13F HOLDINGS REPORT
Fund 1 Investments, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000929638-25-004301
Total Value
$900.0M
Positions
58
Other Managers
2
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ENVIRI CORP | NVRI | 7,528,877 | $95.5M | 10.62% |
| 2 | CITI TRENDS INC | CTRN | 2,573,486 | $79.9M | 8.87% |
| 3 | TILE SHOP HLDGS INC | TTSH | 12,859,012 | $77.8M | 8.64% |
| 4 | JUMIA TECHNOLOGIES AG | JMIA | 6,590,253 | $76.5M | 8.50% |
| 5 | 1 800 FLOWERS COM INC | FLWS | 9,527,250 | $43.8M | 4.87% |
| 6 | REDDIT INC | RDDT | 178,744 | $41.1M | 4.57% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 224,749 | $36.4M | 4.04% |
| 8 | JUMIA TECHNOLOGIES AG | JMIA | 3,000,000 | $34.8M | 3.87% |
| 9 | MICRON TECHNOLOGY INC | MU | 200,000 | $33.5M | 3.72% |
| 10 | BATH & BODY WORKS INC | BBWI | 1,227,622 | $31.6M | 3.51% |
| 11 | STITCH FIX INC | SFIX | 6,409,513 | $27.9M | 3.10% |
| 12 | GENESCO INC | GCO | 953,197 | $27.6M | 3.07% |
| 13 | TAPESTRY INC | TPR | 178,950 | $20.3M | 2.25% |
| 14 | FUNKO INC | FNKO | 5,413,887 | $18.6M | 2.07% |
| 15 | MICRON TECHNOLOGY INC | MU | 104,690 | $17.5M | 1.95% |
| 16 | TORRID HLDGS INC | CURV | 9,814,856 | $17.2M | 1.91% |
| 17 | TILLYS INC | 886885102 | 8,174,879 | $16.8M | 1.87% |
| 18 | CROCS INC | CROX | 199,230 | $16.6M | 1.85% |
| 19 | CELSIUS HLDGS INC | CELH | 248,853 | $14.3M | 1.59% |
| 20 | DIGITALOCEAN HLDGS INC | DOCN | 380,890 | $13.0M | 1.45% |
| 21 | RH | RH | 59,500 | $12.1M | 1.34% |
| 22 | ARRIVENT BIOPHARMA INC | AVBP | 619,851 | $11.4M | 1.27% |
| 23 | J JILL INC | JILL | 560,104 | $9.6M | 1.07% |
| 24 | PAR TECHNOLOGY CORP | PAR | 206,985 | $8.2M | 0.91% |
| 25 | PG&E CORP | PCG-PX | 539,000 | $8.1M | 0.90% |
| 26 | DAVE & BUSTERS ENTMT INC | 238337109 | 429,000 | $7.8M | 0.87% |
| 27 | DESTINATION XL GROUP INC | DXLG | 5,758,261 | $7.5M | 0.84% |
| 28 | NATIONAL VISION HLDGS INC | EYE | 248,800 | $7.3M | 0.81% |
| 29 | AMAZON COM INC | AMZN | 32,500 | $7.1M | 0.79% |
| 30 | ENVIRI CORP | NVRI | 500,000 | $6.3M | 0.71% |
| 31 | BAIDU INC | BAIDF | 47,473 | $6.3M | 0.70% |
| 32 | SUPER GROUP SGHC LIMITED | SGHC | 469,549 | $6.2M | 0.69% |
| 33 | UP FINTECH HLDG LTD | TIGR | 527,911 | $5.6M | 0.63% |
| 34 | VERA BRADLEY INC | VRA | 2,783,155 | $5.6M | 0.62% |
| 35 | MCDONALDS CORP | MCD | 16,700 | $5.1M | 0.56% |
| 36 | BJS RESTAURANTS INC | BJRI | 143,151 | $4.4M | 0.49% |
| 37 | TURNING PT BRANDS INC | 90041L105 | 39,400 | $3.9M | 0.43% |
| 38 | GAP INC | GAP | 155,000 | $3.3M | 0.37% |
| 39 | ROCKET COS INC | 77311W101 | 170,000 | $3.3M | 0.37% |
| 40 | NATIONAL VISION HLDGS INC | EYE | 110,000 | $3.2M | 0.36% |
| 41 | ALIBABA GROUP HLDG LTD | BBAAY | 16,900 | $3.0M | 0.34% |
| 42 | MONRO INC | MNRO | 140,000 | $2.5M | 0.28% |
| 43 | EL POLLO LOCO HLDGS INC | LOCO | 253,956 | $2.5M | 0.27% |
| 44 | SIGNET JEWELERS LIMITED | SIG | 23,991 | $2.3M | 0.26% |
| 45 | CANADA GOOSE HLDGS INC | GOOS | 140,000 | $1.9M | 0.21% |
| 46 | LATHAM GROUP INC | SWIM | 250,824 | $1.9M | 0.21% |
| 47 | LATAM AIRLINES GROUP SA | LTM | 35,000 | $1.6M | 0.18% |
| 48 | NIKE INC | NKE | 21,847 | $1.5M | 0.17% |
| 49 | V F CORP | VFC | 80,000 | $1.2M | 0.13% |
| 50 | BLOOMIN BRANDS INC | BLMN | 151,400 | $1.1M | 0.12% |
| 51 | ST JOE CO | JOE | 21,649 | $1.1M | 0.12% |
| 52 | ATI INC | ATI | 12,813 | $1.0M | 0.12% |
| 53 | MIRION TECHNOLOGIES INC | MIR | 43,900 | $1.0M | 0.11% |
| 54 | SILICON MOTION TECHNOLOGY CO | SIMO | 10,721 | $1.0M | 0.11% |
| 55 | PAPA JOHNS INTL INC | 698813102 | 20,581 | $990,975 | 0.11% |
| 56 | TARGET CORP | TGT | 10,000 | $897,000 | 0.10% |
| 57 | PAYPAL HLDGS INC | PYPL | 10,000 | $670,600 | 0.07% |
| 58 | FOSSIL GROUP INC | FOSL | 228,694 | $587,744 | 0.07% |