TRUE SIGNAL LP
Latest 13F filing data - Q4 2022
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MCW | 37K | $338.98M |
 | RENT | 35K | $107.51M |
 | BOOT | 34K | $2.12B |
 | BLMN | 34K | $678.43M |
 | UDMY | 33K | $352.29M |
 | UPS | 33K | $5.80B |
 | LESL | 33K | $402.72M |
 | TGT | 32K | $4.76B |
 | SHW | 32K | $7.57B |
 | MCD | 30K | $7.95B |
 | PYPL | 29K | $2.05B |
 | AAPL | 28K | $3.66B |
 | SNBR | 28K | $727.78M |
 | DLTR | 27K | $3.89B |
 | CAL | 27K | $591.13M |
 | EAT | 25K | $804.74M |
 | BURL | 25K | $5.06B |
 | MTCH | 23K | $971.28M |
 | WMT | 23K | $3.21B |
 | BBY | 21K | $1.72B |
Mister Car Wash, Inc.
MCW
Shares Held
37K
Value
$338.98M
Rent the Runway, Inc.
RENT
Shares Held
35K
Value
$107.51M
Boot Barn Holdings, Inc.
BOOT
Shares Held
34K
Value
$2.12B
Bloomin' Brands, Inc.
BLMN
Shares Held
34K
Value
$678.43M
Udemy, Inc.
UDMY
Shares Held
33K
Value
$352.29M
United Parcel Service, Inc.
UPS
Shares Held
33K
Value
$5.80B
Leslie's, Inc.
LESL
Shares Held
33K
Value
$402.72M
Target Corporation
TGT
Shares Held
32K
Value
$4.76B
The Sherwin-Williams Company
SHW
Shares Held
32K
Value
$7.57B
McDonald's Corporation
MCD
Shares Held
30K
Value
$7.95B
PayPal Holdings, Inc.
PYPL
Shares Held
29K
Value
$2.05B
Apple Inc.
AAPL
Shares Held
28K
Value
$3.66B
Sleep Number Corporation
SNBR
Shares Held
28K
Value
$727.78M
Dollar Tree, Inc.
DLTR
Shares Held
27K
Value
$3.89B
Caleres, Inc.
CAL
Shares Held
27K
Value
$591.13M
Brinker International, Inc.
EAT
Shares Held
25K
Value
$804.74M
Burlington Stores, Inc.
BURL
Shares Held
25K
Value
$5.06B
Match Group, Inc.
MTCH
Shares Held
23K
Value
$971.28M
Walmart Inc.
WMT
Shares Held
23K
Value
$3.21B
Best Buy Co., Inc.
BBY
Shares Held
21K
Value
$1.72B