SHELLBACK CAPITAL, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ETSY | 40K | $2.66M |
 | VMC | 40K | $12.30M |
 | NFLX | 37K | $44.36M |
 | EAT | 37K | $4.65M |
 | COF | 34K | $7.25M |
 | SRAD | 30K | $811.03K |
 | RDDT | 30K | $6.90M |
 | SHAK | 30K | $2.81M |
 | SYY | 30K | $2.47M |
 | CVNA | 30K | $11.32M |
 | SAIA | 25K | $7.48M |
 | LUV | 25K | $797.75K |
 | UPS | 25K | $2.09M |
 | TSEM | 23K | $1.65M |
 | AMZN | 20K | $4.39M |
 | CP | 20K | $1.49M |
 | KTB | 20K | $1.60M |
 | VSCO | 8K | $220.54K |
 | AZO | 5K | $22.31M |
 | BKNG | 5K | $24.30M |
Etsy, Inc.
ETSY
Shares Held
40K
Value
$2.66M
Vulcan Materials Company
VMC
Shares Held
40K
Value
$12.30M
Netflix, Inc.
NFLX
Shares Held
37K
Value
$44.36M
Brinker International, Inc.
EAT
Shares Held
37K
Value
$4.65M
Capital One Financial Corporation
COF
Shares Held
34K
Value
$7.25M
Sportradar Group AG
SRAD
Shares Held
30K
Value
$811.03K
Reddit, Inc.
RDDT
Shares Held
30K
Value
$6.90M
Shake Shack Inc.
SHAK
Shares Held
30K
Value
$2.81M
Sysco Corporation
SYY
Shares Held
30K
Value
$2.47M
Carvana Co.
CVNA
Shares Held
30K
Value
$11.32M
Saia, Inc.
SAIA
Shares Held
25K
Value
$7.48M
Southwest Airlines Co.
LUV
Shares Held
25K
Value
$797.75K
United Parcel Service, Inc.
UPS
Shares Held
25K
Value
$2.09M
Tower Semiconductor Ltd.
TSEM
Shares Held
23K
Value
$1.65M
Amazon.com, Inc.
AMZN
Shares Held
20K
Value
$4.39M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
20K
Value
$1.49M
Kontoor Brands, Inc.
KTB
Shares Held
20K
Value
$1.60M
Victoria's Secret & Co.
VSCO
Shares Held
8K
Value
$220.54K
AutoZone, Inc.
AZO
Shares Held
5K
Value
$22.31M
Booking Holdings Inc.
BKNG
Shares Held
5K
Value
$24.30M