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MANE GLOBAL CAPITAL MANAGEMENT LP Historic Quarter Change: USA Stocks, Sold Out

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MANE GLOBAL CAPITAL MANAGEMENT LP historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, MANE GLOBAL CAPITAL MANAGEMENT LP opened 220 positions, added to 113, reduced 162 and sold out of 211.

  • Q2 2026: Stock CHWY; Country of operation United States; Class CL A; Shares before 1,863,963.
  • Q2 2026: Stock MAR; Country of operation United States; Class CL A; Shares before 121,773.
  • Q2 2026: Stock BROS; Country of operation United States; Class CL A; Shares before 750,890.
  • Q2 2026: Stock AZO; Country of operation United States; Class COM; Shares before 9,751.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1856155), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026CHWY
CHEWY INC		United StatesCL A1,863,9630-1,863,963$50,327,001$0-$50,327,0012026-08-14
Q2 2026MAR
MARRIOTT INTL INC NEW		United StatesCL A121,7730-121,773$39,828,295$0-$39,828,2952026-08-14
Q2 2026BROS
DUTCH BROS INC		United StatesCL A750,8900-750,890$38,040,087$0-$38,040,0872026-08-14
Q2 2026AZO
AUTOZONE INC		United StatesCOM9,7510-9,751$32,936,733$0-$32,936,7332026-08-14
Q2 2026AVGO
BROADCOM INC		United StatesCOM96,7090-96,709$29,932,403$0-$29,932,4032026-08-14
Q2 2026KO
COCA COLA CO		United StatesCOM348,6770-348,677$26,516,886$0-$26,516,8862026-08-14
Q2 2026ABNB
AIRBNB INC		United StatesCOM CL A187,0200-187,020$23,616,886$0-$23,616,8862026-08-14
Q2 2026HLT
HILTON WORLDWIDE HLDGS INC		United StatesCOM74,2740-74,274$22,585,238$0-$22,585,2382026-08-14
Q2 2026STZ
CONSTELLATION BRANDS INC		United StatesCL A150,4040-150,404$22,560,600$0-$22,560,6002026-08-14
Q2 2026HAS
HASBRO INC		United StatesCOM192,7080-192,708$18,037,469$0-$18,037,4692026-08-14
Q2 2026TOST
TOAST INC		United StatesCL A616,1460-616,146$16,334,030$0-$16,334,0302026-08-14
Q2 2026BJ
BJS WHSL CLUB HLDGS INC		United StatesCOM146,6070-146,607$14,429,061$0-$14,429,0612026-08-14
Q2 2026AAPL
APPLE INC		United StatesCOM54,2000-54,200$13,755,418$0-$13,755,4182026-08-14
Q2 2026NFLX
NETFLIX INC.		United StatesCOM129,0000-129,000$12,403,350$0-$12,403,3502026-08-14
Q2 2026CART
MAPLEBEAR INC		United StatesCOM323,0360-323,036$12,100,929$0-$12,100,9292026-08-14
Q2 2026CHD
CHURCH & DWIGHT CO INC		United StatesCOM112,0000-112,000$10,451,840$0-$10,451,8402026-08-14
Q2 2026BOOT
BOOT BARN HLDGS INC		United StatesCOM70,4590-70,459$10,312,379$0-$10,312,3792026-08-14
Q2 2026ROST
ROSS STORES INC		United StatesCOM38,7530-38,753$8,395,062$0-$8,395,0622026-08-14
Q2 2026YUMC
YUM CHINA HLDGS INC		United StatesCOM162,1900-162,190$7,911,628$0-$7,911,6282026-08-14
Q2 2026RACE
FERRARI N V		COM2,3060-2,306$780,466$0-$780,4662026-08-14
Q2 2026WM
WASTE MGMT INC DEL		United StatesCOM3,2070-3,207$736,937$0-$736,9372026-08-14
Q2 2026META
META PLATFORMS INC		United StatesCL A6740-674$385,616$0-$385,6162026-08-14
Q2 2026CL
COLGATE PALMOLIVE CO		United StatesCOM3,7980-3,798$323,704$0-$323,7042026-08-14
Q2 2026MDLN
MEDLINE INC		United StatesCOM CL A7,0550-7,055$313,948$0-$313,9482026-08-14
Q2 2026FANG
DIAMONDBACK ENERGY INC		United StatesCOM1,2500-1,250$247,238$0-$247,2382026-08-14

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