Monimus Capital Management, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Monimus Capital Management, LP reported 51 stock positions worth $106.2 million. Its top holding was Planet Fitness Class A (PLNT) at 6.3% of the portfolio, followed by Jakks Pacific (JAKK, 5.8%) and Madison Square Garden Sports (MSGS, 5.7%).
- Most Recent 13F
- Q2 2026
- Location
- WOODBRIDGE, NJ
- CIK
- 0001848831
- Portfolio Value
- $106.2M (Q4 2024)
- SEC Filing
- 0001848831-25-000004 ↗ filed Feb 10, 2025
Holdings Value
Holdings 51 stocks · $106.2M
| PLNT Planet Fitness Inc. Class A | 6.31% | 67,745 | $6.7M | — |
| JAKK Jakks Pacific Inc. | 5.83% | 219,858 | $6.2M | — |
| MSGS Madison Square Garden Sports | 5.68% | 26,721 | $6.0M | — |
| EDR Endeavor Group Hold Class A | 4.88% | 165,405 | $5.2M | — |
| INSP Inspire Medical Systems Inc. | 4.80% | 27,504 | $5.1M | — |
| PBPB Potbelly Corp. | 4.62% | 520,259 | $4.9M | — |
| FIVE Five Below | 3.93% | 39,763 | $4.2M | — |
| DKNG Draftkings Inc. Class A | 3.58% | 102,211 | $3.8M | — |
| AMPL Amplitude Inc. Class A | 3.42% | 344,103 | $3.6M | — |
| RSKD Riskified Ltd. Class A | 3.23% | 724,816 | $3.4M | — |
| GPGI Gpgi Inc. filed as COMPOSECURE INC | 3.12% | 215,826 | $3.3M | — |
| TPR Tapestry Inc. | 3.03% | 49,227 | $3.2M | — |
| SPB Spectrum Brands Holdings Inc. | 2.99% | 37,557 | $3.2M | — |
| CPRI Capri Holdings Ltd. | 2.92% | 146,945 | $3.1M | — |
| DSGR Distribution Solutions Group | 2.90% | 89,419 | $3.1M | — |
| HII Huntington Ingalls Industrie | 2.74% | 15,371 | $2.9M | — |
| PLOW Douglas Dynamics Inc. | 2.26% | 101,566 | $2.4M | — |
| RPAY Repay Holdings Corp. | 2.03% | 282,675 | $2.2M | — |
| EVER Everquote Inc. Class A | 2.02% | 107,066 | $2.1M | — |
| IAS Integral Ad Science Holding | 1.90% | 193,482 | $2.0M | — |
| CMRC Commerce.com Inc. filed as BIGCOMMERCE HLDGS INC | 1.83% | 316,713 | $1.9M | — |
| PPLI People Inc. filed as IAC INC | 1.60% | 39,378 | $1.7M | — |
| WINA Winmark Corp. | 1.59% | 4,298 | $1.7M | — |
| ABNB Airbnb Inc. Class A | 1.57% | 12,677 | $1.7M | — |
| ROIV Roivant Sciences Ltd. | 1.53% | 137,058 | $1.6M | — |
| PINS Pinterest Inc. Class A | 1.53% | 55,833 | $1.6M | — |
| DLTR Dollar Tree Inc. | 1.52% | 21,553 | $1.6M | — |
| NABL N-Able Inc. | 1.33% | 151,361 | $1.4M | — |
| BV Brightview Holdings Inc. | 1.33% | 88,387 | $1.4M | — |
| RSI Rush Street Interactive Inc. | 1.19% | 91,729 | $1.3M | — |
| BBIO Bridgebio Pharma Inc. | 1.06% | 41,077 | $1.1M | — |
| IRTC Irhythm Holdings Inc. | 0.99% | 11,659 | $1.1M | — |
| AEO American Eagle Outfitters | 0.94% | 60,079 | $1.0M | — |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.92% | 25,478 | $981K | — |
| LOCO El Pollo Loco Holdings Inc. | 0.88% | 80,991 | $935K | — |
| ORN Orion Group Holdings Inc. | 0.88% | 126,817 | $930K | — |
| PTLO Portillo's Inc. Class A | 0.80% | 90,287 | $849K | — |
| VKTX Viking Therapeutics Inc. | 0.80% | 21,006 | $845K | — |
| TSVT 2SEVENTY Bio Inc. | 0.73% | 263,644 | $775K | — |
| FTDR Frontdoor Inc. | 0.63% | 12,270 | $671K | — |
| ASMB Assembly Biosciences Inc. | 0.63% | 42,067 | $664K | — |
| LNTH Lantheus Holdings Inc. | 0.61% | 7,296 | $653K | — |
| AMZN Amazon.com Inc. | 0.58% | 2,788 | $612K | — |
| RVLV Revolve Group Inc. Class A | 0.47% | 14,962 | $501K | — |
| CTMX Cytomx Therapeutics Inc. | 0.35% | 364,306 | $375K | — |
| CARG Cargurus Inc. | 0.34% | 9,903 | $362K | — |
| CDXS Codexis Inc. | 0.32% | 71,050 | $339K | — |
| SPRO Spero Therapeutics Inc. | 0.30% | 310,908 | $320K | — |
| FLWS 1-800-Flowers.com Inc. Class A | 0.28% | 36,403 | $297K | — |
| LRMR Larimar Therapeutics Inc. | 0.17% | 47,100 | $182K | — |
| OVID Ovid Therapeutics Inc. | 0.12% | 138,266 | $129K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $393.6M | TRIP, BKNG, RSKD, MSGS, MSFT |
| Q1 2026 | 55 | $360.7M | TRIP, BKNG, AMZN, RSKD, MSGS |
| Q4 2025 | 57 | $151.6M | SPB, RSKD, TRIP, AMZN, DIN |
| Q3 2025 | 55 | $134.4M | PBPB, DLTR, SPB, RSKD, DIN |
| Q2 2025 | 51 | $124.6M | DLTR, PBPB, PZZA, IAS, MSGS |
| Q1 2025 | 48 | $117.8M | DLTR, PLNT, JAKK, FIVE, SPB |
| Q4 2024 | 51 | $106.2M | PLNT, JAKK, MSGS, EDR, INSP |