13F HOLDINGS REPORT
MONIMUS CAPITAL MANAGEMENT, LP
Quarter ended Q2 2025 · Filed August 15, 2025 · Accession 0001848831-25-000008
Total Value
$137.6M
Positions
54
Other Managers
0
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DOLLAR TREE INC | DLTR | 103,877 | $10.3M | 7.48% |
| 2 | POTBELLY CORP | 73754Y100 | 671,095 | $8.2M | 5.97% |
| 3 | DUOLINGO INC | DUOL | 20,000 | $8.2M | 5.96% |
| 4 | PAPA JOHNS INTL INC | 698813102 | 115,729 | $5.7M | 4.12% |
| 5 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 665,465 | $5.5M | 4.02% |
| 6 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 26,290 | $5.5M | 3.99% |
| 7 | SPECTRUM BRANDS HLDGS INC NE | SPB | 94,453 | $5.0M | 3.64% |
| 8 | RISKIFIED LTD | RSKD | 979,938 | $4.9M | 3.55% |
| 9 | PLANET FITNESS INC | PLNT | 44,195 | $4.8M | 3.50% |
| 10 | BRIGHTVIEW HLDGS INC | BV | 255,367 | $4.3M | 3.09% |
| 11 | TRIPADVISOR INC | TRIP | 315,182 | $4.1M | 2.99% |
| 12 | INSPIRE MED SYS INC | 457730109 | 26,375 | $3.4M | 2.49% |
| 13 | DOUGLAS DYNAMICS INC | PLOW | 115,157 | $3.4M | 2.47% |
| 14 | AIRBNB INC | ABNB | 24,686 | $3.3M | 2.37% |
| 15 | CME GROUP INC | CME | 11,731 | $3.2M | 2.35% |
| 16 | TAPESTRY INC | TPR | 36,768 | $3.2M | 2.35% |
| 17 | AMPLITUDE INC | AMPL | 249,939 | $3.1M | 2.25% |
| 18 | ALPHABET INC | GOOG | 16,560 | $2.9M | 2.12% |
| 19 | HUNTINGTON INGALLS INDS INC | 446413106 | 12,018 | $2.9M | 2.11% |
| 20 | DISTRIBUTION SOLUTIONS GRP I | 520776105 | 101,009 | $2.8M | 2.02% |
| 21 | JAKKS PAC INC | JAKK | 126,723 | $2.6M | 1.91% |
| 22 | FIVE BELOW INC | FIVE | 19,412 | $2.5M | 1.85% |
| 23 | KOHLS CORP | KSS | 300,000 | $2.5M | 1.85% |
| 24 | DINE BRANDS GLOBAL INC | DIN | 93,809 | $2.3M | 1.66% |
| 25 | DICKS SPORTING GOODS INC | 253393902 | 11,500 | $2.3M | 1.65% |
| 26 | FLUOR CORP NEW | FLR | 42,297 | $2.2M | 1.58% |
| 27 | BILL HOLDINGS INC | BILL | 43,949 | $2.0M | 1.48% |
| 28 | RUSH STREET INTERACTIVE INC | RSI | 130,107 | $1.9M | 1.41% |
| 29 | MATTEL INC | MAT | 83,405 | $1.6M | 1.20% |
| 30 | COMPOSECURE INC | 20459V105 | 108,164 | $1.5M | 1.11% |
| 31 | WINMARK CORP | WINA | 3,853 | $1.5M | 1.06% |
| 32 | ORION GROUP HLDGS INC | ORN | 157,910 | $1.4M | 1.04% |
| 33 | ZUMIEZ INC | ZUMZ | 104,786 | $1.4M | 1.01% |
| 34 | EL POLLO LOCO HLDGS INC | LOCO | 123,978 | $1.4M | 0.99% |
| 35 | DENNYS CORP | 24869P104 | 318,768 | $1.3M | 0.95% |
| 36 | PROTHENA CORP PLC | PRTA | 206,475 | $1.3M | 0.91% |
| 37 | LIONSGATE STUDIOS CORP | LION | 209,316 | $1.2M | 0.88% |
| 38 | KEROS THERAPEUTICS INC | KROS | 90,396 | $1.2M | 0.88% |
| 39 | ARVINAS INC | ARVN | 154,089 | $1.1M | 0.82% |
| 40 | COMFORT SYS USA INC | 199908104 | 2,015 | $1.1M | 0.79% |
| 41 | LUXEXPERIENCE BV | 55406W103 | 124,147 | $985,727 | 0.72% |
| 42 | SPERO THERAPEUTICS INC | SPRO | 310,908 | $901,633 | 0.66% |
| 43 | EUROPEAN WAX CTR INC | 29882P106 | 143,614 | $808,547 | 0.59% |
| 44 | EVERQUOTE INC | EVER | 33,306 | $805,339 | 0.59% |
| 45 | ARDELYX INC | ARDX | 202,311 | $793,059 | 0.58% |
| 46 | ASSEMBLY BIOSCIENCES INC | ASMB | 42,067 | $762,254 | 0.55% |
| 47 | VIKING THERAPEUTICS INC | VKTX | 23,532 | $623,598 | 0.45% |
| 48 | BICYCLE THERAPEUTICS PLC | BCYC | 85,224 | $592,307 | 0.43% |
| 49 | BRIDGEBIO PHARMA INC | BBIO | 13,550 | $585,089 | 0.43% |
| 50 | TECTONIC THERAPEUTIC INC | TECX | 23,894 | $474,774 | 0.35% |
| 51 | LARIMAR THERAPEUTICS INC | LRMR | 146,284 | $422,761 | 0.31% |
| 52 | QUANTUM COMPUTING INC | QUBT | 19,076 | $365,687 | 0.27% |
| 53 | CARGURUS INC | CARG | 7,811 | $261,434 | 0.19% |
| 54 | NUSCALE PWR CORP | NU | 1,810 | $71,604 | 0.05% |