WS MANAGEMENT LLLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STUB | 800K | $10.82M |
 | MU | 620K | $176.98M |
 | LUV | 550K | $22.73M |
 | VTRS | 316K | $3.94M |
 | KNX | 202K | $10.56M |
 | COP | 183K | $17.09M |
 | NVDA | 174K | $32.44M |
 | RHP | 156K | $14.75M |
 | KMX | 150K | $5.81M |
 | CELH | 150K | $6.86M |
 | AMZN | 144K | $33.12M |
 | CROX | 129K | $11.03M |
 | WMT | 121K | $13.48M |
 | TJX | 118K | $18.19M |
 | LH | 105K | $26.34M |
 | GOOGL | 104K | $32.69M |
 | LAMR | 100K | $12.66M |
 | GEHC | 97K | $7.93M |
 | SN | 90K | $10.07M |
 | ASA | 70K | $4.18M |
StubHub Holdings, Inc.
STUB
Shares Held
800K
Value
$10.82M
Micron Technology, Inc.
MU
Shares Held
620K
Value
$176.98M
Southwest Airlines Co.
LUV
Shares Held
550K
Value
$22.73M
Viatris Inc.
VTRS
Shares Held
316K
Value
$3.94M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
202K
Value
$10.56M
ConocoPhillips
COP
Shares Held
183K
Value
$17.09M
NVIDIA Corporation
NVDA
Shares Held
174K
Value
$32.44M
Ryman Hospitality Properties, Inc.
RHP
Shares Held
156K
Value
$14.75M
CarMax, Inc.
KMX
Shares Held
150K
Value
$5.81M
Celsius Holdings, Inc.
CELH
Shares Held
150K
Value
$6.86M
Amazon.com, Inc.
AMZN
Shares Held
144K
Value
$33.12M
Crocs, Inc.
CROX
Shares Held
129K
Value
$11.03M
Walmart Inc.
WMT
Shares Held
121K
Value
$13.48M
The TJX Companies, Inc.
TJX
Shares Held
118K
Value
$18.19M
Labcorp Holdings Inc.
LH
Shares Held
105K
Value
$26.34M
Alphabet Inc.
GOOGL
Shares Held
104K
Value
$32.69M
Lamar Advertising Company
LAMR
Shares Held
100K
Value
$12.66M
GE HealthCare Technologies Inc.
GEHC
Shares Held
97K
Value
$7.93M
SharkNinja, Inc.
SN
Shares Held
90K
Value
$10.07M
ASA Gold and Precious Metals Limited
ASA
Shares Held
70K
Value
$4.18M