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Fund 1 Investments, LLC

All holdings · as of Dec 31, 2025

49 positions

CompanyClassValue ↑Shares% of portfolio
PAPA JOHNS INTERNATIONAL INC—$407.3K10,5810.1%
WW INTERNATIONAL, INC.—$485.0K16,6000.1%
BJ's Restaurants Inc—$525.5K13,3370.1%
Groupon Inc—$616.4K35,0000.1%
BBB FOODS INC—$991.5K29,6950.1%
OLAPLEX HLDGS INC—$1.02M763,3280.1%
Primo Brands Corp—$1.06M65,0000.2%
Latham Group, Inc.SWIMCommon Stock$1.11M175,1620.2%
Coupang, Inc.—$1.30M55,0000.2%
Sweetgreen, Inc.—$1.35M200,0000.2%
Chipotle Mexican Grill Inc—$1.48M40,0000.2%
SPDR S&P 500 ETF TR—$1.55M2,2670.2%
Canada Goose Holdings Inc.—$1.77M136,4160.3%
SIGNET JEWELERS LTD—$2.07M25,0000.3%
Fossil Group, Inc.—$2.41M642,0430.3%
CALERES INC—$2.61M214,8110.4%
Baidu, Inc.BIDUADR$2.79M21,3270.4%
Bloomin' Brands, Inc.—$3.23M524,1400.5%
Burlington Stores, Inc.—$3.44M11,9000.5%
LEGGETT & PLATT INC—$4.89M444,5960.7%
Alibaba Group Holding LtdBABAADR$5.17M35,3000.7%
DESTINATION XL GROUP, INC.DXLGCommon Stock$5.29M5,758,2610.8%
Wingstop Inc.—$5.96M25,0000.9%
Texas Roadhouse, Inc.—$6.44M38,8000.9%
Bath & Body Works, Inc.—$6.76M336,4271.0%
Talen Energy Corp—$6.93M18,5001.0%
Dave & Buster's Entertainment, Inc.—$7.36M453,9091.1%
J.Jill, Inc.JILLCommon Stock$7.39M538,5991.1%
PAR TECHNOLOGY CORP—$7.51M206,9851.1%
Stitch Fix, Inc.—$7.57M1,441,8921.1%
El Pollo Loco Holdings, Inc.LOCOCommon Stock$7.79M745,1401.1%
Torrid Holdings Inc.CURVCommon Stock$9.69M9,904,8561.4%
Sea Ltd—$10.08M79,0001.5%
V. F. CORPORATION—$10.47M578,8181.5%
ARRIVENT BIOPHARMA INCAVBPCommon Stock$11.38M565,8511.6%
MICRON TECHNOLOGY INC—$12.56M44,0001.8%
Tapestry Inc—$13.63M106,6622.0%
TILLY'S, INC.—$16.04M8,058,2682.3%
Funko, Inc.FNKOCommon Stock$17.85M5,248,7092.6%
DigitalOcean Holdings, Inc.—$18.01M374,3492.6%
ADVANCED MICRO DEVICES INC—$18.67M87,1852.7%
Amazon.com Inc—$20.09M87,0202.9%
1-800-Flowers.com Inc—$21.06M5,359,4373.0%
GENESCO INC—$24.43M986,2413.5%
Reddit, Inc.—$30.38M132,1814.4%
Celsius Holdings, Inc.—$53.87M1,177,7207.8%
ENVIRI Corp—$76.96M4,294,59611.1%
Citi Trends Inc—$106.95M2,573,48615.5%
Jumia Technologies AGJMIAADR$109.35M8,755,29815.8%
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