Stormborn Capital Management, LLC Portfolio Holdings by Sector

Stormborn Capital Management, LLC

$263 Million
Q4 2022

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Footwear & Accessories \| Consumer Cyclical DECK CROX 2 stocks	$44,877 17.05% of portfolio	1	1	1	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT SEAS OSW 3 stocks	$34,605 13.15% of portfolio	2	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical ROST HIBB LULU 3 stocks	$26,742 10.16% of portfolio	2	1	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical LVS LVS 2 stocks	$21,347 8.11% of portfolio	2	-	1	-	0 Calls 1 Puts
Oil & Gas Refining & Marketing \| Energy VVV 1 stocks	$19,753 7.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical DRVN 1 stocks	$17,875 6.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical DRI WEN 2 stocks	$14,648 5.57% of portfolio	1	1	1	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$14,412 5.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN AMZN FTCH 3 stocks	$14,123 5.37% of portfolio	1	1	1	-	0 Calls 0 Puts

Auto Manufacturers \| Consumer Cyclical RACE 1 stocks	$13,921 5.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT MCG 2 stocks	$11,778 4.48% of portfolio	1	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive BRBR 1 stocks	$10,461 3.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive TGT 1 stocks	$9,687 3.68% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$5,415 2.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical FND 1 stocks	$2,438 0.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services BRAG 1 stocks	$1,087 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts

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