Stock Taper 
NORTH FOURTH ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2023
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The RealReal, Inc. | REAL | 280.2K | $591.22K |
 American Eagle Outfitters, Inc. | AEO | 130.17K | $2.16M |
 Academy Sports and Outdoors, Inc. | ASO | 89.98K | $4.25M |
 Urban Outfitters, Inc. | URBN | 75.71K | $2.47M |
 Shake Shack Inc. | SHAK | 49.97K | $2.9M |
 The Sherwin-Williams Company | SHW | 34.5K | $8.8M |
 Studio City International Holdings Limited | MSC | 25.74K | $129.46K |
 Royal Caribbean Cruises Ltd. | RCL | 24.2K | $2.23M |
 FedEx Corporation | FDX | 24K | $6.36M |
 Lululemon Athletica Inc. | LULU | 21K | $8.1M |
 Wynn Resorts, Limited | WYNN | 21K | $1.94M |
 Microsoft Corporation | MSFT | 20K | $6.32M |
 Amazon.com, Inc. | AMZN | 18K | $2.29M |
 Vulcan Materials Company | VMC | 17.2K | $3.47M |
 Domino's Pizza, Inc. | DPZ | 16.95K | $6.42M |
 McDonald's Corporation | MCD | 16K | $4.22M |
 NIKE, Inc. | NKE | 10K | $956.2K |
 Accenture plc | ACN | 6K | $1.84M |
 Ralph Lauren Corporation | RL | 5K | $580.45K |
 Salesforce, Inc. | CRM | 3K | $608.34K |