True Signal LP
- SEC CIK
- 0001792422
- Latest filing
- Jan 26, 2023
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 26, 2023. Long positions only.
- Positions
- 74
- No filing for Q3 2022
- Portfolio value
- $132.7M
- No filing for Q3 2022
True Signal LP did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MCDMcDonalds Corp | Stock | 30,153 | $7.95M | 6.0% | – | – | History |
| SHWSherwin Williams Co | COM | 31,896 | $7.57M | 5.7% | – | – | History |
| CVSCVS Health Corp | Stock | 78,436 | $7.31M | 5.5% | – | – | History |
| ULTAUlta Beauty, Inc. | Stock | 14,259 | $6.69M | 5.0% | – | – | History |
| ETSYEtsy Inc | COM | 48,849 | $5.85M | 4.4% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 33,351 | $5.80M | 4.4% | – | – | History |
| BURLBurlington Stores, Inc. | COM | 24,965 | $5.06M | 3.8% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 5,818 | $4.91M | 3.7% | – | – | History |
| TGTTarget Corp | Stock | 31,907 | $4.76M | 3.6% | – | – | History |
| TJXTJX Companies Inc | Stock | 49,213 | $3.92M | 3.0% | – | – | History |
| DLTRDollar Tree, Inc. | COM | 27,474 | $3.89M | 2.9% | – | – | History |
| AAPLApple Inc. | Stock | 28,180 | $3.66M | 2.8% | – | – | History |
| FLFoot Locker, Inc. | COM | 90,590 | $3.42M | 2.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 38,992 | $3.28M | 2.5% | – | – | History |
| WMTWalmart Inc. | Stock | 22,620 | $3.21M | 2.4% | – | – | History |
| LULUlululemon athletica inc. | Stock | 8,064 | $2.58M | 1.9% | – | – | History |
| QSRRestaurant Brands International Inc. | COM | 39,033 | $2.52M | 1.9% | – | – | History |
| DASHDoorDash, Inc. | Stock | 47,935 | $2.34M | 1.8% | – | – | History |
| AZOAutoZone Inc | COM | 908 | $2.24M | 1.7% | – | – | History |
| YETIYETI Holdings, Inc. | COM | 51,614 | $2.13M | 1.6% | – | – | History |
| BOOTBoot Barn Holdings, Inc. | COM | 33,892 | $2.12M | 1.6% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 28,813 | $2.05M | 1.5% | – | – | History |
| TPRTapestry, Inc. | COM | 53,308 | $2.03M | 1.5% | – | – | History |
| DDSDillard's, Inc. | CL A | 5,952 | $1.92M | 1.4% | – | – | History |
| GOGrocery Outlet Holding Corp. | COM | 65,783 | $1.92M | 1.4% | – | – | History |
| SHAKShake Shack Inc. | CL A | 44,850 | $1.86M | 1.4% | – | – | History |
| CHGGChegg, Inc | COM | 72,583 | $1.83M | 1.4% | – | – | History |
| BBYBest Buy Co Inc | Stock | 21,448 | $1.72M | 1.3% | – | – | History |
| UALUnited Airlines Holdings, Inc. | COM | 41,738 | $1.57M | 1.2% | – | – | History |
| UAAUnder Armour, Inc. | Stock | 147,032 | $1.49M | 1.1% | – | – | History |
| WINGWingstop Inc. | COM | 10,023 | $1.38M | 1.0% | – | – | History |
| JACKJack in the Box Inc | COM | 19,666 | $1.34M | 1.0% | – | – | History |
| CARAvis Budget Group, Inc. | COM | 7,486 | $1.23M | 0.9% | – | – | History |
| CPRICapri Holdings Ltd | SHS | 21,201 | $1.22M | 0.9% | – | – | History |
| SKXSkechers USA Inc | CL A | 28,331 | $1.19M | 0.9% | – | – | History |
| PVHPVH Corp. | COM | 16,727 | $1.18M | 0.9% | – | – | History |
| BMBLBumble Inc. | COM CL A | 53,080 | $1.12M | 0.8% | – | – | History |
| TXRHTexas Roadhouse, Inc. | COM | 11,622 | $1.06M | 0.8% | – | – | History |
| SBHSally Beauty Holdings, Inc. | COM | 82,365 | $1.03M | 0.8% | – | – | History |
| MTCHMatch Group, Inc. | COM | 23,410 | $971.3K | 0.7% | – | – | History |
| MEDMedifast Inc | COM | 7,155 | $825.3K | 0.6% | – | – | History |
| EATBrinker International, Inc | Stock | 25,219 | $804.7K | 0.6% | – | – | History |
| TSCOTractor Supply Co | COM | 3,287 | $739.5K | 0.6% | – | – | History |
| SNBRQSleep Number Corp | COM | 28,013 | $727.8K | 0.5% | – | – | History |
| DNUTKrispy Kreme, Inc. | COM | 66,145 | $682.6K | 0.5% | – | – | History |
| BLMNBloomin' Brands, Inc. | COM | 33,719 | $678.4K | 0.5% | – | – | History |
| OXMOxford Industries Inc | COM | 6,829 | $636.3K | 0.5% | – | – | History |
| PZZAPapa Johns International Inc | Stock | 7,730 | $636.3K | 0.5% | – | – | History |
| LYFTLyft, Inc. | CL A COM | 57,315 | $631.6K | 0.5% | – | – | History |
| CALCaleres Inc | COM | 26,532 | $591.1K | 0.4% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,100 | $420.7K | 0.3% | – | – | History |
| LZBLa-Z-Boy Inc | COM | 18,332 | $418.3K | 0.3% | – | – | History |
| CHWYChewy, Inc. | CL A | 11,157 | $413.7K | 0.3% | – | – | History |
| LESLLeslie's, Inc. | COM | 32,983 | $402.7K | 0.3% | – | – | History |
| WENWendy's Co | Stock | 17,420 | $394.2K | 0.3% | – | – | History |
| UDMYUdemy, Inc. | COM | 33,392 | $352.3K | 0.3% | – | – | History |
| MCWMister Car Wash, Inc. | COM | 36,726 | $339.0K | 0.3% | – | – | History |
| RUTHRuths Hospitality Group, Inc. | COM | 21,667 | $335.4K | 0.3% | – | – | History |
| KRUSKura Sushi USA, Inc. | CL A COM | 6,612 | $315.3K | 0.2% | – | – | History |
| HBIHanesbrands Inc. | COM | 47,656 | $303.1K | 0.2% | – | – | History |
| LEVILevi Strauss & Co | CL A COM STK | 19,379 | $300.8K | 0.2% | – | – | History |
| COLMColumbia Sportswear Co | COM | 3,432 | $300.6K | 0.2% | – | – | History |
| KRKroger Co | Stock | 6,705 | $298.9K | 0.2% | – | – | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 8,283 | $296.4K | 0.2% | – | – | History |
| SIGSignet Jewelers Ltd | SHS | 4,163 | $283.1K | 0.2% | – | – | History |
| BROSDutch Bros Inc. | CL A | 9,047 | $255.0K | 0.2% | – | – | History |
| GCOGenesco Inc | COM | 4,631 | $213.1K | 0.2% | – | – | History |
| FWRGFirst Watch Restaurant Group, Inc. | COM | 15,398 | $208.3K | 0.2% | – | – | History |
| DBIDesigner Brands Inc. | CL A | 21,157 | $206.9K | 0.2% | – | – | History |
| RENTRent the Runway, Inc. | COM CL A | 35,248 | $107.5K | 0.1% | – | – | History |
| FIRYFiry Inc. | COM | 178,840 | $90.5K | 0.1% | – | – | History |
| FIGSFIGS, Inc. | CL A | 12,475 | $84.0K | 0.1% | – | – | History |
| REALTheRealReal, Inc. | COM | 44,196 | $55.2K | <0.1% | – | – | History |
| VRAVera Bradley, Inc. | COM | 10,847 | $49.1K | <0.1% | – | – | History |