Prentice Capital Management, LP

CIK: 0001326150SEC EDGAR →

Portfolio Value

$63.5M

Holdings

24

As of

Q4 2025

New Positions

1

Closed Positions

14

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SNAP INC

1,093,998$8.8M
13.91%
2

GROUPON INC

497,503$8.8M
13.80%
3

NEXTNAV INC

507,792$8.4M
13.31%
4

JETBLUE AWYS CORP

1,485,118$6.8M
10.65%
5

PELOTON INTERACTIVE INC

557,960$3.4M
5.42%
6

COTY INC

1,102,688$3.4M
5.35%
7

OPENDOOR TECHNOLOGIES INC

552,981$3.2M
5.08%
8

GOPRO INC

1,897,870$2.7M
4.21%
9

FRONTIER GROUP HLDGS INC

530,119$2.5M
3.93%
10

TOPGOLF CALLAWAY BRANDS CORP

196,111$2.3M
3.60%

Quarterly Changes

Top Buys

OPENNEW
$3.2M
KK0↑ Increased
$2.1M
SBUXNEW
$2.1M
NNNEW
$1.9M
RHNEW
$1.2M

Top Sells

JBLU↓ Decreased
$4.4M
PTON↓ Decreased
$3.4M
COMPCLOSED
$2.8M
LYFTCLOSED
$1.8M
BMBL↓ Decreased
$1.7M

New Positions (8)

$3.2M · 553K shares
$2.1M · 25K shares
$1.9M · 250K shares
$1.2M · 7K shares
$797K · 214K shares
$781K · 80K shares
$17K · 26K shares
$5K · 13K shares

Closed Positions (2)

$2.8M · 347K shares
$1.8M · 80K shares

Sector Breakdown

Sector# HoldingsValue%
Communication Services3$19.5M30.7%
Consumer Cyclical7$10.5M16.5%
Industrials2$9.3M14.6%
Unknown2$8.5M13.4%
Consumer Defensive4$6.4M10.1%
Technology5$6.1M9.6%
Real Estate1$3.2M5.1%