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 June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Amazon (AMZN) 22.27 67500 NEW 1893.63
SPDR S&P; 500 ETF (SPY) 12.76 250000 +127% 293.00
Eldorado Resorts 7.19 896489 +54% 46.07
Vici Pptys Inc 4.69 1.22M +198% 22.04
Netflix (NFLX) 4.48 70000 +84% 367.31
Anaplan Inc 3.63 413028 NEW 50.47
Royal Caribbean Cruises Ltd. 3.06 145000 NEW 121.21
Lululemon Athletica Inc 3.05 97000 +781% 180.21
McDonald's Corporation (MCD) 2.83 78317 NEW 207.66
Alibaba Group Holding Ltd Spon 2.66 90000 NEW 169.46
Tempur-Pedic International (TPX) 2.41 188774 +277% 73.37
Polaris Industries (PII) 2.39 150500 NEW 91.23
L Brands 2.25 495700 NEW 26.10
Gaming & Leisure Pptys 2.24 330066 +24% 38.98
Foot Locker (FL) 2.19 300000 +13% 41.92
D.R. Horton (DHI) 2.09 278192 +36% 43.13
Uber Technologies Inc Com 1.62 200000 NEW 46.38
Caesars Entertainment 1.44 700000 -60% 11.82
FedEx Corporation (FDX) 1.14 40000 NEW 164.20
Baidu (BIDU) 1.12 55000 NEW 117.36
Lumber Liquidators Holdings (LL) 1.05 524000 NEW 11.55
Luckin Coffee Inc sponsored ads 1.04 306129 NEW 19.49
Las Vegas Sands (LVS) 1.03 100000 -60% 59.09
Masco Corporation (MAS) 0.97 141895 NEW 39.24
Papa John's Int'l (PZZA) 0.94 120100 +9% 44.72
Twin River Worldwide Holdings Ord 0.89 171369 NEW 29.75
MercadoLibre (MELI) 0.77 7200 NEW 611.81
Macy's (M) 0.75 200000 NEW 21.46
MGM Resorts International. (MGM) 0.75 150000 NEW 28.57
Rh Com Npv 0.70 35000 -46% 115.60
Overstock (OSTK) 0.69 290000 -76% 13.60
Vonage Holdings (VG) 0.69 348504 -64% 11.33
Zillow Group Inc Cl A stock 0.68 85000 NEW 45.76
Best Buy (BBY) 0.61 50000 NEW 69.74
* Red Rock Resorts Inc Cl A stock 0.56 150100 -43% 21.48
Activision Blizzard (ATVI) 0.41 50000 NEW 47.20
Bed Bath & Beyond (BBBY) 0.40 200000 NEW 11.62
V.F. Corporation (VFC) 0.40 26108 NEW 87.37
Sally Beauty Holdings (SBH) 0.29 125000 NEW 13.34
Owens Corning (OC) 0.25 25000 NEW 58.20
Jumia Technologies Ag sponsored ads 0.23 50000 NEW 26.42
United Parcel Service (UPS) 0.19 10400 NEW 103.27
GameStop (GME) 0.19 200000 -48% 5.47

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

View All Filings