Stormborn Capital Management, LLC 13F Holdings

CIK 0001693141 · GREENWICH, CT

As of Dec 31, 2022, Stormborn Capital Management, LLC reported 24 positions worth $263.2M in its SEC Form 13F filing.

Top 24 holdings

SecurityTickerSectorSharesValue% of portfolio
DECKERS OUTDOOR CORPDECKConsumer Cyclical66,256$26.4M10.05%
LAS VEGAS SANDS CORPLVSConsumer Cyclical444,100$21.3M8.11%
VALVOLINE INCVVVEnergy605,000 9.8M7.51%
CROCS INCCROXConsumer Cyclical170,000 8.4M7.00%
DRIVEN BRANDS HOLDINGS INCDRVNConsumer Cyclical654,555 7.9M6.79%
SOMNIGROUP INTERNATIONAL INCSGIConsumer Cyclical419,695 4.4M5.47%
FERRARI NVRACEConsumer Cyclical65,000 3.9M5.29%
PLANET FITNESS INCPLNTConsumer Cyclical175,000 3.8M5.24%
AMAZON.COM INCAMZNEquity162,500 3.7M5.19%
UNITED PARKS & RESORTS INCPRKSConsumer Cyclical200,000 0.7M4.07%
BELLRING BRANDS INCBRBRConsumer Defensive408,005 0.5M3.97%
ONESPAWORLD HOLDINGS LTDOSWConsumer Cyclical1,084,663 0.1M3.85%
ROSS STORES INCROSTConsumer Cyclical85,000$9.9M3.75%
TARGET CORPDYHConsumer Defensive65,000$9.7M3.68%
DARDEN RESTAURANTS INCDRIConsumer Cyclical65,000$9.0M3.42%
HIBBETT INCHIBBConsumer Cyclical130,000$8.9M3.37%
HILTON WORLDWIDE HOLDINGS INCHLTConsumer Cyclical70,000$8.8M3.36%
LULULEMON ATHLETICA INCLULUConsumer Cyclical25,000$8.0M3.04%
WENDY'S COWENConsumer Cyclical250,000$5.7M2.15%
META PLATFORMS INCMETACommunication Services45,000$5.4M2.06%
SOHO HOUSE & CO INCSHCOConsumer Cyclical785,251$2.9M1.12%
FLOOR & DECOR HOLDINGS INCFNDConsumer Cyclical35,000$2.4M0.93%
BRAGG GAMING GROUP INCBRAGConsumer Cyclical282,481 .1M0.42%
FARFETCH LTDFTCHFConsumer Cyclical100,000$473.0K0.18%