EMERSON POINT CAPITAL LP
Latest 13F filing data - Q4 2022
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PLNT | 127K | $10.01M |
 | RACE | 115K | $24.61M |
 | LW | 102K | $9.14M |
 | DG | 88K | $21.70M |
 | ETSY | 48K | $5.69M |
 | LYV | 45K | $3.16M |
 | GO | 24K | $701.73K |
 | WMT | 22K | $3.11M |
 | YUM | 11K | $1.39M |
 | DPZ | 10K | $3.49M |
 | NOW | 7K | $2.81M |
 | NFLX | 5K | $1.43M |
 | CMG | 4K | $5.17M |
Planet Fitness, Inc.
PLNT
Shares Held
127K
Value
$10.01M
Ferrari N.V.
RACE
Shares Held
115K
Value
$24.61M
Lamb Weston Holdings, Inc.
LW
Shares Held
102K
Value
$9.14M
Dollar General Corporation
DG
Shares Held
88K
Value
$21.70M
Etsy, Inc.
ETSY
Shares Held
48K
Value
$5.69M
Live Nation Entertainment, Inc.
LYV
Shares Held
45K
Value
$3.16M
Grocery Outlet Holding Corp.
GO
Shares Held
24K
Value
$701.73K
Walmart Inc.
WMT
Shares Held
22K
Value
$3.11M
Yum! Brands, Inc.
YUM
Shares Held
11K
Value
$1.39M
Domino's Pizza, Inc.
DPZ
Shares Held
10K
Value
$3.49M
ServiceNow, Inc.
NOW
Shares Held
7K
Value
$2.81M
Netflix, Inc.
NFLX
Shares Held
5K
Value
$1.43M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
4K
Value
$5.17M