13F HOLDINGS REPORT
Empirical Capital Management, LLC
Quarter ended Q4 2024 · Filed February 21, 2025 · Accession 0001642274-25-000001
Total Value
$132,629
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON.COM INC | AMZN | 100,000 | $21,939 | 16.54% |
| 2 | PALANTIR TECHNOLOGIES INC-A | PLTR | 285,000 | $21,555 | 16.25% |
| 3 | ROKU INC | ROKU | 284,500 | $21,150 | 15.95% |
| 4 | WAL-MART STORES INC | WMT | 170,000 | $15,360 | 11.58% |
| 5 | TJX COMPANIES INC | 872540109 | 100,000 | $12,081 | 9.11% |
| 6 | COSTCO WHOLESALE CORP | 22160K105 | 11,350 | $10,400 | 7.84% |
| 7 | XPO LOGISTICS INC | XPO | 56,000 | $7,344 | 5.54% |
| 8 | HUNT (JB) TRANSPRT SVCS INC | 445658107 | 40,500 | $6,912 | 5.21% |
| 9 | PINTEREST INC- CLASS A | PINS | 205,024 | $5,946 | 4.48% |
| 10 | MARTEN TRANSPORT LTD | MRTN | 300,000 | $4,683 | 3.53% |
| 11 | FEDEX CORP | FDX | 16,000 | $4,501 | 3.39% |
| 12 | DOLLAR GENERAL CORP | 256677105 | 10,000 | $758 | 0.57% |