Candlestick Capital Management as of March 31, 2025
Portfolio Holdings for Candlestick Capital Management
Candlestick Capital Management holds 62 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Russell 2000 Etf Call Option (IWM) | 8.0 | $387M | 1.9M | 199.49 | |
| Delta Air Lines Inc Del Com New Call Option (DAL) | 7.3 | $353M | 8.1M | 43.60 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.5 | $268M | 480k | 559.39 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.7 | $225M | 480k | 468.92 | |
| Ishares Tr Iboxx Hi Yd Etf Put Option (HYG) | 4.2 | $201M | 2.5M | 78.89 | |
| Hldgs Call Option (UAL) | 3.7 | $177M | 2.6M | 69.05 | |
| Netflix (NFLX) | 3.4 | $167M | 179k | 932.53 | |
| Tapestry (TPR) | 3.1 | $152M | 2.2M | 70.41 | |
| Alaska Air (ALK) | 2.9 | $139M | 2.8M | 49.22 | |
| Edison International Call Option (EIX) | 2.9 | $138M | 2.3M | 58.92 | |
| Cinemark Holdings (CNK) | 2.8 | $137M | 5.5M | 24.89 | |
| Uber Technologies Put Option (UBER) | 2.2 | $108M | 1.5M | 72.86 | |
| Meta Platforms Cl A (META) | 2.0 | $95M | 166k | 576.36 | |
| CoStar (CSGP) | 1.9 | $93M | 1.2M | 79.23 | |
| Lululemon Athletica Call Option (LULU) | 1.9 | $92M | 326k | 283.06 | |
| Solventum Corp Com Shs (SOLV) | 1.9 | $91M | 1.2M | 76.04 | |
| Amer Sports Com Shs (AS) | 1.9 | $90M | 3.4M | 26.73 | |
| Keurig Dr Pepper (KDP) | 1.8 | $89M | 2.6M | 34.22 | |
| Walgreen Boots Alliance | 1.8 | $86M | 7.7M | 11.17 | |
| Nike CL B Call Option (NKE) | 1.7 | $80M | 1.3M | 63.48 | |
| V.F. Corporation Call Option (VFC) | 1.6 | $78M | 5.0M | 15.52 | |
| O'reilly Automotive (ORLY) | 1.6 | $75M | 52k | 1432.58 | |
| Kroger (KR) | 1.5 | $71M | 1.1M | 67.69 | |
| Thor Industries (THO) | 1.4 | $68M | 899k | 75.81 | |
| Philip Morris International (PM) | 1.4 | $67M | 424k | 158.73 | |
| Rb Global (RBA) | 1.4 | $67M | 668k | 100.30 | |
| Select Sector Spdr Tr Indl Put Option (XLI) | 1.4 | $67M | 509k | 131.07 | |
| Chipotle Mexican Grill Call Option (CMG) | 1.4 | $65M | 1.3M | 50.21 | |
| Starbucks Corporation (SBUX) | 1.2 | $60M | 616k | 98.09 | |
| Snowflake Cl A (SNOW) | 1.2 | $60M | 410k | 146.16 | |
| Chewy Cl A (CHWY) | 1.2 | $59M | 1.8M | 32.51 | |
| Celsius Hldgs Com New (CELH) | 1.2 | $56M | 1.6M | 35.62 | |
| Smucker J M Com New (SJM) | 1.0 | $49M | 411k | 118.41 | |
| Ishares Tr Us Home Cons Etf Put Option (ITB) | 1.0 | $49M | 509k | 95.21 | |
| 3M Company (MMM) | 1.0 | $48M | 326k | 146.86 | |
| Pinterest Cl A Put Option (PINS) | 1.0 | $47M | 1.5M | 31.00 | |
| Royal Caribbean Cruises (RCL) | 0.9 | $43M | 210k | 205.44 | |
| AutoZone (AZO) | 0.9 | $42M | 11k | 3812.78 | |
| Spdr Ser Tr S&p Retail Etf Call Option (XRT) | 0.8 | $41M | 587k | 69.09 | |
| Norwegian Cruise Line Hldg L SHS Call Option (NCLH) | 0.8 | $39M | 2.0M | 18.96 | |
| Fair Isaac Corporation (FICO) | 0.7 | $36M | 19k | 1844.16 | |
| Match Group (MTCH) | 0.7 | $36M | 1.1M | 31.20 | |
| Deckers Outdoor Corporation Put Option (DECK) | 0.7 | $36M | 318k | 111.81 | |
| Zoominfo Technologies Common Stock (GTM) | 0.7 | $34M | 3.4M | 10.00 | |
| Servicenow Put Option (NOW) | 0.7 | $33M | 42k | 796.14 | |
| Sprouts Fmrs Mkt (SFM) | 0.7 | $32M | 212k | 152.64 | |
| Albertsons Cos Common Stock (ACI) | 0.6 | $31M | 1.4M | 21.99 | |
| Coca-Cola Company (KO) | 0.6 | $29M | 411k | 71.62 | |
| Atlassian Corporation Cl A (TEAM) | 0.6 | $29M | 135k | 212.21 | |
| Reddit Cl A Put Option (RDDT) | 0.6 | $27M | 261k | 104.90 | |
| MGM Resorts International. Put Option (MGM) | 0.5 | $26M | 891k | 29.64 | |
| Urban Outfitters (URBN) | 0.5 | $23M | 437k | 52.40 | |
| Transunion (TRU) | 0.5 | $22M | 270k | 82.99 | |
| Brinker International (EAT) | 0.4 | $21M | 142k | 149.05 | |
| Hims & Hers Health Com Cl A Put Option (HIMS) | 0.4 | $21M | 700k | 29.55 | |
| Performance Food (PFGC) | 0.3 | $16M | 201k | 78.63 | |
| Dollar Tree (DLTR) | 0.3 | $13M | 173k | 75.07 | |
| 4068594 Enphase Energy Put Option (ENPH) | 0.2 | $12M | 191k | 62.05 | |
| Best Buy (BBY) | 0.2 | $12M | 156k | 73.61 | |
| Rh Put Option (RH) | 0.2 | $10M | 45k | 234.41 | |
| Tempur-Pedic International (SGI) | 0.2 | $10M | 169k | 59.88 | |
| Draftkings Com Cl A (DKNG) | 0.2 | $8.4M | 252k | 33.21 |