94 is the total number of securities Yarra Square Partners LP has owned. The longest Yarra Square Partners LP has owned a single stock is 12 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| WSC | WILLSCOT MOBIL MINI HL... | 12 | 12 | 1.19% | 12.97% | 19.06% | Q4 2020 | Q3 2023 | 12 |
| FLT | FLEETCOR TECHNOLOGIES INC | 12 | 12 | 0.36% | 7.45% | 12.65% | Q4 2020 | Q3 2023 | 12 |
| NOW | SERVICENOW INC | 12 | 12 | 0.55% | 4.38% | 6.48% | Q4 2020 | Q3 2023 | 12 |
| TDG | TRANSDIGM GROUP INC | 12 | 12 | 0.35% | 4.07% | 5.49% | Q4 2020 | Q3 2023 | 12 |
| VAC | MARRIOTT VACTINS WORLD... | 11 | 11 | 0.70% | 7.38% | 10.34% | Q4 2020 | Q2 2023 | 11 |
| AMZN | AMAZON COM INC | 8 | 3 | 0.68% | 5.54% | 8.35% | Q4 2020 | Q3 2023 | 11 |
| NLOK | NORTONLIFELOCK INC | 8 | 3 | 0.18% | 4.46% | 6.85% | Q4 2020 | Q3 2023 | 11 |
| OWL | BLUE OWL CAPITAL INC | 10 | 10 | 0.38% | 10.12% | 17.03% | Q2 2021 | Q3 2023 | 10 |
| GOGO | GOGO INC | 8 | 8 | 4.08% | 7.92% | 11.09% | Q4 2021 | Q3 2023 | 8 |
| XPO | XPO LOGISTICS INC | 8 | 8 | 0.53% | 4.49% | 5.86% | Q4 2020 | Q3 2022 | 8 |
| ATKR | ATKORE INC | 8 | 8 | 2.28% | 4.10% | 5.41% | Q4 2021 | Q3 2023 | 8 |
| CCK | CROWN HLDGS INC | 8 | 8 | 0.34% | 2.50% | 4.08% | Q4 2020 | Q3 2022 | 8 |
| GAMBLING COM GROUP LIM... | 8 | 8 | 0.88% | 1.90% | 3.14% | Q4 2021 | Q3 2023 | 8 | |
| LBRDK | LIBERTY BROADBAND CORP | 6 | 6 | 0.69% | 5.46% | 7.75% | Q4 2020 | Q1 2022 | 6 |
| FB | META PLATFORMS INC | 5 | 5 | 0.68% | 5.30% | 7.97% | Q4 2020 | Q4 2021 | 5 |
| DLO | DLOCAL LTD | 3 | 2 | 2.19% | 4.45% | 5.58% | Q2 2022 | Q3 2023 | 5 |
| FCX | FREEPORT-MCMORAN INC | 5 | 5 | 0.39% | 2.60% | 4.51% | Q1 2021 | Q1 2022 | 5 |
| VRM | VROOM INC | 5 | 5 | 0.43% | 2.29% | 3.68% | Q4 2020 | Q4 2021 | 5 |
| OPAL FUELS INC | 5 | 5 | 1.94% | 2.20% | 2.58% | Q3 2022 | Q3 2023 | 5 | |
| NRP | NATURAL RESOURCE PARTN... | 5 | 5 | 0.70% | 1.58% | 2.18% | Q3 2022 | Q3 2023 | 5 |
| TH | TARGET HOSPITALITY CORP | 4 | 4 | 4.50% | 5.83% | 6.73% | Q4 2022 | Q3 2023 | 4 |
| ORCC | OWL ROCK CAPITAL CORPO... | 4 | 4 | 2.91% | 3.28% | 3.89% | Q4 2022 | Q3 2023 | 4 |
| LAZY | LAZYDAYS HLDGS INC | 4 | 4 | 0.38% | 1.97% | 3.17% | Q1 2022 | Q4 2022 | 4 |
| MCFE | MCAFEE CORP | 3 | 3 | 0.52% | 5.38% | 7.86% | Q2 2021 | Q4 2021 | 3 |
| LGFB | LIONS GATE ENTMNT CORP | 3 | 3 | 3.35% | 3.72% | 4.05% | Q1 2023 | Q3 2023 | 3 |
| GOOGL | ALPHABET INC | 3 | 3 | 2.17% | 3.54% | 4.89% | Q1 2022 | Q3 2022 | 3 |
| FIS | FIDELITY NATL INFORMAT... | 3 | 3 | 0.34% | 3.32% | 5.64% | Q4 2020 | Q2 2021 | 3 |
| PLTK | PLAYTIKA HLDG CORP | 3 | 3 | 0.36% | 2.77% | 4.98% | Q1 2021 | Q3 2021 | 3 |
| VMEO | VIMEO INC | 3 | 3 | 0.59% | 2.03% | 3.70% | Q2 2021 | Q4 2021 | 3 |
| HOME | AT HOME GROUP INC | 2 | 2 | 4.84% | 8.02% | 11.20% | Q4 2020 | Q1 2021 | 2 |
| IAC | IAC INTERACTIVECORP NEW | 2 | 2 | 5.56% | 6.54% | 7.52% | Q4 2020 | Q1 2021 | 2 |
| HGV | HILTON GRAND VACATIONS... | 2 | 2 | 3.52% | 3.67% | 3.82% | Q2 2023 | Q3 2023 | 2 |
| TBLA | TABOOLA.COM LTD | 2 | 2 | 2.41% | 2.83% | 3.25% | Q2 2023 | Q3 2023 | 2 |
| ARCHAEA ENERGY INC | 2 | 2 | 1.90% | 2.68% | 3.47% | Q2 2022 | Q3 2022 | 2 | |
| ACTD | ARCLIGHT CLEAN TRANSIT... | 2 | 2 | 1.32% | 1.92% | 2.51% | Q1 2022 | Q2 2022 | 2 |
| ZIP | ZIPRECRUITER INC | 2 | 2 | 0.45% | 0.46% | 0.48% | Q1 2023 | Q2 2023 | 2 |
| VPCC | VPC IMPACT ACQU HOLDI ... | 2 | 2 | 0.04% | 0.36% | 0.68% | Q2 2021 | Q3 2021 | 2 |
| MAXR | MAXAR TECHNOLOGIES INC | 1 | 1 | 8.23% | 8.23% | 8.23% | Q2 2021 | Q2 2021 | 1 |
| GILD | GILEAD SCIENCES INC | 1 | 1 | 7.15% | 7.15% | 7.15% | Q2 2021 | Q2 2021 | 1 |
| ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 4.93% | 4.93% | 4.93% | Q3 2023 | Q3 2023 | 1 |
| PLNT | PLANET FITNESS INC | 1 | 1 | 4.81% | 4.81% | 4.81% | Q2 2021 | Q2 2021 | 1 |
| CBRL | CRACKER BARREL OLD CTR... | 1 | 1 | 4.74% | 4.74% | 4.74% | Q2 2021 | Q2 2021 | 1 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 1 | 1 | 4.68% | 4.68% | 4.68% | Q2 2021 | Q2 2021 | 1 |
| SCHW | SCHWAB CHARLES CORP | 1 | 1 | 4.07% | 4.07% | 4.07% | Q2 2021 | Q2 2021 | 1 |
| CYH | COMMUNITY HEALTH SYS I... | 1 | 1 | 4.07% | 4.07% | 4.07% | Q2 2021 | Q2 2021 | 1 |
| SHARKNINJA INC | 1 | 1 | 3.77% | 3.77% | 3.77% | Q3 2023 | Q3 2023 | 1 | |
| NR | NEWPARK RES INC | 1 | 1 | 3.70% | 3.70% | 3.70% | Q3 2023 | Q3 2023 | 1 |
| TUP | TUPPERWARE BRANDS CORP | 1 | 1 | 3.42% | 3.42% | 3.42% | Q2 2021 | Q2 2021 | 1 |
| UNFI | UNITED NAT FOODS INC | 1 | 1 | 2.87% | 2.87% | 2.87% | Q2 2021 | Q2 2021 | 1 |
| RRGB | RED ROBIN GOURMET BURG... | 1 | 1 | 2.70% | 2.70% | 2.70% | Q2 2021 | Q2 2021 | 1 |
| IBKR | INTERACTIVE BROKERS GR... | 1 | 1 | 2.63% | 2.63% | 2.63% | Q2 2021 | Q2 2021 | 1 |
| CVNA | CARVANA CO | 1 | 1 | 2.41% | 2.41% | 2.41% | Q2 2021 | Q2 2021 | 1 |
| BFT | FOLEY TRASIMENE ACQUIS... | 1 | 1 | 2.28% | 2.28% | 2.28% | Q4 2020 | Q4 2020 | 1 |
| CDK | CDK GLOBAL INC | 1 | 1 | 2.23% | 2.23% | 2.23% | Q1 2022 | Q1 2022 | 1 |
| CSIQ | CANADIAN SOLAR INC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q2 2021 | Q2 2021 | 1 |
| NWL | NEWELL BRANDS INC | 1 | 1 | 2.20% | 2.20% | 2.20% | Q2 2021 | Q2 2021 | 1 |
| WBA | WALGREENS BOOTS ALLIAN... | 1 | 1 | 2.19% | 2.19% | 2.19% | Q2 2021 | Q2 2021 | 1 |
| COTY | COTY INC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q2 2021 | Q2 2021 | 1 |
| JMIA | JUMIA TECHNOLOGIES AG | 1 | 1 | 2.11% | 2.11% | 2.11% | Q2 2021 | Q2 2021 | 1 |
| CBRL | CRACKER BARREL OLD CTR... | 1 | 1 | 2.02% | 2.02% | 2.02% | Q2 2021 | Q2 2021 | 1 |
| WW | WW INTL INC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q2 2021 | Q2 2021 | 1 |
| PBI | PITNEY BOWES INC | 1 | 1 | 1.89% | 1.89% | 1.89% | Q2 2021 | Q2 2021 | 1 |
| TENB | TENABLE HLDGS INC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2021 | Q2 2021 | 1 |
| RICE ACQUISITION CORP II | 1 | 1 | 1.76% | 1.76% | 1.76% | Q1 2022 | Q1 2022 | 1 | |
| RILY | B. RILEY FINANCIAL INC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q2 2021 | Q2 2021 | 1 |
| ALB | ALBEMARLE CORP | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2021 | Q2 2021 | 1 |
| HT | HERSHA HOSPITALITY TR | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2021 | Q2 2021 | 1 |
| AUY | YAMANA GOLD INC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2021 | Q2 2021 | 1 |
| HMHC | HOUGHTON MIFFLIN HARCO... | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2021 | Q2 2021 | 1 |
| SWN | SOUTHWESTERN ENERGY CO | 1 | 1 | 1.09% | 1.09% | 1.09% | Q2 2021 | Q2 2021 | 1 |
| OGN | ORGANON & CO | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2021 | Q2 2021 | 1 |
| MAXR | MAXAR TECHNOLOGIES INC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2021 | Q2 2021 | 1 |
| VOXX | VOXX INTL CORP | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2021 | Q2 2021 | 1 |
| BERY | BERRY GLOBAL GROUP INC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2021 | Q2 2021 | 1 |
| PBPB | POTBELLY CORP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2021 | Q2 2021 | 1 |
| BGS | B & G FOODS INC NEW | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2021 | Q2 2021 | 1 |
| JBLU | JETBLUE AWYS CORP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2021 | Q2 2021 | 1 |
| PBI | PITNEY BOWES INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2021 | Q2 2021 | 1 |
| AURORA CANNABIS INC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2021 | Q2 2021 | 1 | |
| CNR | CORNERSTONE BLDG BRAND... | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2021 | Q2 2021 | 1 |
| GILD | GILEAD SCIENCES INC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2021 | Q2 2021 | 1 |
| SLGG | SUPER LEAGUE GAMING INC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2021 | Q2 2021 | 1 |
| FEYE | FIREEYE INC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2021 | Q2 2021 | 1 |
| BHC | BAUSCH HEALTH COS INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2021 | Q2 2021 | 1 |
| HEXO | HEXO CORP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2021 | Q2 2021 | 1 |
| WTI | W & T OFFSHORE INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2021 | Q2 2021 | 1 |
| SPWH | SPORTSMANS WHSE HLDGS INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q3 2022 | 1 |
| UNFI | UNITED NAT FOODS INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
| BODY | THE BEACHBODY COMPANY INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2021 | Q2 2021 | 1 |
| EGLX | ENTHUSIAST GAMING HLDG... | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
| TILRAY INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 | |
| TLRY | TILRAY INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
| GXO LOGISTICS INCORPOR... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 | |
Download | |||||||||
The securities at the top of the list , including WILLSCOT MOBIL MINI HLDNG CO, FLEETCOR TECHNOLOGIES INC, and SERVICENOW INC, are the highest-conviction holdings of Yarra Square Partners LP.
The conviction is calculated by counting the number of quarters a security has been reported by Yarra Square Partners LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Yarra Square Partners LP owns currently or has owned in the past.