Yarra Square Partners LP
- SEC CIK
- 0001772940
- Latest filing
- Nov 14, 2025
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 7, 2021. Long positions only.
- Positions
- 17
- No 13F data for Q4 2020
- Portfolio value
- $122.5M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WSCWillScot Holdings Corp | COM CL A | 609,287 | $16.9M | 13.8% | – | – | History |
| HOMEAt Home Group Inc. | COM | 478,100 | $13.7M | 11.2% | – | – | History |
| VACMarriott Vacations Worldwide Corp | COM | 50,410 | $8.78M | 7.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 2,831 | $8.76M | 7.1% | – | – | History |
| LBRDKLiberty Broadband Corp | COM SER C | 56,790 | $8.53M | 7.0% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 27,710 | $8.16M | 6.7% | – | – | History |
| XPOXPO, Inc. | COM | 57,100 | $7.04M | 5.7% | – | – | History |
| IAC Interactivecorp New44891N109 | COM | 31,490 | $6.81M | 5.6% | – | – | – |
| TDGTransDigm Group INC | COM | 10,301 | $6.06M | 4.9% | – | – | History |
| GENGen Digital Inc. | Stock | 262,858 | $5.59M | 4.6% | – | – | History |
| FCXFreeport-McMoran Inc | Stock | 168,000 | $5.53M | 4.5% | – | – | History |
| CPAYCorpay, Inc. | COM | 20,286 | $5.45M | 4.4% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 34,663 | $4.87M | 4.0% | – | – | History |
| NOWServiceNow, Inc. | Stock | 9,000 | $4.50M | 3.7% | – | – | History |
| CCKCrown Holdings, Inc. | COM | 42,500 | $4.12M | 3.4% | – | – | History |
| VRMVroom, Inc. | COM | 104,417 | $4.07M | 3.3% | – | – | History |
| PLTKPlaytika Holding Corp. | COM | 133,800 | $3.64M | 3.0% | – | – | History |