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Asset Manager ← All Institutions

Shellback Capital, LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
83
-43
New Purchases
0
Added To
0
Closed
83
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $0 0%
Large Cap 39 $0 0%
Mid Cap 33 $0 0%
Small Cap 5 $0 0%
Micro Cap 2 $0 0%

Portfolio Analytics

Avg Market Cap
$131.4B
Median Market Cap
$10.5B
Avg P/E
48.3
Median P/E
28.0
Avg Dividend Yield
0.01%
Avg Beta
1.38
# Stocks
83
# ETFs / Funds
0

Top Holdings (83 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CPRI —% -$22M -883,000 -100.0% SOLD
2 YETI —% -$2M -50,000 -100.0% SOLD
3 UBER —% -$12M -150,000 -100.0% SOLD
4 BROS —% -$22M -359,000 -100.0% SOLD
5 M —% -$8M -357,000 -100.0% SOLD
6 WWW —% -$2M -84,500 -100.0% SOLD
7 HLT —% -$16M -55,000 -100.0% SOLD
8 BURL —% -$24M -83,515 -100.0% SOLD
9 BOOT —% -$15M -85,300 -100.0% SOLD
10 SN —% -$56M -504,261 -100.0% SOLD
11 CUBI —% -$2M -21,448 -100.0% SOLD
12 LYV —% -$12M -81,870 -100.0% SOLD
13 HZO —% -$4M -179,056 -100.0% SOLD
14 SPOT —% -$41M -70,000 -100.0% SOLD
15 ALK —% -$7M -140,000 -100.0% SOLD
16 W —% -$13M -128,429 -100.0% SOLD
17 BBY —% -$7M -110,800 -100.0% SOLD
18 BCO —% -$3M -24,635 -100.0% SOLD
19 ONON —% -$10M -217,000 -100.0% SOLD
20 RL —% -$55M -155,413 -100.0% SOLD
21 NCLH —% -$7M -325,000 -100.0% SOLD
22 MLM —% -$10M -15,920 -100.0% SOLD
23 TPR —% -$61M -478,500 -100.0% SOLD
24 IMAX —% -$3M -75,000 -100.0% SOLD
25 TJX —% -$3M -20,000 -100.0% SOLD
26 DKS —% -$27M -134,250 -100.0% SOLD
27 LTH —% -$7M -274,200 -100.0% SOLD
28 EAT —% -$9M -62,800 -100.0% SOLD
29 CCL —% -$2M -50,000 -100.0% SOLD
30 DOV —% -$19M -99,350 -100.0% SOLD
31 SEI —% -$2M -33,374 -100.0% SOLD
32 CPA —% -$6M -50,036 -100.0% SOLD
33 ABNB —% -$18M -135,000 -100.0% SOLD
34 AZO —% -$11M -3,200 -100.0% SOLD
35 GPI —% -$12M -30,000 -100.0% SOLD
36 PUMP —% -$7M -697,349 -100.0% SOLD
37 SIG —% -$414K -5,000 -100.0% SOLD
38 PAY —% -$4M -141,747 -100.0% SOLD
39 SHAK —% -$244K -3,000 -100.0% SOLD
40 TKR —% -$33M -396,099 -100.0% SOLD
41 CHDN —% -$28M -250,000 -100.0% SOLD
42 CMI —% -$10M -20,000 -100.0% SOLD
43 MKSI —% -$6M -36,407 -100.0% SOLD
44 CART —% -$1M -22,313 -100.0% SOLD
45 VSCO —% -$10M -183,126 -100.0% SOLD
46 FIVE —% -$25M -133,000 -100.0% SOLD
47 LIF —% -$4M -70,000 -100.0% SOLD
48 AMZN —% -$29M -125,000 -100.0% SOLD
49 LYFT —% -$5M -250,000 -100.0% SOLD
50 LECO —% -$12M -51,114 -100.0% SOLD
51 MAR —% -$2M -5,000 -100.0% SOLD
52 BKNG —% -$27M -5,000 -100.0% SOLD
53 REGN —% -$6M -7,384 -100.0% SOLD
54 NXPI —% -$18M -81,585 -100.0% SOLD
55 LULU —% -$4M -20,000 -100.0% SOLD
56 DKNG —% -$4M -125,000 -100.0% SOLD
57 DASH —% -$11M -50,000 -100.0% SOLD
58 MCHP —% -$14M -225,000 -100.0% SOLD
59 CHRW —% -$2M -10,000 -100.0% SOLD
60 OLLI —% -$10M -87,938 -100.0% SOLD
61 LITE —% -$7M -20,000 -100.0% SOLD
62 ORLY —% -$5M -58,000 -100.0% SOLD
63 ROKU —% -$11M -102,474 -100.0% SOLD
64 SRAD —% -$717K -30,150 -100.0% SOLD
65 PTON —% -$4M -625,000 -100.0% SOLD
66 ULTA —% -$55M -91,500 -100.0% SOLD
67 SHOO —% -$3M -71,000 -100.0% SOLD
68 TSEM —% -$3M -25,000 -100.0% SOLD
69 WMT —% -$10M -90,000 -100.0% SOLD
70 GOOGL —% -$14M -45,000 -100.0% SOLD
71 ROST —% -$49M -269,700 -100.0% SOLD
72 ONEW —% -$765K -70,659 -100.0% SOLD
73 MOD —% -$2M -15,452 -100.0% SOLD
74 HIVE —% -$6M -2,400,000 -100.0% SOLD
75 BRCB —% -$5M -230,000 -100.0% SOLD
76 ASO —% -$5M -105,566 -100.0% SOLD
77 GIII —% -$3M -99,700 -100.0% SOLD
78 NFLX —% -$4M -40,000 -100.0% SOLD
79 SFIX —% -$853K -162,500 -100.0% SOLD
80 TTD —% -$4M -100,000 -100.0% SOLD
81 Z —% -$3M -50,000 -100.0% SOLD
82 WYNN —% -$6M -50,000 -100.0% SOLD
83 GPS —% -$4M -175,000 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
CPA —%
LYV —%
YETI —%
UBER —%
BROS —%
M —%
WWW —%
HLT —%
BURL —%
BOOT —%
NCLH —%
CUBI —%
CPRI —%
HZO —%
SPOT —%
View SEC EDGAR Filings for Shellback Capital, LP →

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