Investor
WORLDLY PARTNERS MANAGEMENT, LLC
CIK 0001904574 · filed 2026-05-12 · SEC filing
13F book
$118.4M
Positions
3
Largest name
57.0%
Floor & Decor Hldgs Inc
Est. mark
−$5.37M
Price effect on 3 names still held. Flow −$10.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Floor & Decor Hldgs Inc | — | 1.33M | $67.5M | 57.0% | −$11.9M | Added−$4.55M |
| Costco Whsl Corp New | — | 49.9K | $49.7M | 42.0% | $6.69M | Cut−$11M |
| Cardlytics, Inc. | CDLX | 1.16M | $1.22M | 1.0% | −$115.8K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.