Filed: 8/15/2025ACC: 0001848831-25-000008
๐ What this filing means
MONIMUS CAPITAL MANAGEMENT, LP filed this quarterly 13FโHR report disclosing 54 equity positions with a total reported market value of $137.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$137.60M
Total AUM (reported)
7.39M
Total Shares
Allocation by class
COM$95.21M69.2%
CL A$10.31M7.5%
COM CL A$8.96M6.5%
CL A COM$8.27M6.0%
SHS CL A$4.89M3.6%
COM NEW$3.40M2.5%
CAP STK CL A$2.92M2.1%
Portfolio Concentration
Top 3$26.71M19.4%
4โ10$35.65M25.9%
11โ25$44.63M32.4%
Rest$30.60M22.2%
Top 3 weight
19.4%
Top 10 weight
45.3%
Voting Authority Distribution
Total shares with voting rights: 7.06M
Sole
Full voting authority
7.06M
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)
Sole54
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings54
Rows:
DOLLAR TREE INC
SOLEShares103.88K
TypeSH
Market value$10.29M
7.48%
Sole
103.88K
Shared
0.00
None
0.00
POTBELLY CORP
SOLEShares671.10K
TypeSH
Market value$8.22M
5.97%
Sole
671.10K
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares20K
TypeSH
Market value$8.20M
5.96%
Sole
0.00
Shared
0.00
None
0.00
PAPA JOHNS INTL INC
SOLEShares115.73K
TypeSH
Market value$5.66M
4.12%
Sole
115.73K
Shared
0.00
None
0.00
INTEGRAL AD SCIENCE HLDNG CO
SOLEShares665.47K
TypeSH
Market value$5.53M
4.02%
Sole
665.47K
Shared
0.00
None
0.00
MADISON SQUARE GRDN SPRT COR
SOLEShares26.29K
TypeSH
Market value$5.49M
3.99%
Sole
26.29K
Shared
0.00
None
0.00
SPECTRUM BRANDS HLDGS INC NE
SOLEShares94.45K
TypeSH
Market value$5.01M
3.64%
Sole
94.45K
Shared
0.00
None
0.00
RISKIFIED LTD
SOLEShares979.94K
TypeSH
Market value$4.89M
3.55%
Sole
979.94K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares44.20K
TypeSH
Market value$4.82M
3.50%
Sole
44.20K
Shared
0.00
None
0.00
BRIGHTVIEW HLDGS INC
SOLEShares255.37K
TypeSH
Market value$4.25M
3.09%
Sole
255.37K
Shared
0.00
None
0.00
TRIPADVISOR INC
SOLEShares315.18K
TypeSH
Market value$4.11M
2.99%
Sole
315.18K
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares26.38K
TypeSH
Market value$3.42M
2.49%
Sole
26.38K
Shared
0.00
None
0.00
DOUGLAS DYNAMICS INC
SOLEShares115.16K
TypeSH
Market value$3.39M
2.47%
Sole
115.16K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares24.69K
TypeSH
Market value$3.27M
2.37%
Sole
24.69K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares11.73K
TypeSH
Market value$3.23M
2.35%
Sole
11.73K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares36.77K
TypeSH
Market value$3.23M
2.35%
Sole
36.77K
Shared
0.00
None
0.00
AMPLITUDE INC
SOLEShares249.94K
TypeSH
Market value$3.10M
2.25%
Sole
249.94K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares16.56K
TypeSH
Market value$2.92M
2.12%
Sole
16.56K
Shared
0.00
None
0.00
HUNTINGTON INGALLS INDS INC
SOLEShares12.02K
TypeSH
Market value$2.90M
2.11%
Sole
12.02K
Shared
0.00
None
0.00
DISTRIBUTION SOLUTIONS GRP I
SOLEShares101.01K
TypeSH
Market value$2.77M
2.02%
Sole
101.01K
Shared
0.00
None
0.00
JAKKS PAC INC
SOLEShares126.72K
TypeSH
Market value$2.63M
1.91%
Sole
126.72K
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares19.41K
TypeSH
Market value$2.55M
1.85%
Sole
19.41K
Shared
0.00
None
0.00
KOHLS CORP
SOLEShares300K
TypeSH
Market value$2.54M
1.85%
Sole
0.00
Shared
0.00
None
0.00
DINE BRANDS GLOBAL INC
SOLEShares93.81K
TypeSH
Market value$2.28M
1.66%
Sole
93.81K
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares11.50K
TypeSH
Market value$2.27M
1.65%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DOLLAR TREE INCSOLE | COM | 103.88K | SH | $10.29M 7.48% | 103.88K | 0.00 | 0.00 |
POTBELLY CORPSOLE | COM | 671.10K | SH | $8.22M 5.97% | 671.10K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 20K | SH | $8.20M 5.96% | 0.00 | 0.00 | 0.00 |
PAPA JOHNS INTL INCSOLE | COM | 115.73K | SH | $5.66M 4.12% | 115.73K | 0.00 | 0.00 |
INTEGRAL AD SCIENCE HLDNG COSOLE | COM | 665.47K | SH | $5.53M 4.02% | 665.47K | 0.00 | 0.00 |
MADISON SQUARE GRDN SPRT CORSOLE | CL A | 26.29K | SH | $5.49M 3.99% | 26.29K | 0.00 | 0.00 |
SPECTRUM BRANDS HLDGS INC NESOLE | COM | 94.45K | SH | $5.01M 3.64% | 94.45K | 0.00 | 0.00 |
RISKIFIED LTDSOLE | SHS CL A | 979.94K | SH | $4.89M 3.55% | 979.94K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 44.20K | SH | $4.82M 3.50% | 44.20K | 0.00 | 0.00 |
BRIGHTVIEW HLDGS INCSOLE | COM | 255.37K | SH | $4.25M 3.09% | 255.37K | 0.00 | 0.00 |
TRIPADVISOR INCSOLE | COM | 315.18K | SH | $4.11M 2.99% | 315.18K | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 26.38K | SH | $3.42M 2.49% | 26.38K | 0.00 | 0.00 |
DOUGLAS DYNAMICS INCSOLE | COM | 115.16K | SH | $3.39M 2.47% | 115.16K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 24.69K | SH | $3.27M 2.37% | 24.69K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 11.73K | SH | $3.23M 2.35% | 11.73K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 36.77K | SH | $3.23M 2.35% | 36.77K | 0.00 | 0.00 |
AMPLITUDE INCSOLE | COM CL A | 249.94K | SH | $3.10M 2.25% | 249.94K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 16.56K | SH | $2.92M 2.12% | 16.56K | 0.00 | 0.00 |
HUNTINGTON INGALLS INDS INCSOLE | COM | 12.02K | SH | $2.90M 2.11% | 12.02K | 0.00 | 0.00 |
DISTRIBUTION SOLUTIONS GRP ISOLE | COM | 101.01K | SH | $2.77M 2.02% | 101.01K | 0.00 | 0.00 |
JAKKS PAC INCSOLE | COM NEW | 126.72K | SH | $2.63M 1.91% | 126.72K | 0.00 | 0.00 |
FIVE BELOW INCSOLE | COM | 19.41K | SH | $2.55M 1.85% | 19.41K | 0.00 | 0.00 |
KOHLS CORPSOLE | COM | 300K | SH | $2.54M 1.85% | 0.00 | 0.00 | 0.00 |
DINE BRANDS GLOBAL INCSOLE | COM | 93.81K | SH | $2.28M 1.66% | 93.81K | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 11.50K | SH | $2.27M 1.65% | 0.00 | 0.00 | 0.00 |
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