Filed: 5/15/2025ACC: 0001848831-25-000006
📋 What this filing means
MONIMUS CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $117.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$117.81M
Total AUM (reported)
6.38M
Total Shares
Allocation by class
COM$77.02M65.4%
COM CL A$13.23M11.2%
CL A$11.74M10.0%
COM NEW$6.17M5.2%
SHS CL A$4.40M3.7%
COM SER 1$2.01M1.7%
COMMON STOCK$1.46M1.2%
Portfolio Concentration
Top 3$21.73M18.4%
4–10$32.89M27.9%
11–25$42.86M36.4%
Rest$20.32M17.2%
Top 3 weight
18.4%
Top 10 weight
46.4%
Voting Authority Distribution
Total shares with voting rights: 6.38M
Sole
Full voting authority
6.38M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings48
Rows:
DOLLAR TREE INC
SOLEShares129.92K
TypeSH
Market value$9.75M
8.28%
Sole
129.92K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares64.29K
TypeSH
Market value$6.21M
5.27%
Sole
64.29K
Shared
0.00
None
0.00
JAKKS PAC INC
SOLEShares233.87K
TypeSH
Market value$5.77M
4.90%
Sole
233.87K
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares76.75K
TypeSH
Market value$5.75M
4.88%
Sole
76.75K
Shared
0.00
None
0.00
SPECTRUM BRANDS HLDGS INC NE
SOLEShares70.91K
TypeSH
Market value$5.07M
4.31%
Sole
70.91K
Shared
0.00
None
0.00
POTBELLY CORP
SOLEShares505.94K
TypeSH
Market value$4.81M
4.08%
Sole
505.94K
Shared
0.00
None
0.00
MADISON SQUARE GRDN SPRT COR
SOLEShares24.05K
TypeSH
Market value$4.68M
3.97%
Sole
24.05K
Shared
0.00
None
0.00
RISKIFIED LTD
SOLEShares951.30K
TypeSH
Market value$4.40M
3.73%
Sole
951.30K
Shared
0.00
None
0.00
TRIPADVISOR INC
SOLEShares300.04K
TypeSH
Market value$4.25M
3.61%
Sole
300.04K
Shared
0.00
None
0.00
INTEGRAL AD SCIENCE HLDNG CO
SOLEShares487.37K
TypeSH
Market value$3.93M
3.33%
Sole
487.37K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares42.87K
TypeSH
Market value$3.73M
3.16%
Sole
42.87K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares31.09K
TypeSH
Market value$3.71M
3.15%
Sole
31.09K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares49.29K
TypeSH
Market value$3.47M
2.95%
Sole
49.29K
Shared
0.00
None
0.00
HUNTINGTON INGALLS INDS INC
SOLEShares16.22K
TypeSH
Market value$3.31M
2.81%
Sole
16.22K
Shared
0.00
None
0.00
BRIGHTVIEW HLDGS INC
SOLEShares251.67K
TypeSH
Market value$3.23M
2.74%
Sole
251.67K
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares20.09K
TypeSH
Market value$3.20M
2.72%
Sole
20.09K
Shared
0.00
None
0.00
DOUGLAS DYNAMICS INC
SOLEShares133.15K
TypeSH
Market value$3.09M
2.63%
Sole
133.15K
Shared
0.00
None
0.00
PAPA JOHNS INTL INC
SOLEShares71.29K
TypeSH
Market value$2.93M
2.49%
Sole
71.29K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares82.85K
TypeSH
Market value$2.75M
2.34%
Sole
82.85K
Shared
0.00
None
0.00
AMPLITUDE INC
SOLEShares255.44K
TypeSH
Market value$2.60M
2.21%
Sole
255.44K
Shared
0.00
None
0.00
DISTRIBUTION SOLUTIONS GRP I
SOLEShares89.42K
TypeSH
Market value$2.50M
2.13%
Sole
89.42K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares8.75K
TypeSH
Market value$2.32M
1.97%
Sole
8.75K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares6.60K
TypeSH
Market value$2.13M
1.81%
Sole
6.60K
Shared
0.00
None
0.00
BIGCOMMERCE HLDGS INC
SOLEShares349.32K
TypeSH
Market value$2.01M
1.71%
Sole
349.32K
Shared
0.00
None
0.00
ULTRA CLEAN HLDGS INC
SOLEShares87.28K
TypeSH
Market value$1.87M
1.59%
Sole
87.28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DOLLAR TREE INCSOLE | COM | 129.92K | SH | $9.75M 8.28% | 129.92K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 64.29K | SH | $6.21M 5.27% | 64.29K | 0.00 | 0.00 |
JAKKS PAC INCSOLE | COM NEW | 233.87K | SH | $5.77M 4.90% | 233.87K | 0.00 | 0.00 |
FIVE BELOW INCSOLE | COM | 76.75K | SH | $5.75M 4.88% | 76.75K | 0.00 | 0.00 |
SPECTRUM BRANDS HLDGS INC NESOLE | COM | 70.91K | SH | $5.07M 4.31% | 70.91K | 0.00 | 0.00 |
POTBELLY CORPSOLE | COM | 505.94K | SH | $4.81M 4.08% | 505.94K | 0.00 | 0.00 |
MADISON SQUARE GRDN SPRT CORSOLE | CL A | 24.05K | SH | $4.68M 3.97% | 24.05K | 0.00 | 0.00 |
RISKIFIED LTDSOLE | SHS CL A | 951.30K | SH | $4.40M 3.73% | 951.30K | 0.00 | 0.00 |
TRIPADVISOR INCSOLE | COM | 300.04K | SH | $4.25M 3.61% | 300.04K | 0.00 | 0.00 |
INTEGRAL AD SCIENCE HLDNG COSOLE | COM | 487.37K | SH | $3.93M 3.33% | 487.37K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 42.87K | SH | $3.73M 3.16% | 42.87K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 31.09K | SH | $3.71M 3.15% | 31.09K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 49.29K | SH | $3.47M 2.95% | 49.29K | 0.00 | 0.00 |
HUNTINGTON INGALLS INDS INCSOLE | COM | 16.22K | SH | $3.31M 2.81% | 16.22K | 0.00 | 0.00 |
BRIGHTVIEW HLDGS INCSOLE | COM | 251.67K | SH | $3.23M 2.74% | 251.67K | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 20.09K | SH | $3.20M 2.72% | 20.09K | 0.00 | 0.00 |
DOUGLAS DYNAMICS INCSOLE | COM | 133.15K | SH | $3.09M 2.63% | 133.15K | 0.00 | 0.00 |
PAPA JOHNS INTL INCSOLE | COM | 71.29K | SH | $2.93M 2.49% | 71.29K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 82.85K | SH | $2.75M 2.34% | 82.85K | 0.00 | 0.00 |
AMPLITUDE INCSOLE | COM CL A | 255.44K | SH | $2.60M 2.21% | 255.44K | 0.00 | 0.00 |
DISTRIBUTION SOLUTIONS GRP ISOLE | COM | 89.42K | SH | $2.50M 2.13% | 89.42K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 8.75K | SH | $2.32M 1.97% | 8.75K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 6.60K | SH | $2.13M 1.81% | 6.60K | 0.00 | 0.00 |
BIGCOMMERCE HLDGS INCSOLE | COM SER 1 | 349.32K | SH | $2.01M 1.71% | 349.32K | 0.00 | 0.00 |
ULTRA CLEAN HLDGS INCSOLE | COM | 87.28K | SH | $1.87M 1.59% | 87.28K | 0.00 | 0.00 |
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