WS MANAGEMENT LLLP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STUB | 800K | $4.99M |
 | LUV | 547K | $20.53M |
 | MU | 360K | $121.62M |
 | VTRS | 316K | $4.27M |
 | KNX | 206K | $11.87M |
 | COP | 183K | $24.10M |
 | RHP | 159K | $14.69M |
 | NVDA | 157K | $27.37M |
 | AMZN | 152K | $31.62M |
 | KMX | 150K | $6.26M |
 | CROX | 150K | $12.45M |
 | CELH | 150K | $5.32M |
 | WMT | 123K | $15.30M |
 | TJX | 122K | $19.55M |
 | LH | 114K | $30.30M |
 | LAMR | 102K | $12.88M |
 | GEHC | 97K | $6.88M |
 | GOOGL | 95K | $27.35M |
 | SN | 90K | $9.53M |
 | ASA | 70K | $4.34M |
StubHub Holdings, Inc.
STUB
Shares Held
800K
Value
$4.99M
Southwest Airlines Co.
LUV
Shares Held
547K
Value
$20.53M
Micron Technology, Inc.
MU
Shares Held
360K
Value
$121.62M
Viatris Inc.
VTRS
Shares Held
316K
Value
$4.27M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
206K
Value
$11.87M
ConocoPhillips
COP
Shares Held
183K
Value
$24.10M
Ryman Hospitality Properties, Inc.
RHP
Shares Held
159K
Value
$14.69M
NVIDIA Corporation
NVDA
Shares Held
157K
Value
$27.37M
Amazon.com, Inc.
AMZN
Shares Held
152K
Value
$31.62M
CarMax, Inc.
KMX
Shares Held
150K
Value
$6.26M
Crocs, Inc.
CROX
Shares Held
150K
Value
$12.45M
Celsius Holdings, Inc.
CELH
Shares Held
150K
Value
$5.32M
Walmart Inc.
WMT
Shares Held
123K
Value
$15.30M
The TJX Companies, Inc.
TJX
Shares Held
122K
Value
$19.55M
Labcorp Holdings Inc.
LH
Shares Held
114K
Value
$30.30M
Lamar Advertising Company
LAMR
Shares Held
102K
Value
$12.88M
GE HealthCare Technologies Inc.
GEHC
Shares Held
97K
Value
$6.88M
Alphabet Inc.
GOOGL
Shares Held
95K
Value
$27.35M
SharkNinja, Inc.
SN
Shares Held
90K
Value
$9.53M
ASA Gold and Precious Metals Limited
ASA
Shares Held
70K
Value
$4.34M