Stock Taper 
SHELLBACK CAPITAL, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Coherent, Inc. | COHR | 35.86K | $14.15M |
 Generac Holdings Inc. | GNRC | 36.14K | $10.58M |
 Netflix, Inc. | NFLX | 40K | $2.86M |
 Wayfair Inc. | W | 40K | $3.7M |
 O'Reilly Automotive, Inc. | ORLY | 45K | $4.14M |
 Marriott International, Inc. | MAR | 50K | $18.53M |
 Reddit, Inc. | RDDT | 50K | $8.68M |
 Deckers Outdoor Corporation | DECK | 50K | $4.96M |
 Southwest Airlines Co. | LUV | 50K | $2.57M |
 DigitalOcean Holdings, Inc. | DOCN | 50K | $7.85M |
 Crocs, Inc. | CROX | 50K | $6.03M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 52.3K | $5.21M |
 Churchill Downs Incorporated | CHDN | 57.53K | $5.16M |
 Brunswick Corporation | BC | 58.81K | $4.95M |
 Target Corporation | TGT | 60K | $7.84M |
 Live Nation Entertainment, Inc. | LYV | 65K | $11.9M |
 Toll Brothers, Inc. | TOL | 70K | $11.53M |
 Roku, Inc. | ROKU | 70K | $9.67M |
 NVIDIA Corporation | NVDA | 70K | $14.01M |
 OneWater Marine Inc. | ONEW | 70.66K | $796.33K |