MIK CAPITAL, LP
Latest 13F filing data - Q3 2021
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COTY | 493K | $3.88M |
 | M | 448K | $10.14M |
 | HWM | 420K | $13.10M |
 | URBN | 295K | $8.76M |
 | PFGC | 278K | $12.92M |
 | TNL | 275K | $15.01M |
 | REAL | 200K | $2.64M |
 | SCI | 164K | $9.91M |
 | KTB | 157K | $7.85M |
 | HUN | 112K | $3.30M |
 | TJX | 111K | $7.34M |
 | OPEN | 94K | $1.94M |
 | SIG | 92K | $7.29M |
 | PWR | 87K | $9.85M |
 | SPB | 85K | $8.10M |
 | CNI | 78K | $9.03M |
 | GLPI | 71K | $3.30M |
 | VNO | 69K | $2.89M |
 | CRM | 68K | $18.35M |
 | EXPE | 60K | $9.91M |
Coty Inc.
COTY
Shares Held
493K
Value
$3.88M
Macy's, Inc.
M
Shares Held
448K
Value
$10.14M
Howmet Aerospace Inc.
HWM
Shares Held
420K
Value
$13.10M
Urban Outfitters, Inc.
URBN
Shares Held
295K
Value
$8.76M
Performance Food Group Company
PFGC
Shares Held
278K
Value
$12.92M
Travel + Leisure Co.
TNL
Shares Held
275K
Value
$15.01M
The RealReal, Inc.
REAL
Shares Held
200K
Value
$2.64M
Service Corporation International
SCI
Shares Held
164K
Value
$9.91M
Kontoor Brands, Inc.
KTB
Shares Held
157K
Value
$7.85M
Huntsman Corporation
HUN
Shares Held
112K
Value
$3.30M
The TJX Companies, Inc.
TJX
Shares Held
111K
Value
$7.34M
Opendoor Technologies Inc.
OPEN
Shares Held
94K
Value
$1.94M
Signet Jewelers Limited
SIG
Shares Held
92K
Value
$7.29M
Quanta Services, Inc.
PWR
Shares Held
87K
Value
$9.85M
Spectrum Brands Holdings, Inc.
SPB
Shares Held
85K
Value
$8.10M
Canadian National Railway Company
CNI
Shares Held
78K
Value
$9.03M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
71K
Value
$3.30M
Vornado Realty Trust
VNO
Shares Held
69K
Value
$2.89M
Salesforce, Inc.
CRM
Shares Held
68K
Value
$18.35M
Expedia Group, Inc.
EXPE
Shares Held
60K
Value
$9.91M