Filed: 11/14/2025ACC: 0001848831-25-000012
๐ What this filing means
MONIMUS CAPITAL MANAGEMENT, LP filed this quarterly 13FโHR report disclosing 59 equity positions with a total reported market value of $162.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$162.24M
Total AUM (reported)
7.78M
Total Shares
Allocation by class
COM$102.77M63.3%
COM CL A$23.35M14.4%
CL A$15.70M9.7%
SHS CL A$5.81M3.6%
CLASS A COM$4.48M2.8%
SHS$2.52M1.6%
COMMON STOCK$2.35M1.4%
Portfolio Concentration
Top 3$31.71M19.5%
4โ10$38.71M23.9%
11โ25$50.35M31.0%
Rest$41.47M25.6%
Top 3 weight
19.5%
Top 10 weight
43.4%
Voting Authority Distribution
Total shares with voting rights: 7.78M
Sole
Full voting authority
7.78M
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)
Sole59
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings59
Rows:
APPLOVIN CORP
SOLEShares20K
TypeSH
Market value$14.37M
8.86%
Sole
20K
Shared
0.00
None
0.00
POTBELLY CORP
SOLEShares582.33K
TypeSH
Market value$9.92M
6.12%
Sole
582.33K
Shared
0.00
None
0.00
DOLLAR TREE INC
SOLEShares78.61K
TypeSH
Market value$7.42M
4.57%
Sole
78.61K
Shared
0.00
None
0.00
SPECTRUM BRANDS HLDGS INC NE
SOLEShares141.21K
TypeSH
Market value$7.42M
4.57%
Sole
141.21K
Shared
0.00
None
0.00
RISKIFIED LTD
SOLEShares1.24M
TypeSH
Market value$5.81M
3.58%
Sole
1.24M
Shared
0.00
None
0.00
REDDIT INC
SOLEShares25K
TypeSH
Market value$5.75M
3.54%
Sole
25K
Shared
0.00
None
0.00
DINE BRANDS GLOBAL INC
SOLEShares210.10K
TypeSH
Market value$5.19M
3.20%
Sole
210.10K
Shared
0.00
None
0.00
TRIPADVISOR INC
SOLEShares318.23K
TypeSH
Market value$5.17M
3.19%
Sole
318.23K
Shared
0.00
None
0.00
INTEGRAL AD SCIENCE HLDNG CO
SOLEShares464.11K
TypeSH
Market value$4.72M
2.91%
Sole
464.11K
Shared
0.00
None
0.00
MADISON SQUARE GRDN SPRT COR
SOLEShares20.50K
TypeSH
Market value$4.65M
2.87%
Sole
20.50K
Shared
0.00
None
0.00
KOHLS CORP
SOLEShares300K
TypeSH
Market value$4.61M
2.84%
Sole
300K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares42.45K
TypeSH
Market value$4.41M
2.72%
Sole
42.45K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares15.29K
TypeSH
Market value$4.13M
2.55%
Sole
15.29K
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares72.69K
TypeSH
Market value$3.85M
2.37%
Sole
72.69K
Shared
0.00
None
0.00
LIONSGATE STUDIOS CORP
SOLEShares556.03K
TypeSH
Market value$3.84M
2.36%
Sole
556.03K
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares60.74K
TypeSH
Market value$3.38M
2.08%
Sole
60.74K
Shared
0.00
None
0.00
DOUGLAS DYNAMICS INC
SOLEShares106.67K
TypeSH
Market value$3.33M
2.06%
Sole
106.67K
Shared
0.00
None
0.00
OKLO INC
SOLEShares27.50K
TypeSH
Market value$3.07M
1.89%
Sole
27.50K
Shared
0.00
None
0.00
AMPLITUDE INC
SOLEShares286.11K
TypeSH
Market value$3.07M
1.89%
Sole
286.11K
Shared
0.00
None
0.00
DISTRIBUTION SOLUTIONS GRP I
SOLEShares101.01K
TypeSH
Market value$3.04M
1.87%
Sole
101.01K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares6.17K
TypeSH
Market value$2.99M
1.84%
Sole
6.17K
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares18.76K
TypeSH
Market value$2.90M
1.79%
Sole
18.76K
Shared
0.00
None
0.00
DENNYS CORP
SOLEShares513.75K
TypeSH
Market value$2.69M
1.66%
Sole
513.75K
Shared
0.00
None
0.00
PAPA JOHNS INTL INC
SOLEShares52.41K
TypeSH
Market value$2.52M
1.56%
Sole
52.41K
Shared
0.00
None
0.00
PROTHENA CORP PLC
SOLEShares258.06K
TypeSH
Market value$2.52M
1.55%
Sole
258.06K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 20K | SH | $14.37M 8.86% | 20K | 0.00 | 0.00 |
POTBELLY CORPSOLE | COM | 582.33K | SH | $9.92M 6.12% | 582.33K | 0.00 | 0.00 |
DOLLAR TREE INCSOLE | COM | 78.61K | SH | $7.42M 4.57% | 78.61K | 0.00 | 0.00 |
SPECTRUM BRANDS HLDGS INC NESOLE | COM | 141.21K | SH | $7.42M 4.57% | 141.21K | 0.00 | 0.00 |
RISKIFIED LTDSOLE | SHS CL A | 1.24M | SH | $5.81M 3.58% | 1.24M | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 25K | SH | $5.75M 3.54% | 25K | 0.00 | 0.00 |
DINE BRANDS GLOBAL INCSOLE | COM | 210.10K | SH | $5.19M 3.20% | 210.10K | 0.00 | 0.00 |
TRIPADVISOR INCSOLE | COM | 318.23K | SH | $5.17M 3.19% | 318.23K | 0.00 | 0.00 |
INTEGRAL AD SCIENCE HLDNG COSOLE | COM | 464.11K | SH | $4.72M 2.91% | 464.11K | 0.00 | 0.00 |
MADISON SQUARE GRDN SPRT CORSOLE | CL A | 20.50K | SH | $4.65M 2.87% | 20.50K | 0.00 | 0.00 |
KOHLS CORPSOLE | COM | 300K | SH | $4.61M 2.84% | 300K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 42.45K | SH | $4.41M 2.72% | 42.45K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 15.29K | SH | $4.13M 2.55% | 15.29K | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | COM | 72.69K | SH | $3.85M 2.37% | 72.69K | 0.00 | 0.00 |
LIONSGATE STUDIOS CORPSOLE | COM | 556.03K | SH | $3.84M 2.36% | 556.03K | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 60.74K | SH | $3.38M 2.08% | 60.74K | 0.00 | 0.00 |
DOUGLAS DYNAMICS INCSOLE | COM | 106.67K | SH | $3.33M 2.06% | 106.67K | 0.00 | 0.00 |
OKLO INCSOLE | COM CL A | 27.50K | SH | $3.07M 1.89% | 27.50K | 0.00 | 0.00 |
AMPLITUDE INCSOLE | COM CL A | 286.11K | SH | $3.07M 1.89% | 286.11K | 0.00 | 0.00 |
DISTRIBUTION SOLUTIONS GRP ISOLE | COM | 101.01K | SH | $3.04M 1.87% | 101.01K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 6.17K | SH | $2.99M 1.84% | 6.17K | 0.00 | 0.00 |
FIVE BELOW INCSOLE | COM | 18.76K | SH | $2.90M 1.79% | 18.76K | 0.00 | 0.00 |
DENNYS CORPSOLE | COM | 513.75K | SH | $2.69M 1.66% | 513.75K | 0.00 | 0.00 |
PAPA JOHNS INTL INCSOLE | COM | 52.41K | SH | $2.52M 1.56% | 52.41K | 0.00 | 0.00 |
PROTHENA CORP PLCSOLE | SHS | 258.06K | SH | $2.52M 1.55% | 258.06K | 0.00 | 0.00 |
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