North Fourth Asset Management, LP New Holdings in Q3 2023

North Fourth Asset Management, LP

Stock	Shares change	Price Range	Shares Held
SHW Sherwin Williams CO Basic Materials	34.5K New	$250.62 - $280.9 $8.65M - $9.69M	34.5K $8.8M
LULU Lululemon Athletica Inc. Consumer Cyclical	21K New	$360.22 - $404.19 $7.56M - $8.49M	21K $8.1M
DPZ Dominos Pizza Inc Consumer Cyclical	17K New	$333.91 - $402.58 $5.66M - $6.82M	17K $6.42M
FDX Fedex Corp Industrials	24K New	$247.55 - $269.95 $5.94M - $6.48M	24K $6.36M
ASO Academy Sports & Outdoors, Inc. Consumer Cyclical	90K New	$45.61 - $59.79 $4.1M - $5.38M	90K $4.25M
MCD Mcdonalds Corp Consumer Cyclical	16K New	$263.44 - $297.13 $4.22M - $4.75M	16K $4.22M
VMC Vulcan Materials CO Basic Materials	17.2K New	$200.62 - $228.72 $3.45M - $3.93M	17.2K $3.47M
SHAK Shake Shack Inc. Consumer Cyclical	50K New	$57.04 - $79.91 $2.85M - $3.99M	50K $2.9M
RCL Royal Caribbean Cruises LTD Consumer Cyclical	24.2K New	$90.46 - $109.68 $2.19M - $2.65M	24.2K $2.23M
AEO American Eagle Outfitters Inc Consumer Cyclical	130K New	$11.88 - $17.36 $1.55M - $2.26M	130K $2.16M
SKX Skechers Usa Inc Consumer Cyclical	42.7K New	$47.01 - $56.11 $2.01M - $2.4M	42.7K $2.09M
ACN Accenture PLC Technology	6K New	$300.77 - $328.2 $1.8M - $1.97M	6K $1.84M
JETS ETF Ser Solutions U S Global J ETFs	55K New	$16.85 - $22.18 $927K - $1.22M	55K $936K
CRM Salesforce, Inc. Technology	3K New	$202.49 - $234.37 $607K - $703K	3K $608K
REAL The Real Real, Inc. Consumer Cyclical	280K New	$2.06 - $2.85 $577K - $799K	280K $591K
RL Ralph Lauren Corp Consumer Cyclical	5K New	$111.85 - $132.21 $559K - $661K	5K $580K

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