Sycamore Partners Management, L.P.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Sycamore Partners Management, L.P. reported 2 stock positions worth $58.2 million. Its top holding was Torrid (CURV) at 98.2% of the portfolio, followed by Fossil (FOSL, 1.8%). Compared with Q3 2025, it opened 1 new position. The biggest buy was a new position in Fossil (FOSL).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001632833
Portfolio Value
$58.2M (Q4 2025)
SEC Filing
0001632833-26-000002 ↗ filed Feb 13, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $401.9M Q1 2024 Q2 2024: $616.8M Q2 2024 Q3 2024: $290.7M Q3 2024 Q4 2024: $386.9M Q4 2024 Q1 2025: $405.4M Q1 2025 Q2 2025: $172.0M Q2 2025 Q3 2025: $102.0M Q3 2025 Q4 2025: $58.2M $58.2M Q4 2025 Q1 2026: $105.0M Q1 2026 Q2 2026: $109.7M Q2 2026

Holdings 2 stocks · $58.2M
CURV Torrid Holdings Inc. 98.16% 58,295,694 $57.1M No change
FOSL Fossil Group Inc. 1.84% 284,050 $1.1M New

Portfolio Sells Q3 2025 → Q4 2025
None this quarter.

Portfolio Buys Q3 2025 → Q4 2025
FOSL Fossil Group Inc. New 1.84% +1.84

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$109.7MCURV, FOSL
Q1 2026Amended 2$105.0MCURV, FOSL
Q4 2025 2$58.2MCURV, FOSL
Q3 2025 1$102.0MCURV
Q2 2025 1$172.0MCURV
Q1 2025 1$405.4MCURV
Q4 2024 1$386.9MCURV
Q3 2024 1$290.7MCURV
Q2 2024 1$616.8MCURV
Q1 2024 1$401.9MCURV