68.48 $78K
74 VVV 0.13% 96,600 $4M $37.87 +96,600 NEW
75 CPRI 0.10% 170,712 $3M $17.70 -$103M -5,187,692 -96.8%
76 PI 0.10% 25,905 $3M $111.06 $527K
77 FOR 0.07% 100,189 $2M $20.00 -$114K
78 INSE 0.06% 204,756 $2M $8.17 -$76K
79 FC 0.06% 69,466 $2M $22.82 -$334K
80 TRNS 0.05% 18,427 $2M $85.96 $212K
81 CLFD 0.04% 26,568 $1M $43.40 $363K
82 EGHT 0.04% 515,606 $1M $1.96 -$20K
83 EB 0.03% 379,041 $997K $2.63 $197K
84 KAI 0.03% 2,892 $918K $317.43 +2,892 NEW
85 VVX 0.03% 15,000 $728K $48.53 +15,000 NEW
86 SFIX 0.02% 183,181 $678K $3.70 $83K
87 FORR 0.02% 46,779 $463K $9.90 $31K
88 TBI 0.02% 70,183 $455K $6.48 $82K
89 ULTA 0.01% 782 $366K $468.03 -$23M -61,632 -98.8%
90 AMTM —% -$22M -1,223,986 -100.0% SOLD
91 DNUT —% -$59M -11,989,510 -100.0% SOLD
92 TLN —% -$23M -115,146 -100.0% SOLD
93 TASK —% -$2M -142,234 -100.0% SOLD
94 SMWB —% -$10M -1,193,895 -100.0% SOLD
95 MPC —% -$15M -101,367 -100.0% SOLD
96 KTOS —% -$18M -595,526 -100.0% SOLD
97 PTON —% -$19M -3,014,473 -100.0% SOLD
98 FLYW —% -$1M -138,507 -100.0% SOLD
99 PLNT —% -$91M -937,605 -100.0% SOLD
100 VIST —% -$33M -699,838 -100.0% SOLD

New Positions

SymbolValue% Port
KVYO $57M 1.98%
CTRI $49M 1.72%
PSN $46M 1.58%
NXE $41M 1.44%
DV $38M 1.33%
RDW $33M 1.13%
SLB $29M 1.02%
META $29M 0.99%
SOC $24M 0.85%
CE $24M 0.84%
UNF $19M 0.67%
DNB $13M 0.47%
VOYG $12M 0.42%
TTWO $12M 0.42%
WWW $10M 0.36%

Sold Out Positions

SymbolValue% Port
YPF —%
CRK —%
HD —%
SMWB —%
BV —%
SN —%
AMTM —%
VIST —%
PLNT —%
MPC —%
HEI-A —%
JCI —%
SRI —%
DNUT —%
KTOS —%
View SEC EDGAR Filings for COOPER CREEK PARTNERS MANAGEMENT LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms