North Fourth Asset Management

Latest statistics and disclosures from North Fourth Asset Management's latest quarterly 13F-HR filing:

Companies in the North Fourth Asset Management portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Amazon (AMZN) 18.07 30000 -55% 1735.90
Alibaba Group Holding Ltd Spon 5.95 102500 +13% 167.23
Vici Pptys Inc 5.91 751719 -38% 22.65
Lululemon Athletica Inc 5.76 86227 -11% 192.52
SPDR S&P; 500 ETF (SPY) 5.66 55000 -78% 296.76
Dollar Tree (DLTR) 5.43 137033 NEW 114.16
Advance Auto Parts (AAP) 5.05 88068 NEW 165.39
Tempur-Pedic International (TPX) 3.85 143653 -23% 77.20
Take-Two Interactive Software (TTWO) 3.77 86700 NEW 125.34
Lowe's Companies (LOW) 3.42 89567 NEW 109.96
Performance Food 3.40 213287 NEW 46.01
Ferrari Nv Ord 3.12 58300 NEW 154.08
Polaris Industries (PII) 2.35 77000 -48% 88.02
Iron Mountain 2.25 200000 NEW 32.39
Eldorado Resorts 2.24 162138 -81% 39.87
Anaplan Inc 2.12 130000 -68% 47.00
Lennar Corporation (LEN) 1.95 100408 NEW 55.85
Jack in the Box (JACK) 1.95 61625 NEW 91.12
Deckers Outdoor Corporation (DECK) 1.79 35000 NEW 147.37
Luckin Coffee Inc sponsored ads 1.78 270000 -11% 19.00
Dillard's (DDS) 1.61 70000 NEW 66.11
Thor Industries (THO) 1.47 75000 NEW 56.64
NIKE (NKE) 1.11 34000 NEW 93.91
Callaway Golf Company (ELY) 1.10 163300 NEW 19.41
Zynga 1.04 513600 NEW 5.82
Nordstrom (JWN) 0.99 85000 NEW 33.67
Boot Barn Hldgs 0.93 76405 NEW 34.91
Wendy's/arby's Group 0.92 133133 NEW 19.98
Grand Canyon Education (LOPE) 0.68 20000 NEW 98.20
Five Below 0.66 15000 NEW 126.13
Kohl's Corporation (KSS) 0.59 34000 NEW 49.65
Melco Crown Entertainment (MPEL) 0.54 80000 NEW 19.41
Tanger Factory Outlet Centers (SKT) 0.54 100000 NEW 15.48
Overstock (OSTK) 0.48 130000 -55% 10.59
* Washington Prime Group New Com stock 0.39 270300 NEW 4.14
GameStop (GME) 0.38 200000 5.52
Lumber Liquidators Holdings (LL) 0.29 84400 -83% 9.87
Sherwin-Williams Company (SHW) 0.19 1000 NEW 550.00
Zumiez (ZUMZ) 0.15 13420 NEW 31.67
Camping World Hldgs 0.15 50000 NEW 8.90

Past 13F-HR SEC Filings by North Fourth Asset Management

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