MONIMUS CAPITAL MANAGEMENT, LP 13F Holdings

CIK 0001848831 · WOODBRIDGE, NJ

As of Sep 30, 2025, MONIMUS CAPITAL MANAGEMENT, LP reported 59 positions worth 62.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLOVIN CORPAPPTechnology20,000 4.4M8.86%
POTBELLY CORPPBPBConsumer Cyclical582,325$9.9M6.12%
DOLLAR TREE INCDLTRConsumer Defensive78,613$7.4M4.57%
SPECTRUM BRANDS HOLDINGS INCSPBConsumer Defensive141,210$7.4M4.57%
RISKIFIED LTDRSKDTechnology1,240,442$5.8M3.58%
REDDIT INCRDDTCommunication Services25,000$5.7M3.54%
DINE BRANDS GLOBAL INCDINConsumer Cyclical210,099$5.2M3.20%
TRIPADVISOR INCTRIPIndustrials318,234$5.2M3.19%
INTEGRAL AD SCIENCE HOLDING CORPIASCommunication Services464,110$4.7M2.91%
MADISON SQUARE GARDEN SPORTS CORPMSGSCommunication Services20,501$4.7M2.87%
KOHLS CORPKSSConsumer Cyclical300,000$4.6M2.84%
PLANET FITNESS INCPLNTConsumer Cyclical42,450$4.4M2.72%
CME GROUP INCCMEFinancial Services15,286$4.1M2.55%
BILL HOLDINGS INCBILLTechnology72,692$3.9M2.37%
LIONSGATE STUDIOS HOLDING CORPLION2Communication Services556,027$3.8M2.36%
BIO-TECHNE CORPTECHHealthcare60,742$3.4M2.08%
Douglas Dynamics,Inc.PLOW—106,674$3.3M2.06%
OKLO INCOKLOUtilities27,500$3.1M1.89%
AMPLITUDE INCAMPLTechnology286,111$3.1M1.89%
DISTRIBUTION SOLUTIONS GRP IDSGRIndustrials101,009$3.0M1.87%
THERMO FISHER SCIENTIFIC INCTMOHealthcare6,167$3.0M1.84%
FIVE BELOW INCFIVEConsumer Cyclical18,760$2.9M1.79%
DENNY'S CORPDENNConsumer Cyclical513,753$2.7M1.66%
PAPA JOHNS INTERNATIONAL INCPZZAConsumer Cyclical52,415$2.5M1.56%
PROTHENA CORP PUBLIC LTD COPRTAHealthcare258,056$2.5M1.55%