Fund 1 Investments, LLC

Fundamental concentrated ★Signal CIK 1959730
League rank
#310
in Fundamental concentrated · #628 overall
Long book
$768.3M
Q1 2026
Positions
62
Top-10 weight
64%
concentration
Last quarter
+19.7%
SPY +14.8%
Turnover
66%
of book per quarter

Strategy in plain words

auto-generated from filings

Fund 1 Investments, LLC is a concentrated fundamental stock-picker, running a $768.3M US long book across 62 positions.

The portfolio is concentrated: the top 10 names carry 64% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: CITI TRENDS INC, JUMIA TECHNOLOGIES AG-ADR, CELSIUS HOLDINGS INC, VF CORP, REDDIT INC-CL A.

Over the last 9 quarters its long book ran on average 1.8pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-0.7%
Q2 2024
-2.3%
Q3 2024
+10.4%
Q4 2024
-18.7%
Q1 2025
+5.5%
Q2 2025
+11.0%
Q3 2025
+5.7%
Q4 2025
-6.3%
Q1 2026
+19.7%

Sector allocation

Consumer discretionary
47%
Other
16%
Technology
12%
Consumer staples
8%
Utilities
6%
Healthcare
4%
Services media
3%
Industrials
2%

Long book by quarter

$614.7M
Q1 2024
$724.0M
Q2 2024
$641.1M
Q3 2024
$728.8M
Q4 2024
$590.8M
Q1 2025
$705.1M
Q2 2025
$814.8M
Q3 2025
$690.8M
Q4 2025
$768.3M
Q1 2026

What does Fund 1 own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
CTRN CITI TRENDS INCConsumer discretionary2.6M$111.5M14.5%Held
CELH CELSIUS HOLDINGS INCConsumer staples1.6M$55.8M7.3%+33.5%
VFC VF CORPOther2.9M$48.5M6.3%+393.0%
RDDT REDDIT INC-CL ATechnology327.4K$44.1M5.7%+147.7%
TLYS TILLY'S INC-CLASS A SHRSConsumer discretionary8.1M$32.6M4.2%Held
CPNG COUPANG INCConsumer discretionary1.7M$31.5M4.1%+2936.8%
AMZN AMAZON.COM INCConsumer discretionary146.8K$30.6M4.0%+68.7%
NVRI ENVIRI CORPUtilities1.5M$29.5M3.8%-65.0%
BBWI BATH & BODY WORKS INCConsumer discretionary1.3M$23.7M3.1%+277.5%
APP APPLOVIN CORP-CLASS ATechnology50.0K$19.9M2.6%New
CURV TORRID HOLDINGS INCConsumer discretionary9.7M$17.3M2.3%-1.8%
FNKO FUNKO INC-CLASS AOther5.4M$16.9M2.2%+2.2%
FLWS 1-800-FLOWERS.COM INC-CL AConsumer discretionary5.4M$16.3M2.1%Held
SHOO STEVEN MADDEN LTDOther459.7K$15.6M2.0%New
GLNG GOLAR LNG LTDIndustrials236.3K$12.8M1.7%New
GCO GENESCO INCConsumer discretionary425.3K$12.3M1.6%-56.9%
AVBP ARRIVENT BIOPHARMA INCHealthcare500.0K$11.5M1.5%-11.6%
TLN TALEN ENERGY CORPUtilities35.0K$11.2M1.5%+89.2%
WW WW INTERNATIONAL INC-NEWServices media779.6K$10.7M1.4%+4596.6%
BJRI BJ'S RESTAURANTS INCConsumer discretionary289.3K$10.2M1.3%+2069.2%
DVA DAVITA INCHealthcare54.3K$8.3M1.1%New
JILL J. JILL INCOther675.3K$7.7M1.0%+25.4%
AMD ADVANCED MICRO DEVICESTechnology34.5K$7.0M0.9%-60.4%
SFIX STITCH FIX INC-CLASS AConsumer discretionary2.0M$6.5M0.8%+36.6%
ROST ROSS STORES INCConsumer discretionary29.0K$6.3M0.8%New
CROX CROCS INCOther75.0K$6.2M0.8%New
ETD ETHAN ALLEN INTERIORS INCOther254.8K$5.7M0.7%New
LOCO EL POLLO LOCO HOLDINGS INCConsumer discretionary407.3K$5.6M0.7%-45.3%
DAVE DAVE INCFinancials30.2K$5.3M0.7%New
PLAY DAVE & BUSTER'S ENTERTAINMENConsumer discretionary383.2K$4.2M0.5%-15.6%
NVDA NVIDIA CORPTechnology23.0K$4.0M0.5%New
DXLG DESTINATION XL GROUP INCConsumer discretionary5.8M$2.9M0.4%Held
VRA VERA BRADLEY INCOther795.0K$2.5M0.3%New
U UNITY SOFTWARE INCTechnology102.3K$2.2M0.3%New
ICLR ICON PLCHealthcare19.5K$2.2M0.3%New
SPGI S&P GLOBAL INCServices media5.0K$2.1M0.3%New
CMG CHIPOTLE MEXICAN GRILL INCConsumer discretionary65.0K$2.1M0.3%+62.5%
DKNG DRAFTKINGS INC-CL AServices media95.9K$2.1M0.3%New
CPRI CAPRI HOLDINGS LTDOther113.6K$2.0M0.3%New
MU MICRON TECHNOLOGY INCTechnology5.0K$1.7M0.2%-88.6%
CVS CVS HEALTH CORPHealthcare22.8K$1.6M0.2%New
ADUS ADDUS HOMECARE CORPHealthcare16.3K$1.5M0.2%New
FIGR FIGURE TECHNOLOGY SOLUT-CL AFinancials37.1K$1.3M0.2%New
SGHC SUPER GROUP SGHC LTDServices media115.0K$1.2M0.2%New
PUMP PROPETRO HOLDING CORPEnergy65.1K$939K0.1%New
TDG TRANSDIGM GROUP INCIndustrials800$927K0.1%New
CORZ CORE SCIENTIFIC INCFinancials60.5K$904K0.1%New
UNH UNITEDHEALTH GROUP INCFinancials3.3K$882K0.1%New
WAY WAYSTAR HOLDING CORPTechnology3.3K$843K0.1%New
WOLF WOLFSPEED INCTechnology50.0K$816K0.1%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202666$872.0M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202653$817.6M canonicalSEC ↗
Q3 202513F-HRNov 14, 202558$900.0M canonicalSEC ↗
Q2 202513F-HRAug 14, 202559$1.24B canonicalSEC ↗
Q1 202513F-HRMay 15, 202562$2.24B canonicalSEC ↗
Q4 202413F-HRFeb 14, 202570$1.16B canonicalSEC ↗
Q3 202413F-HRNov 14, 202467$1.07B canonicalSEC ↗
Q2 202413F-HRAug 14, 202463$923.5M canonicalSEC ↗
Q1 202413F-HRMay 15, 202446$929.8M canonicalSEC ↗