TRUE SIGNAL LP
Latest 13F filing data - Q4 2022
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPRI | 21K | $1.22B |
 | DBI | 21K | $206.91M |
 | JACK | 20K | $1.34B |
 | LEVI | 19K | $300.76M |
 | LZB | 18K | $418.34M |
 | WEN | 17K | $394.21M |
 | PVH | 17K | $1.18B |
 | FWRG | 15K | $208.34M |
 | ULTA | 14K | $6.69B |
 | FIGS | 12K | $83.96M |
 | TXRH | 12K | $1.06B |
 | CHWY | 11K | $413.70M |
 | VRA | 11K | $49.14M |
 | WING | 10K | $1.38B |
 | BROS | 9K | $255.03M |
 | VSCO | 8K | $296.37M |
 | LULU | 8K | $2.58B |
 | PZZA | 8K | $636.26M |
 | CAR | 7K | $1.23B |
 | MED | 7K | $825.33M |
Capri Holdings Limited
CPRI
Shares Held
21K
Value
$1.22B
Designer Brands Inc.
DBI
Shares Held
21K
Value
$206.91M
Jack in the Box Inc.
JACK
Shares Held
20K
Value
$1.34B
Levi Strauss & Co.
LEVI
Shares Held
19K
Value
$300.76M
La-Z-Boy Incorporated
LZB
Shares Held
18K
Value
$418.34M
The Wendy's Company
WEN
Shares Held
17K
Value
$394.21M
PVH Corp.
PVH
Shares Held
17K
Value
$1.18B
First Watch Restaurant Group, Inc.
FWRG
Shares Held
15K
Value
$208.34M
Ulta Beauty, Inc.
ULTA
Shares Held
14K
Value
$6.69B
FIGS, Inc.
FIGS
Shares Held
12K
Value
$83.96M
Texas Roadhouse, Inc.
TXRH
Shares Held
12K
Value
$1.06B
Chewy, Inc.
CHWY
Shares Held
11K
Value
$413.70M
Vera Bradley, Inc.
VRA
Shares Held
11K
Value
$49.14M
Wingstop Inc.
WING
Shares Held
10K
Value
$1.38B
Dutch Bros Inc.
BROS
Shares Held
9K
Value
$255.03M
Victoria's Secret & Co.
VSCO
Shares Held
8K
Value
$296.37M
Lululemon Athletica Inc.
LULU
Shares Held
8K
Value
$2.58B
Papa John's International, Inc.
PZZA
Shares Held
8K
Value
$636.26M
Avis Budget Group, Inc.
CAR
Shares Held
7K
Value
$1.23B
Medifast, Inc.
MED
Shares Held
7K
Value
$825.33M