MONIMUS CAPITAL MANAGEMENT, LP

CIK: 0001848831Latest portfolio: $151.6M · Q4 2025

Holdings

57

Total Value

$151.6M

New Positions

16

Closed Positions

19

#StockSharesValue% PortfolioChangeType
1
SPBSPECTRUM BRANDS HLDGS INC NE
149,943$8.9M5.84%+9K
2
RSKDRISKIFIED LTD
1,404,744$7.0M4.61%+164K
3
TRIPTRIPADVISOR INC
453,777$6.6M4.36%+136K
4
AMZNAMAZON COM INC
25,300$5.8M3.85%NEW
5
DINDINE BRANDS GLOBAL INC
170,043$5.5M3.61%-40,056
6
MSFTMICROSOFT CORP
11,060$5.3M3.53%NEW
7
DLTRDOLLAR TREE INC
41,252$5.1M3.35%-37,361
8
PINSPINTEREST INC
191,285$5.0M3.27%NEW
9
MSGSMADISON SQUARE GRDN SPRT COR
18,819$4.9M3.21%-1,682
10
PLNTPLANET FITNESS INC
42,450$4.6M3.04%
11
CMECME GROUP INC
16,827$4.6M3.03%+2K
12
FDSFACTSET RESH SYS INC
14,933$4.3M2.86%NEW
13
BILLBILL HOLDINGS INC
79,234$4.3M2.85%+7K
14
AMPLAMPLITUDE INC
371,467$4.3M2.84%+85K
15
ADBEADOBE INC
11,522$4.0M2.66%NEW
16
LIONLIONSGATE STUDIOS CORP
438,680$4.0M2.64%-117,347
17
AINALBANY INTL CORP
73,501$3.7M2.46%+57K
18
FIVEFIVE BELOW INC
18,760$3.5M2.33%
19
CLXCLOROX CO DEL
33,431$3.4M2.22%NEW
20
FRSHFRESHWORKS INC
263,198$3.2M2.13%+63K
21
MLABMESA LABS INC
40,842$3.2M2.12%+7K
22
FLRFLUOR CORP NEW
72,378$2.9M1.89%+30K
23
DSGRDISTRIBUTION SOLUTIONS GRP I
101,009$2.8M1.82%
24
RSIRUSH STREET INTERACTIVE INC
128,912$2.5M1.65%+44K
25
PRTAPROTHENA CORP PLC
254,122$2.4M1.60%-3,934

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
EWCZ326K+195K
RSKD1.4M+164K
LUXE281K+157K
TRIP454K+136K
AMPL371K+85K
FRSH263K+63K
AIN74K+57K
PMTS67K+38K
PEPG138K+34K
FLR72K+30K

Decreased Positions

NameSharesChange
DENN310K-203556
LION439K-117347
ZM319K-64904
DIN170K-40056
DLTR41K-37361
TECH28K-32971
VKTX11K-18535
ARDX195K-7577
HII2K-6056
PRTA254K-3934

Sector Breakdown

Consumer Cyclical0.0% ($6.606583954654604e+40T)
Healthcare0.0% ($2.426167016331302e+28T)
Technology0.0% ($6.9815348432143015e+25T)
Industrials0.0% ($28682766208519844.0T)
Consumer Defensive0.0% ($88585074337.0T)
Communication Services0.0% ($49524867400.5T)
Unknown0.0% ($19291.5T)
Financial Services0.0% ($46.0T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$151.6M57
Q3 2025Nov 14, 2025$162.2B59
Q2 2025Aug 15, 2025$137.6B54
Q1 2025May 15, 2025$117.8B48
Q4 2024Feb 10, 2025$106.2B51

Fund Information

CIK0001848831
Most Recent FilingFeb 17, 2026
Number of Filings5

MONIMUS CAPITAL MANAGEMENT, LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $151.6M across 57 holdings. The largest position is SPECTRUM BRANDS HLDGS INC NE (SPB), representing 5.8% of the portfolio. Compared to the previous quarter, the fund opened 17 new positions and closed 19 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.