TRUE SIGNAL LP 13F Holdings

CIK 0001792422 · NEW YORK, NY

As of Dec 31, 2022, TRUE SIGNAL LP reported 74 positions worth 32.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MCDONALDS CORPMCDConsumer Cyclical30,153$7.9M5.99%
SHERWIN WILLIAMS COSHWBasic Materials31,896$7.6M5.70%
CVS HEALTH CORPCVSHealthcare78,436$7.3M5.51%
ULTA BEAUTY INCULTAConsumer Cyclical14,259$6.7M5.04%
ETSY INCETSYConsumer Cyclical48,849$5.9M4.41%
UNITED PARCEL SERVICE INCUPSIndustrials33,351$5.8M4.37%
BURLINGTON STORES INCBURLConsumer Cyclical24,965$5.1M3.81%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical5,818$4.9M3.70%
TARGET CORPDYHConsumer Defensive31,907$4.8M3.58%
TJX COMPANIES INCTJXConsumer Cyclical49,213$3.9M2.95%
DOLLAR TREE INCDLTRConsumer Defensive27,474$3.9M2.93%
APPLE INCAAPLTechnology28,180$3.7M2.76%
FOOT LOCKER INCFLConsumer Cyclical90,590$3.4M2.58%
AMAZON.COM INCAMZNEquity38,992$3.3M2.47%
WALMART INCWMTConsumer Defensive22,620$3.2M2.42%
LULULEMON ATHLETICA INCLULUConsumer Cyclical8,064$2.6M1.95%
RESTAURANT BRANDS INTERNATIONAL INCQSRConsumer Cyclical39,033$2.5M1.90%
DOORDASH INCDASHCommunication Services47,935$2.3M1.76%
AUTOZONE INCAZOConsumer Cyclical908$2.2M1.69%
YETI HOLDINGS INCYETIConsumer Cyclical51,614$2.1M1.61%
BOOT BARN HOLDINGS INCBOOTConsumer Cyclical33,892$2.1M1.60%
PAYPAL HOLDINGS INCPYPLFinancial Services28,813$2.1M1.55%
TAPESTRY INCTPRConsumer Cyclical53,308$2.0M1.53%
DILLARD'S INCDDSConsumer Cyclical5,952 .9M1.45%
GROCERY OUTLET HOLDING CORPGOConsumer Defensive65,783 .9M1.45%