Tyvor Capital LLC — Q2 2019 13F 持股

Name: Tyvor Capital LLC — 13F Holdings, Q2 2019
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001598558

申報總市值

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	USFD	US Foods Holding CORP	股票-非循環性消費	15.48%	-15.48%	EXIT
2	PVH	Pvh CORP	股票-循環性消費	6.31%	-6.31%	EXIT
3	AAL	American Airlines Group INC	股票-工業	6.17%	-6.17%	EXIT
4	WOO	Foot Locker INC	股票-其他	5.95%	-5.95%	EXIT
5	TJX	Tjx Companies INC	股票-循環性消費	5.10%	-5.10%	EXIT
6	CAKE	Cheesecake Factory Inc/the	股票-循環性消費	4.59%	-4.59%	EXIT
7	MAT	Mattel INC	股票-循環性消費	4.50%	-4.50%	EXIT
8	TGT	Target CORP	股票-循環性消費	4.28%	-4.28%	EXIT
9	QSR	Restaurant Brands Intern	股票-循環性消費	4.15%	-4.15%	EXIT
10	ANF	Abercrombie & Fitch Co-cl A	股票-循環性消費	3.92%	-3.92%	EXIT
11	CRI	Carter's INC	股票-其他	3.68%	-3.68%	EXIT
12	UAL	United Airlines Holdings INC	股票-工業	3.45%	-3.45%	EXIT
13	JACK	Jack In THE Box INC	股票-其他	3.30%	-3.30%	EXIT
14	JCPCHF	Old Copper Co INC	股票-其他	3.07%	-3.07%	EXIT
15	BJ	Bj's Wholesale Club Holdings	股票-非循環性消費	3.02%	-3.02%	EXIT
16	CPRI	Capri Holdings Limited	股票-循環性消費	2.92%	-2.92%	EXIT
17	LUV	Southwest Airlines Co	股票-工業	2.72%	-2.72%	EXIT
18	META	Meta Platforms Inc-class A	股票-通訊服務	2.34%	-2.34%	EXIT
19	MLAB	Mesa Laboratories, Inc.	股票-其他	2.28%	-2.28%	EXIT
20	BKNG	Booking Holdings INC	股票-循環性消費	2.13%	-2.13%	EXIT
21	TPR	Tapestry INC	股票-循環性消費	2.02%	-2.02%	EXIT
22	GPI	Group 1 Automotive INC	股票-循環性消費	1.86%	-1.86%	EXIT
23	JBLU	Jetblue Airways CORP	股票-工業	1.80%	-1.80%	EXIT
24	BLMN	Bloomin' Brands INC	股票-其他	1.65%	-1.65%	EXIT
25	FIVE	Five Below	股票-循環性消費	1.48%	-1.48%	EXIT
26	DDS	Dillards Inc-cl A	股票-其他	0.81%	-0.81%	EXIT
27	RL	Ralph Lauren CORP	股票-循環性消費	0.54%	-0.54%	EXIT
28	GAP	Gap Inc/the	股票-循環性消費	0.45%	-0.45%	EXIT
29	AAP	Advance Auto Parts INC	股票-循環性消費	0.02%	-0.02%	EXIT

本季持股變動

Tyvor Capital LLC 於截至 Q2 2019 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	USFD	US Foods Holding CORP	+13.6%	+13.56%	加碼
2	MAT	Mattel INC	+4.2%	+135.87%	加碼
3	BJ	Bj's Wholesale Club Holdings	+2.7%	+39.17%	加碼
4	TJX	Tjx Companies INC	+1.8%	-78.73%	減碼
5	ANF	Abercrombie & Fitch Co-cl A	+1.7%	-58.17%	減碼
6	JCPCHF	Old Copper Co INC	+1.6%	-62.49%	減碼
7	CPRI	Capri Holdings Limited	+1.4%	-64.06%	減碼
8	MLAB	Mesa Laboratories, Inc.	+1.3%	-71.20%	減碼
9	CAKE	Cheesecake Factory Inc/the	+1%	-80.50%	減碼
10	WOO	Foot Locker INC	+0.7%	-77.57%	減碼
11	PVH	Pvh CORP	+0.6%	-80.19%	減碼
12	GAP	Gap Inc/the	+0.4%	-12.36%	減碼
13	FIVE	Five Below	+0.2%	-83.95%	減碼
14	DDS	Dillards Inc-cl A	-0.3%	-88.36%	減碼
15	GPI	Group 1 Automotive INC	-1.5%	-93.95%	減碼
16	TGT	Target CORP	-1.9%	-91.16%	減碼
17	BLMN	Bloomin' Brands INC	-2.1%	-93.47%	減碼
18	JACK	Jack In THE Box INC	-2.6%	-92.31%	減碼
19	AAL	American Airlines Group INC	-4.7%	-92.35%	減碼
20	KSS	Kohls CORP	—	EXIT	清倉
21	RCL	Royal Caribbean Cruises Ltd.	—	EXIT	清倉
22	UA	Under Armour Inc-class C	—	EXIT	清倉
23	BBBYEUR	20230930-dk-butterfly-1 INC	—	EXIT	清倉
24	GME	Gamestop Corp-class A	—	EXIT	清倉
25	LBEUR	L Brands INC	—	EXIT	清倉
26	MIKUSD	Michaels Cos Inc/the	—	EXIT	清倉
27	ALGT	Allegiant Travel Co	—	EXIT	清倉
28	LAD	Lithia Motors INC	—	EXIT	清倉
29	BURL	Burlington Stores INC	—	EXIT	清倉
30	ALK	Alaska Air Group INC	—	EXIT	清倉
31	URBN	Urban Outfitters INC	—	EXIT	清倉
32	DPZ	Domino's Pizza INC	—	EXIT	清倉
33	QSR	Restaurant Brands Intern	—	NEW	新建倉
34	CRI	Carter's INC	—	NEW	新建倉
35	UAL	United Airlines Holdings INC	—	NEW	新建倉
36	LUV	Southwest Airlines Co	—	NEW	新建倉
37	META	Meta Platforms Inc-class A	—	NEW	新建倉
38	BKNG	Booking Holdings INC	—	NEW	新建倉
39	TPR	Tapestry INC	—	NEW	新建倉
40	JBLU	Jetblue Airways CORP	—	NEW	新建倉
41	JILLEUR	J. Jill INC	—	EXIT	清倉
42	RL	Ralph Lauren CORP	—	NEW	新建倉
43	AAP	Advance Auto Parts INC	—	NEW	新建倉