NORTH FOURTH ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | REAL | 280K | $591.22K |
 | AEO | 130K | $2.16M |
 | ASO | 90K | $4.25M |
 | URBN | 76K | $2.47M |
 | SHAK | 50K | $2.90M |
 | SHW | 35K | $8.80M |
 | MSC | 26K | $129.46K |
 | RCL | 24K | $2.23M |
 | FDX | 24K | $6.36M |
 | LULU | 21K | $8.10M |
 | WYNN | 21K | $1.94M |
 | MSFT | 20K | $6.32M |
 | AMZN | 18K | $2.29M |
 | VMC | 17K | $3.47M |
 | DPZ | 17K | $6.42M |
 | MCD | 16K | $4.22M |
 | NKE | 10K | $956.20K |
 | ACN | 6K | $1.84M |
 | RL | 5K | $580.45K |
 | CRM | 3K | $608.34K |
The RealReal, Inc.
REAL
Shares Held
280K
Value
$591.22K
American Eagle Outfitters, Inc.
AEO
Shares Held
130K
Value
$2.16M
Academy Sports and Outdoors, Inc.
ASO
Shares Held
90K
Value
$4.25M
Urban Outfitters, Inc.
URBN
Shares Held
76K
Value
$2.47M
Shake Shack Inc.
SHAK
Shares Held
50K
Value
$2.90M
The Sherwin-Williams Company
SHW
Shares Held
35K
Value
$8.80M
Studio City International Holdings Limited
MSC
Shares Held
26K
Value
$129.46K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
24K
Value
$2.23M
FedEx Corporation
FDX
Shares Held
24K
Value
$6.36M
Lululemon Athletica Inc.
LULU
Shares Held
21K
Value
$8.10M
Wynn Resorts, Limited
WYNN
Shares Held
21K
Value
$1.94M
Microsoft Corporation
MSFT
Shares Held
20K
Value
$6.32M
Amazon.com, Inc.
AMZN
Shares Held
18K
Value
$2.29M
Vulcan Materials Company
VMC
Shares Held
17K
Value
$3.47M
Domino's Pizza, Inc.
DPZ
Shares Held
17K
Value
$6.42M
McDonald's Corporation
MCD
Shares Held
16K
Value
$4.22M
NIKE, Inc.
NKE
Shares Held
10K
Value
$956.20K
Accenture plc
ACN
Shares Held
6K
Value
$1.84M
Ralph Lauren Corporation
RL
Shares Held
5K
Value
$580.45K
Salesforce, Inc.
CRM
Shares Held
3K
Value
$608.34K