StockDriftsStockDriftsTop 24 Stormborn Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DECK | DECKERS OUTDOOR CORP | 10.05% | 66.3K | $26.4M | -4.33%(-3.00K) | — | 2022-12-31 | |
| LVS | LAS VEGAS SANDS CORP | 8.11% | 444.1K | $21.3M | +122.05%(+244.10K) | — | 2022-12-31 | |
| VVV | VALVOLINE INC | 7.51% | 605.0K | $19.8M | +7.08%(+40.00K) | — | 2022-12-31 | |
| CROX | CROCS INC | 7% | 170.0K | $18.4M | new | — | 2022-12-31 | |
| DRVN | DRIVEN BRANDS HLDGS INC | 6.79% | 654.6K | $17.9M | +18.03%(+100.00K) | — | 2022-12-31 | |
| SGI | TEMPUR SEALY INTL INC | 5.47% | 419.7K | $14.4M | +29.14%(+94.69K) | — | 2022-12-31 | |
| RACE | FERRARI N V | 5.29% | 65.0K | $13.9M | -13.33%(-10.00K) | — | 2022-12-31 | |
| PLNT | PLANET FITNESS INC | 5.24% | 175.0K | $13.8M | +2.94%(+5.00K) | — | 2022-12-31 | |
| AMZN | AMAZON COM INC | 5.19% | 162.5K | $13.7M | -13.33%(-25.00K) | — | 2022-12-31 | |
| PRKS | SEAWORLD ENTMT INC | 4.07% | 200.0K | $10.7M | -2.44%(-5.00K) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Stormborn Capital Management, Llc reports $263.20M in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are DECK (10.1%), LVS (8.1%) and VVV (7.5%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stormborn Capital Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1693141). View Stormborn Capital Management, Llc’s 13F filings on SEC