Tyvor Capital LLC — Q2 2017 13F Holdings

Name: Tyvor Capital LLC — 13F Holdings, Q2 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001598558

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	ORLY	O'reilly Automotive INC	Stock-Consumer Disc	8.14%	—	—
2	DLTR	Dollar Tree INC	Stock-Consumer Staples	7.84%	—	—
3	AZO	Autozone INC	Stock-Consumer Disc	7.76%	—	+5.49%
4	DG	Dollar General CORP	Stock-Consumer Staples	7.69%	—	+265.44%
5	USFD	US Foods Holding CORP	Stock-Consumer Staples	7.26%	-15.48%	EXIT
6	AN	Autonation INC	Stock-Consumer Disc	6.35%	—	—
7	ALK	Alaska Air Group INC	Stock-Industrials	6.21%	—	+17.33%
8	EA	Electronic Arts INC	Stock-Comm Services	6.07%	—	—
9	SAVEEUR	Spirit Airlines INC	Stock-Other	5.27%	—	+4.23%
10	AAL	American Airlines Group INC	Stock-Industrials	4.37%	-6.17%	EXIT
11	MUSA	Murphy USA INC	Stock-Consumer Disc	3.82%	—	-15.77%
12	DNKN	Dunkin' Brands Group INC	Stock-Other	3.72%	—	—
13	GME	Gamestop Corp-class A	Stock-Consumer Disc	3.34%	—	+134.57%
14	BLMN	Bloomin' Brands INC	Stock-Other	3.18%	-1.65%	EXIT
15	PVH	Pvh CORP	Stock-Consumer Disc	3.15%	-6.31%	EXIT
16	UAL	United Airlines Holdings INC	Stock-Industrials	2.44%	-3.45%	EXIT
17	CPA	Copa Holdings, S.A.	Stock-Other	1.97%	—	-69.37%
18	FIVE	Five Below	Stock-Consumer Disc	1.72%	-1.48%	EXIT
19	KSS	Kohls CORP	Stock-Consumer Disc	1.55%	—	—
20	NCLH	Norwegian Cruise Line Holdings Ltd.	Stock-Consumer Disc	0.84%	—	+22.64%
21	SPWH	Sportsman's Warehouse Holdin	Stock-Other	0.82%	—	-31.93%
22	TACOEUR	Del Taco Restaurants INC	Stock-Other	0.77%	—	+81.71%
23	ANF	Abercrombie & Fitch Co-cl A	Stock-Consumer Disc	0.75%	-3.92%	EXIT
24	ZUMZ	Zumiez INC	Stock-Other	0.59%	—	-48.17%
25	LULU	Lululemon Athletica INC	Stock-Consumer Disc	0.53%	—	-17.42%
26	GAP	Gap Inc/the	Stock-Consumer Disc	0.47%	-0.45%	EXIT
27	PFGC	Performance Food Group Co	Stock-Consumer Staples	0.47%	—	-77.12%
28	✓	Azul Sa-adr	Stock-Other	0.38%	—	—
29	WING	Wingstop INC	Stock-Consumer Disc	0.33%	—	-49.92%
30	BOOT	Boot Barn Holdings INC	Stock-Consumer Disc	0.32%	—	-21.01%
31	HABTEUR	Habit Restaurants Inc/the-a	Stock-Other	0.31%	—	-45.18%
32	ROST	Ross Stores INC	Stock-Consumer Disc	0.30%	—	-77.69%
33	✓	Buffalo Wild Wings INC	Stock-Other	0.25%	—	—
34	ULTA	Ulta Beauty INC	Stock-Consumer Disc	0.22%	—	—
35	CRI	Carter's INC	Stock-Other	0.14%	-3.68%	EXIT
36	UA	Under Armour Inc-class C	Stock-Consumer Disc	0.14%	—	+192.62%
37	TJX	Tjx Companies INC	Stock-Consumer Disc	0.11%	-5.10%	EXIT
38	AMZN	Amazon.com INC	Stock-Consumer Disc	0.09%	—	—
39	TIFEUR	Tiffany & Co	Stock-Other	0.09%	—	—
40	TSCO	Tractor Supply Company	Stock-Consumer Disc	0.09%	—	—
41	AXP	American Express Company	Stock-Financials	0.09%	—	+8.33%
42	LE	Lands' End INC	Stock-Other	0.06%	—	—

Holding changes this quarter

Position changes disclosed by Tyvor Capital LLC for the quarter ending Q2 2017, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DG	Dollar General CORP	+5.7%	+265.44%	Add
2	GME	Gamestop Corp-class A	+1.9%	+134.57%	Add
3	USFD	US Foods Holding CORP	+1.8%	+32.13%	Add
4	ALK	Alaska Air Group INC	+1%	+17.33%	Add
5	BLMN	Bloomin' Brands INC	+0.4%	+2.30%	Add
6	TACOEUR	Del Taco Restaurants INC	+0.4%	+81.71%	Add
7	NCLH	Norwegian Cruise Line Holdings Ltd.	+0.2%	+22.64%	Add
8	ANF	Abercrombie & Fitch Co-cl A	+0.1%	+10.38%	Add
9	CRI	Carter's INC	-0.1%	-40.62%	Trim
10	SPWH	Sportsman's Warehouse Holdin	-0.2%	-31.93%	Trim
11	BOOT	Boot Barn Holdings INC	-0.2%	-21.01%	Trim
12	WING	Wingstop INC	-0.3%	-49.92%	Trim
13	HABTEUR	Habit Restaurants Inc/the-a	-0.3%	-45.18%	Trim
14	MUSA	Murphy USA INC	-0.5%	-15.77%	Trim
15	ZUMZ	Zumiez INC	-1%	-48.17%	Trim
16	ROST	Ross Stores INC	-1.2%	-77.69%	Trim
17	AZO	Autozone INC	-1.2%	+5.49%	Add
18	PFGC	Performance Food Group Co	-1.2%	-77.12%	Trim
19	GAP	Gap Inc/the	-1.5%	-74.35%	Trim
20	FIVE	Five Below	-1.6%	-56.06%	Trim
21	UAL	United Airlines Holdings INC	-1.8%	-48.37%	Trim
22	TJX	Tjx Companies INC	-2.6%	-95.86%	Trim
23	CPA	Copa Holdings, S.A.	-4%	-69.37%	Trim
24	ORLY	O'reilly Automotive INC	—	NEW	New buy
25	DLTR	Dollar Tree INC	—	NEW	New buy
26	HD	Home Depot INC	—	EXIT	Sold out
27	BBY	Best Buy Co INC	—	EXIT	Sold out
28	AN	Autonation INC	—	NEW	New buy
29	EA	Electronic Arts INC	—	NEW	New buy
30	WOO	Foot Locker INC	—	EXIT	Sold out
31	AAL	American Airlines Group INC	—	NEW	New buy
32	DNKN	Dunkin' Brands Group INC	—	NEW	New buy
33	CAKE	Cheesecake Factory Inc/the	—	EXIT	Sold out
34	PVH	Pvh CORP	—	NEW	New buy
35	URBN	Urban Outfitters INC	—	EXIT	Sold out
36	SGI	Somnigroup International INC	—	EXIT	Sold out
37	MCD	Mcdonald's CORP	—	EXIT	Sold out
38	TPR	Tapestry, Inc.	—	EXIT	Sold out
39	LBEUR	L Brands INC	—	EXIT	Sold out
40	KSS	Kohls CORP	—	NEW	New buy
41	DKS	Dick's Sporting Goods INC	—	EXIT	Sold out
42	WHR	Whirlpool CORP	—	EXIT	Sold out
43	BIGGQ	Big Lots INC	—	EXIT	Sold out
44	✓	Azul Sa-adr	—	NEW	New buy
45	PLAY	Dave & Buster's Entertainmen	—	EXIT	Sold out
46	✓	Buffalo Wild Wings INC	—	NEW	New buy
47	✓	Zoe's Kitchen INC	—	EXIT	Sold out
48	ULTA	Ulta Beauty INC	—	NEW	New buy
49	✓	Smart & Final Stores INC	—	EXIT	Sold out
50	BURL	Burlington Stores INC	—	EXIT	Sold out