Worldly Partners Management

Latest statistics and disclosures from Worldly Partners Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are FND, COST, CDLX, and represent 100.00% of Worldly Partners Management's stock portfolio.
  • Added to shares of these 2 stocks: FND, COST.
  • Worldly Partners Management was a net buyer of stock by $2.3M.
  • Worldly Partners Management has $191M in assets under management (AUM), dropping by -9.19%.
  • Central Index Key (CIK): 0001904574

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Positions held by Worldly Partners Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Worldly Partners Management

Worldly Partners Management holds 3 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Floor & Decor Hldgs Cl A (FND) 54.1 $103M 1.0M 99.70
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Costco Wholesale Corporation (COST) 43.6 $83M 91k 916.27
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Cardlytics (CDLX) 2.2 $4.3M 1.2M 3.71
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Past Filings by Worldly Partners Management

SEC 13F filings are viewable for Worldly Partners Management going back to 2022