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Asset Manager ← All Institutions

COOPER CREEK PARTNERS MANAGEMENT LLC

Q4 2025 · Filed 2026-02-17
Market Value
$2.0B
-21.0%
Holdings
101
-3
New Purchases
19
Added To
11
Closed
20
Reduced
28
Top 10 Concentration
36.2%
Turnover
38.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CZR 3.67% 0.00% +3.67% $74M
CAVA 3.34% 0.00% +3.34% $67M
CNK 2.46% 0.00% +2.46% $50M
AMTM 2.23% 0.00% +2.23% $45M
CRK 2.11% 0.00% +2.11% $43M
GXO 4.46% 2.60% +1.86% $90M
BKV 2.27% 0.42% +1.85% $46M
WHR 1.58% 0.00% +1.58% $32M
HXL 1.81% 0.33% +1.47% $36M
SMTC 2.24% 0.83% +1.41% $45M
RVLV 2.26% 0.87% +1.40% $46M
UNF 2.79% 1.40% +1.39% $56M
LW 1.33% 0.00% +1.33% $27M
RUM 1.06% 0.00% +1.06% $21M
ALI1.DE 0.99% 0.00% +0.99% $20M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NWL 0.00% 5.09% -5.09% $0
BBWI 0.00% 5.04% -5.04% $0
SOC 0.00% 2.80% -2.80% $0
ALIT 0.00% 2.44% -2.44% $0
OI 2.95% 5.10% -2.16% $59M
S 0.00% 1.62% -1.62% $0
SIG 1.60% 3.22% -1.62% $32M
CCCS 0.00% 1.49% -1.49% $0
YETI 0.00% 1.41% -1.41% $0
MNRO 0.26% 1.53% -1.26% $5M
PSN 0.11% 1.33% -1.22% $2M
SAM 0.00% 1.21% -1.21% $0
HEI-A 0.00% 1.14% -1.14% $0
GOOGL 0.00% 1.12% -1.12% $0
KVYO 0.00% 1.10% -1.10% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 5 $75M 3.7%
Large Cap 17 $298M 14.8%
Mid Cap 47 $1.3B 65.3%
Small Cap 27 $312M 15.5%
Micro Cap 5 $15M 0.7%

Portfolio Analytics

Avg Market Cap
$166.2B
Median Market Cap
$3.6B
Avg P/E
46.8
Median P/E
28.9
Avg Dividend Yield
0.01%
Avg Beta
1.21
# Stocks
101
# ETFs / Funds
0

Top Holdings (101 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CXW 5.58% 5,896,605 $113M $19.11 -$17M -478,969 -7.5%
2 GXO 4.46% 1,710,950 $90M $52.64 $24M +452,717 +36.0%
3 AAP 3.75% 1,927,406 $76M $39.30 -$31M +185,191 +10.6%
4 GEO 3.72% 4,652,725 $75M $16.12 -$27M -322,047 -6.5%
5 CZR 3.67% 3,170,216 $74M $23.39 +3,170,216 NEW
6 GSM 3.43% 14,921,946 $69M $4.64 $2M +130,437 +0.9%
7 CAVA 3.34% 1,149,188 $67M $58.69 +1,149,188 NEW
8 OI 2.95% 4,031,112 $59M $14.76 -$71M -6,030,588 -59.9%
9 UNF 2.79% 291,976 $56M $192.90 $21M +77,869 +36.4%
10 SON 2.47% 1,140,492 $50M $43.64 -$1M -38,335 -3.2%
11 CNK 2.46% 2,136,240 $50M $23.24 +2,136,240 NEW
12 BKV 2.27% 1,686,949 $46M $27.15 $35M +1,225,292 +265.4%
13 RVLV 2.26% 1,514,084 $46M $30.19 $24M +473,506 +45.5%
14 SMTC 2.24% 614,233 $45M $73.69 $24M +315,576 +105.7%
15 AMTM 2.23% 1,553,074 $45M $29.00 +1,553,074 NEW
16 CLBT 2.14% 2,395,973 $43M $18.03 -$13M -626,113 -20.7%
17 CC 2.13% 3,646,257 $43M $11.79 -$20M -337,543 -8.5%
18 CRK 2.11% 1,838,637 $43M $23.18 +1,838,637 NEW
19 MTZ 1.98% 183,838 $40M $217.37 $14M +63,266 +52.5%
20 NXE 1.84% 4,048,167 $37M $9.20 -$24M -2,778,598 -40.7%
21 HXL 1.81% 493,221 $36M $73.90 $28M +356,843 +261.7%
22 STNG 1.78% 706,733 $36M $50.83 -$24M -357,338 -33.6%
23 CTRI 1.68% 1,344,118 $34M $25.25 -$23M -1,323,354 -49.6%
24 LBRT 1.61% 1,757,535 $32M $18.46 $10M -52,494 -2.9%
25 SIG 1.60% 390,173 $32M $82.88 -$50M -468,507 -54.6%
26 WHR 1.58% 443,215 $32M $72.14 +443,215 NEW
27 LW 1.33% 641,556 $27M $41.89 +641,556 NEW
28 CCB 1.25% 219,597 $25M $114.59 $8M +57,498 +35.5%
29 RUM 1.06% 3,401,604 $21M $6.32 +3,401,604 NEW
30 PCOR 1.06% 294,255 $21M $72.74 -$13M -175,000 -37.3%
31 HUBS 1.05% 53,001 $21M $401.29 -$9M -10,825 -17.0%
32 AMZN 1.01% 88,046 $20M $230.82 -$9M -45,000 -33.8%
33 AMD 1.00% 94,498 $20M $214.16 -$6M -64,981 -40.8%
34 ALI1.DE 0.99% 2,272,937 $20M $8.81 +2,272,937 NEW
35 UBER 0.96% 236,316 $19M $81.71 -$14M -100,000 -29.7%
36 DAL 0.95% 277,198 $19M $69.40 -$8M -195,580 -41.4%
37 TEAM 0.94% 117,649 $19M $162.14 $287K
38 CSTM 0.93% 999,209 $19M $18.85 -$6M -667,312 -40.0%
39 DASH 0.91% 80,923 $18M $226.47 -$10M -24,500 -23.2%
40 SMG 0.91% 313,189 $18M $58.35 +313,189 NEW
41 GOOG 0.90% 57,952 $18M $313.79 +57,952 NEW
42 MDB 0.90% 43,217 $18M $419.70 $888K -12,360 -22.2%
43 RDWR 0.88% 740,126 $18M $24.09 -$8M -216,638 -22.6%
44 KD 0.86% 650,936 $17M $26.56 +650,936 NEW
45 MSFT 0.83% 34,444 $17M $483.63 -$12M -21,381 -38.3%
46 PINS 0.82% 639,559 $17M $25.89 -$4M
47 FLYW 0.80% 1,139,818 $16M $14.16 $707K
48 SN 0.79% 143,306 $16M $111.90 +143,306 NEW
49 TTWO 0.77% 60,881 $16M $256.02 +60,881 NEW
50 DECK 0.77% 149,926 $16M $103.67 +149,926 NEW
51 RAL 0.77% 304,236 $15M $50.91 +304,236 NEW
52 DKNG 0.73% 428,016 $15M $34.46 +428,016 NEW
53 FIVN 0.70% 709,281 $14M $20.05 -$3M
54 CLFD 0.69% 479,741 $14M $29.15 -$3M
55 EXTR 0.69% 838,178 $14M $16.65 -$3M
56 AMRC 0.57% 391,957 $11M $29.29 $6M +239,032 +156.3%
57 VERI 0.53% 2,316,968 $11M $4.65 -$944K -114,090 -4.7%
58 ESTC 0.52% 139,107 $10M $75.44 -$1M
59 ZS 0.51% 45,505 $10M $224.92 -$3M
60 EVEX 0.47% 2,388,495 $10M $3.99 -$78K -133,381 -5.3%
61 WDAY 0.42% 39,221 $8M $214.78 -$1M
62 DNOW 0.38% 579,074 $8M $13.25 -$1M
63 ROG 0.37% 81,850 $7M $91.57 $909K
64 TH 0.29% 726,473 $6M $8.01 -$2M -242,784 -25.1%
65 SAIC 0.27% 54,974 $6M $100.67 +54,974 NEW
66 MNRO 0.26% 262,542 $5M $20.04 -$34M -1,908,043 -87.9%
67 PI 0.22% 25,905 $5M $174.02 -$174K
68 VVX 0.18% 66,252 $4M $54.55 +66,252 NEW
69 SABR 0.18% 2,638,059 $4M $1.36 -$1M
70 FOR 0.12% 100,189 $2M $24.63 -$196K
71 PSN 0.11% 37,456 $2M $61.81 -$32M -373,236 -90.9%
72 INSE 0.09% 204,756 $2M $9.36 -$4K
73 EB 0.08% 379,041 $2M $4.45 $732K
74 FC 0.06% 69,466 $1M $16.79 -$182K
75 TRNS 0.05% 18,427 $1M $56.71 -$304K
76 EGHT 0.05% 515,606 $1M $1.97 -$77K
77 SFIX 0.05% 183,181 $962K $5.25 $165K
78 ULTA 0.02% 782 $473K $604.86 $45K
79 FORR 0.02% 46,779 $380K $8.12 -$116K
80 TBI 0.02% 70,183 $319K $4.55 -$111K
81 INMD —% 658 $10K $15.20 -$15M -1,004,704 -99.9%
82 KVYO —% -$28M -1,012,849 -100.0% SOLD
83 BBWI —% -$129M -5,006,959 -100.0% SOLD
84 VECO —% -$13M -432,769 -100.0% SOLD
85 SONO —% -$17M -1,072,587 -100.0% SOLD
86 S —% -$41M -2,351,830 -100.0% SOLD
87 CLVT —% -$15M -4,023,626 -100.0% SOLD
88 GOOGL —% -$29M -117,712 -100.0% SOLD
89 M —% -$13M -740,517 -100.0% SOLD
90 SOC —% -$72M -4,102,268 -100.0% SOLD
91 CCCS —% -$38M -4,168,480 -100.0% SOLD
92 ALIT —% -$62M -19,168,119 -100.0% SOLD
93 FLS —% -$6M -114,263 -100.0% SOLD
94 DV —% -$9M -780,741 -100.0% SOLD
95 NWL —% -$130M -24,844,080 -100.0% SOLD
96 HI —% -$15M -546,241 -100.0% SOLD
97 SAM —% -$31M -145,939 -100.0% SOLD
98 HEI-A —% -$29M -114,366 -100.0% SOLD
99 WEX —% -$21M -131,675 -100.0% SOLD
100 GENI —% -$22M -1,739,848 -100.0% SOLD

New Positions

SymbolValue% Port
CZR $74M 3.67%
CAVA $67M 3.34%
CNK $50M 2.46%
AMTM $45M 2.23%
CRK $43M 2.11%
WHR $32M 1.58%
LW $27M 1.33%
RUM $21M 1.06%
ALI1.DE $20M 0.99%
SMG $18M 0.91%
GOOG $18M 0.90%
KD $17M 0.86%
SN $16M 0.79%
TTWO $16M 0.77%
DECK $16M 0.77%

Sold Out Positions

SymbolValue% Port
YETI —%
M —%
WEX —%
KVYO —%
FLS —%
CLVT —%
BBWI —%
S —%
GENI —%
HEI-A —%
SOC —%
SAM —%
DV —%
ALIT —%
VECO —%
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