13F HOLDINGS REPORT
Empirical Capital Management, LLC
Quarter ended Q1 2025 · Filed May 16, 2025 · Accession 0001642274-25-000004
Total Value
$140,805
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC-A | PLTR | 265,000 | $22,366 | 15.88% |
| 2 | ROKU INC | ROKU | 286,800 | $20,202 | 14.35% |
| 3 | AMAZON.COM INC | AMZN | 100,000 | $19,026 | 13.51% |
| 4 | WAL-MART STORES INC | WMT | 170,000 | $14,924 | 10.60% |
| 5 | TAKE-TWO INTERACTIVE SOFTWRE | TTWO | 66,500 | $13,782 | 9.79% |
| 6 | TJX COMPANIES INC | 872540109 | 100,000 | $12,180 | 8.65% |
| 7 | COSTCO WHOLESALE CORP | 22160K105 | 11,350 | $10,735 | 7.62% |
| 8 | XPO LOGISTICS INC | XPO | 73,000 | $7,853 | 5.58% |
| 9 | PINTEREST INC- CLASS A | PINS | 205,024 | $6,356 | 4.51% |
| 10 | HUNT (JB) TRANSPRT SVCS INC | 445658107 | 30,000 | $4,439 | 3.15% |
| 11 | FEDEX CORP | FDX | 16,000 | $3,900 | 2.77% |
| 12 | MARTEN TRANSPORT LTD | MRTN | 200,000 | $2,744 | 1.95% |
| 13 | DOLLAR GENERAL CORP | 256677105 | 17,300 | $1,521 | 1.08% |
| 14 | TESLA MOTORS INC | TSLA | 3,000 | $777 | 0.55% |