Tyvor Capital LLC — Q1 2019 13F Holdings

Name: Tyvor Capital LLC — 13F Holdings, Q1 2019
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	AAL	American Airlines Group INC	Stock-Industrials	10.85%	-6.17%	EXIT
2	KSS	Kohls CORP	Stock-Consumer Disc	9.00%	—	+497.33%
3	TGT	Target CORP	Stock-Consumer Disc	6.19%	-4.28%	EXIT
4	JACK	Jack In THE Box INC	Stock-Other	5.91%	-3.30%	EXIT
5	PVH	Pvh CORP	Stock-Consumer Disc	5.67%	-6.31%	EXIT
6	WOO	Foot Locker INC	Stock-Other	5.30%	-5.95%	EXIT
7	RCL	Royal Caribbean Cruises Ltd.	Stock-Consumer Disc	4.52%	—	+34.16%
8	UA	Under Armour Inc-class C	Stock-Consumer Disc	4.41%	—	+351.85%
9	BLMN	Bloomin' Brands INC	Stock-Other	3.77%	-1.65%	EXIT
10	CAKE	Cheesecake Factory Inc/the	Stock-Consumer Disc	3.64%	-4.59%	EXIT
11	BBBYEUR	20230930-dk-butterfly-1 INC	Stock-Other	3.59%	—	—
12	GPI	Group 1 Automotive INC	Stock-Consumer Disc	3.35%	-1.86%	EXIT
13	TJX	Tjx Companies INC	Stock-Consumer Disc	3.33%	-5.10%	EXIT
14	GME	Gamestop Corp-class A	Stock-Consumer Disc	3.25%	—	+52.19%
15	LBEUR	L Brands INC	Stock-Other	3.17%	—	-2.31%
16	MIKUSD	Michaels Cos Inc/the	Stock-Other	3.12%	—	+675.50%
17	ALGT	Allegiant Travel Co	Stock-Other	3.06%	—	+187.48%
18	LAD	Lithia Motors INC	Stock-Consumer Disc	2.23%	—	+151.06%
19	ANF	Abercrombie & Fitch Co-cl A	Stock-Consumer Disc	2.22%	-3.92%	EXIT
20	USFD	US Foods Holding CORP	Stock-Consumer Staples	1.84%	-15.48%	EXIT
21	BURL	Burlington Stores INC	Stock-Consumer Disc	1.57%	—	—
22	CPRI	Capri Holdings Limited	Stock-Consumer Disc	1.48%	-2.92%	EXIT
23	JCPCHF	Old Copper Co INC	Stock-Other	1.48%	-3.07%	EXIT
24	FIVE	Five Below	Stock-Consumer Disc	1.32%	-1.48%	EXIT
25	ALK	Alaska Air Group INC	Stock-Industrials	1.26%	—	-40.13%
26	DDS	Dillards Inc-cl A	Stock-Other	1.11%	-0.81%	EXIT
27	MLAB	Mesa Laboratories, Inc.	Stock-Other	1.00%	-2.28%	EXIT
28	URBN	Urban Outfitters INC	Stock-Consumer Disc	0.87%	—	—
29	DPZ	Domino's Pizza INC	Stock-Consumer Disc	0.64%	—	—
30	BJ	Bj's Wholesale Club Holdings	Stock-Consumer Staples	0.31%	-3.02%	EXIT
31	MAT	Mattel INC	Stock-Consumer Disc	0.31%	-4.50%	EXIT
32	JILLEUR	J. Jill INC	Stock-Other	0.11%	—	—
33	GAP	Gap Inc/the	Stock-Consumer Disc	0.10%	-0.45%	EXIT

Holding changes this quarter

Position changes disclosed by Tyvor Capital LLC for the quarter ending Q1 2019, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	KSS	Kohls CORP	+5.8%	+497.33%	Add
2	JACK	Jack In THE Box INC	+3.9%	+519.92%	Add
3	AAL	American Airlines Group INC	+3.3%	+222.71%	Add
4	WOO	Foot Locker INC	+3.1%	+373.94%	Add
5	BLMN	Bloomin' Brands INC	+2.9%	+778.24%	Add
6	UA	Under Armour Inc-class C	+2.5%	+351.85%	Add
7	MIKUSD	Michaels Cos Inc/the	+2.1%	+675.50%	Add
8	GPI	Group 1 Automotive INC	+1.8%	+282.64%	Add
9	ALGT	Allegiant Travel Co	+1.2%	+187.48%	Add
10	JCPCHF	Old Copper Co INC	+1.2%	+742.49%	Add
11	FIVE	Five Below	+0.9%	+421.00%	Add
12	LAD	Lithia Motors INC	+0.6%	+151.06%	Add
13	USFD	US Foods Holding CORP	+0.2%	+123.80%	Add
14	ANF	Abercrombie & Fitch Co-cl A	-0.1%	+53.97%	Add
15	DDS	Dillards Inc-cl A	-0.5%	+27.42%	Add
16	MLAB	Mesa Laboratories, Inc.	-0.9%	+7.78%	Add
17	RCL	Royal Caribbean Cruises Ltd.	-1.9%	+34.16%	Add
18	GME	Gamestop Corp-class A	-2.7%	+52.19%	Add
19	LBEUR	L Brands INC	-3.6%	-2.31%	Trim
20	ALK	Alaska Air Group INC	-3.9%	-40.13%	Trim
21	GAP	Gap Inc/the	-4.3%	-94.86%	Trim
22	TJX	Tjx Companies INC	-8.4%	-46.76%	Trim
23	TGT	Target CORP	—	NEW	New buy
24	PVH	Pvh CORP	—	NEW	New buy
25	CAKE	Cheesecake Factory Inc/the	—	NEW	New buy
26	BBBYEUR	20230930-dk-butterfly-1 INC	—	NEW	New buy
27	EA	Electronic Arts INC	—	EXIT	Sold out
28	✓		—	EXIT	Sold out
29	UAL	United Airlines Holdings INC	—	EXIT	Sold out
30	BBY	Best Buy Co INC	—	EXIT	Sold out
31	BURL	Burlington Stores INC	—	NEW	New buy
32	CPRI	Capri Holdings Limited	—	NEW	New buy
33	SAVEEUR	Spirit Airlines INC	—	EXIT	Sold out
34	URBN	Urban Outfitters INC	—	NEW	New buy
35	BIGGQ	Big Lots INC	—	EXIT	Sold out
36	DPZ	Domino's Pizza INC	—	NEW	New buy
37	MUSA	Murphy USA INC	—	EXIT	Sold out
38	DIN	Dine Brands Global INC	—	EXIT	Sold out
39	✓	Azul Sa-adr	—	EXIT	Sold out
40	BJ	Bj's Wholesale Club Holdings	—	NEW	New buy
41	MAT	Mattel INC	—	NEW	New buy
42	JILLEUR	J. Jill INC	—	NEW	New buy