Fund 1 Investments, LLC 13F Holdings

CIK 0001959730 · RINCON, PR

As of Sep 30, 2025, Fund 1 Investments, LLC reported 54 positions worth $900.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
JUMIA TECHNOLOGIES AGJMIAConsumer Cyclical9,590,253 11.3M12.37%
ENVIRI CORPNVRIIndustrials8,028,877 01.9M11.32%
CITI TRENDS INCCTRNConsumer Cyclical2,573,486$79.9M8.87%
TILE SHOP HLDGS INCTTSHConsumer Cyclical12,859,012$77.8M8.64%
MICRON TECHNOLOGY INCMUTechnology304,690$51.0M5.66%
1 800 FLOWERS COM INCFLWSConsumer Cyclical9,527,250$43.8M4.87%
REDDIT INCRDDTCommunication Services178,744$41.1M4.57%
ADVANCED MICRO DEVICES INCAMDEquity224,749$36.4M4.04%
BATH & BODY WORKS INCBBWIConsumer Cyclical1,227,622$31.6M3.51%
STITCH FIX INCSFIXConsumer Cyclical6,409,513$27.9M3.10%
GENESCO INCGCOConsumer Cyclical953,197$27.6M3.07%
TAPESTRY INCTPRConsumer Cyclical178,950$20.3M2.25%
FUNKO INCFNKOConsumer Cyclical5,413,887 8.6M2.07%
TORRID HOLDINGS INCCURVConsumer Cyclical9,814,856 7.2M1.91%
TILLYS INCTLYSConsumer Cyclical8,174,879 6.8M1.87%
CROCS INCCROXConsumer Cyclical199,230 6.6M1.85%
CELSIUS HOLDINGS INCCELHConsumer Defensive248,853 4.3M1.59%
DIGITALOCEAN HOLDINGS INCDOCNTechnology380,890 3.0M1.45%
RHRHConsumer Cyclical59,500 2.1M1.34%
ARRIVENT BIOPHARMA INCAVBPHealthcare619,851 1.4M1.27%
NATIONAL VISION HOLDINGS INCEYEConsumer Cyclical358,800 0.5M1.16%
J JILL INCJILLConsumer Cyclical560,104$9.6M1.07%
PAR TECHNOLOGY CORPPARTechnology206,985$8.2M0.91%
PG&E CORPPCGUtilities539,000$8.1M0.90%
DAVE & BUSTER'S ENTERTAINMENT INCPLAYCommunication Services429,000$7.8M0.87%