13F HOLDINGS REPORT
MONIMUS CAPITAL MANAGEMENT, LP
Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0001848831-25-000004
Total Value
$106.2M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PLANET FITNESS INC | PLNT | 67,745 | $6.7M | 6.31% |
| 2 | JAKKS PAC INC | JAKK | 219,858 | $6.2M | 5.83% |
| 3 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 26,721 | $6.0M | 5.68% |
| 4 | ENDEAVOR GROUP HLDGS INC | 29260Y109 | 165,405 | $5.2M | 4.88% |
| 5 | INSPIRE MED SYS INC | 457730109 | 27,504 | $5.1M | 4.80% |
| 6 | POTBELLY CORP | 73754Y100 | 520,259 | $4.9M | 4.62% |
| 7 | FIVE BELOW INC | FIVE | 39,763 | $4.2M | 3.93% |
| 8 | DRAFTKINGS INC NEW | DKNG | 102,211 | $3.8M | 3.58% |
| 9 | AMPLITUDE INC | AMPL | 344,103 | $3.6M | 3.42% |
| 10 | RISKIFIED LTD | RSKD | 724,816 | $3.4M | 3.23% |
| 11 | COMPOSECURE INC | 20459V105 | 215,826 | $3.3M | 3.12% |
| 12 | TAPESTRY INC | TPR | 49,227 | $3.2M | 3.03% |
| 13 | SPECTRUM BRANDS HLDGS INC NE | SPB | 37,557 | $3.2M | 2.99% |
| 14 | CAPRI HOLDINGS LIMITED | CPRI | 146,945 | $3.1M | 2.92% |
| 15 | DISTRIBUTION SOLUTIONS GRP I | 520776105 | 89,419 | $3.1M | 2.90% |
| 16 | HUNTINGTON INGALLS INDS INC | 446413106 | 15,371 | $2.9M | 2.74% |
| 17 | DOUGLAS DYNAMICS INC | PLOW | 101,566 | $2.4M | 2.26% |
| 18 | REPAY HLDGS CORP | RPAY | 282,675 | $2.2M | 2.03% |
| 19 | EVERQUOTE INC | EVER | 107,066 | $2.1M | 2.02% |
| 20 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 193,482 | $2.0M | 1.90% |
| 21 | BIGCOMMERCE HLDGS INC | CMRC | 316,713 | $1.9M | 1.83% |
| 22 | IAC INC | IAC | 39,378 | $1.7M | 1.60% |
| 23 | WINMARK CORP | WINA | 4,298 | $1.7M | 1.59% |
| 24 | AIRBNB INC | ABNB | 12,677 | $1.7M | 1.57% |
| 25 | ROIVANT SCIENCES LTD | ROIV | 137,058 | $1.6M | 1.53% |
| 26 | PINTEREST INC | PINS | 55,833 | $1.6M | 1.53% |
| 27 | DOLLAR TREE INC | DLTR | 21,553 | $1.6M | 1.52% |
| 28 | N-ABLE INC | NABL | 151,361 | $1.4M | 1.33% |
| 29 | BRIGHTVIEW HLDGS INC | BV | 88,387 | $1.4M | 1.33% |
| 30 | RUSH STREET INTERACTIVE INC | RSI | 91,729 | $1.3M | 1.19% |
| 31 | BRIDGEBIO PHARMA INC | BBIO | 41,077 | $1.1M | 1.06% |
| 32 | IRHYTHM TECHNOLOGIES INC | IRTC | 11,659 | $1.1M | 0.99% |
| 33 | AMERICAN EAGLE OUTFITTERS IN | AEO | 60,079 | $1.0M | 0.94% |
| 34 | YETI HLDGS INC | YETI | 25,478 | $981,158 | 0.92% |
| 35 | EL POLLO LOCO HLDGS INC | LOCO | 80,991 | $934,636 | 0.88% |
| 36 | ORION GROUP HLDGS INC | ORN | 126,817 | $929,569 | 0.88% |
| 37 | PORTILLOS INC | 73642K106 | 90,287 | $848,698 | 0.80% |
| 38 | VIKING THERAPEUTICS INC | VKTX | 21,006 | $845,281 | 0.80% |
| 39 | 2SEVENTY BIO INC | 901384107 | 263,644 | $775,113 | 0.73% |
| 40 | FRONTDOOR INC | FTDR | 12,270 | $670,801 | 0.63% |
| 41 | ASSEMBLY BIOSCIENCES INC | ASMB | 42,067 | $663,817 | 0.63% |
| 42 | LANTHEUS HLDGS INC | LNTH | 7,296 | $652,700 | 0.61% |
| 43 | AMAZON COM INC | AMZN | 2,788 | $611,659 | 0.58% |
| 44 | REVOLVE GROUP INC | RVLV | 14,962 | $501,077 | 0.47% |
| 45 | CYTOMX THERAPEUTICS INC | CTMX | 364,306 | $375,235 | 0.35% |
| 46 | CARGURUS INC | CARG | 9,903 | $361,856 | 0.34% |
| 47 | CODEXIS INC | CDXS | 71,050 | $338,908 | 0.32% |
| 48 | SPERO THERAPEUTICS INC | SPRO | 310,908 | $320,235 | 0.30% |
| 49 | 1 800 FLOWERS COM INC | FLWS | 36,403 | $297,413 | 0.28% |
| 50 | LARIMAR THERAPEUTICS INC | LRMR | 47,100 | $182,277 | 0.17% |
| 51 | OVID THERAPEUTICS INC | OVID | 138,266 | $129,099 | 0.12% |