Shellback Capital, LP

Quant stat arb Low signal CIK 1591744
League rank
#8
in Quant stat arb · #308 overall
Long book
$702.6M
Q1 2026
Positions
79
Top-10 weight
41%
concentration
Last quarter
+25.3%
SPY +14.8%
Turnover
62%
of book per quarter

Strategy in plain words

auto-generated from filings

Shellback Capital, LP is a quantitative fund whose holdings reflect models, not opinions, running a $702.6M US long book across 79 positions.

The portfolio is moderately concentrated (top 10 ≈ 41% of the book). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: TAPESTRY INC, ROSS STORES INC, ZEBRA TECHNOLOGIES CORP-CL A, RALPH LAUREN CORP, VIKING HOLDINGS LTD.

Over the last 9 quarters its long book ran on average 1.4pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-4.2%
Q2 2024
+7.7%
Q3 2024
+10.4%
Q4 2024
-9.9%
Q1 2025
+19.3%
Q2 2025
+8.6%
Q3 2025
-0.2%
Q4 2025
-3.8%
Q1 2026
+25.3%

Sector allocation

Industrials
28%
Other
20%
Consumer discretionary
20%
Services media
15%
Technology
11%
Financials
3%
Communications
2%

Long book by quarter

$1.49B
Q1 2024
$1.36B
Q2 2024
$1.24B
Q3 2024
$1.45B
Q4 2024
$1.03B
Q1 2025
$1.50B
Q2 2025
$1.58B
Q3 2025
$1.05B
Q4 2025
$702.6M
Q1 2026

What does Shellback Capital, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
TPR TAPESTRY INCOther271.5K$38.3M5.5%-43.3%
ROST ROSS STORES INCConsumer discretionary171.5K$37.2M5.3%-36.4%
ZBRA ZEBRA TECHNOLOGIES CORP-CL AIndustrials174.4K$36.5M5.2%New
RL RALPH LAUREN CORPOther90.5K$31.1M4.4%-41.8%
VIK VIKING HOLDINGS LTDIndustrials375.0K$27.6M3.9%New
HLT HILTON WORLDWIDE HOLDINGS INServices media90.0K$27.4M3.9%+63.6%
AS AMER SPORTS INCOther830.0K$27.3M3.9%-16.2%
COHR COHERENT CORPOther87.2K$20.8M3.0%New
SN SHARKNINJA INCIndustrials195.0K$20.7M2.9%-61.3%
AMD ADVANCED MICRO DEVICESTechnology100.0K$20.3M2.9%New
BROS DUTCH BROS INC-CLASS AConsumer discretionary347.0K$17.6M2.5%-3.3%
C CITIGROUP INCFinancials150.0K$17.0M2.4%New
BURL BURLINGTON STORES INCConsumer discretionary50.0K$16.3M2.3%-40.1%
GTES GATES INDUSTRIAL CORP PLCIndustrials702.1K$15.9M2.3%New
VSXY VICTORIA'S SECRET & COConsumer discretionary325.0K$15.1M2.1%+77.5%
CPA COPA HOLDINGS SA-CLASS AIndustrials120.0K$13.6M1.9%+139.8%
DHR DANAHER CORPTechnology70.6K$13.4M1.9%New
CPRI CAPRI HOLDINGS LTDOther716.0K$12.6M1.8%-18.9%
FDX FEDEX CORPIndustrials35.0K$12.5M1.8%New
META META PLATFORMS INC-CLASS ATechnology20.0K$11.4M1.6%New
LYV LIVE NATION ENTERTAINMENT INServices media70.0K$10.7M1.5%-14.5%
MAR MARRIOTT INTERNATIONAL -CL AServices media32.0K$10.5M1.5%+540.0%
MU MICRON TECHNOLOGY INCTechnology30.0K$10.1M1.4%New
MKSI MKS INCTechnology41.2K$9.5M1.3%+13.2%
EQPT EQUIPMENTSHARE.COM INC-AServices media445.7K$9.1M1.3%New
DOV DOVER CORPIndustrials42.5K$8.9M1.3%-57.2%
CART MAPLEBEAR INCServices media228.9K$8.6M1.2%+925.8%
ETN EATON CORP PLCIndustrials23.7K$8.5M1.2%New
DKS DICK'S SPORTING GOODS INCConsumer discretionary40.0K$7.9M1.1%-70.2%
LTH LIFE TIME GROUP HOLDINGS INCServices media294.2K$7.9M1.1%+7.3%
BOOT BOOT BARN HOLDINGS INCConsumer discretionary53.2K$7.8M1.1%-37.6%
SPOT SPOTIFY TECHNOLOGY SACommunications16.0K$7.8M1.1%-77.1%
CHDN CHURCHILL DOWNS INCServices media80.0K$7.2M1.0%-68.0%
ODFL OLD DOMINION FREIGHT LINEIndustrials36.4K$7.1M1.0%New
GPI GROUP 1 AUTOMOTIVE INCConsumer discretionary20.0K$6.6M0.9%-33.3%
W WAYFAIR INC- CLASS AConsumer discretionary80.4K$6.0M0.9%-37.4%
CFG CITIZENS FINANCIAL GROUPFinancials100.0K$6.0M0.9%New
XPO XPO INCIndustrials30.0K$5.8M0.8%New
KNX KNIGHT-SWIFT TRANSPORTATIONIndustrials100.0K$5.8M0.8%New
GOOGL ALPHABET INC-CL ATechnology20.0K$5.8M0.8%-55.6%
ROKU ROKU INCCommunications60.0K$5.7M0.8%-41.4%
RCL ROYAL CARIBBEAN CRUISES LTDIndustrials20.0K$5.5M0.8%New
AAOI APPLIED OPTOELECTRONICS INCTechnology65.0K$5.5M0.8%New
DAL DELTA AIR LINES INCIndustrials80.0K$5.3M0.8%New
DASH DOORDASH INC - AServices media35.0K$5.3M0.7%-30.0%
SAIA SAIA INCIndustrials13.8K$4.9M0.7%New
SPHR SPHERE ENTERTAINMENT COServices media40.0K$4.7M0.7%New
HZO MARINEMAX INCConsumer discretionary162.8K$4.4M0.6%-9.1%
BKNG BOOKING HOLDINGS INCIndustrials1.0K$4.2M0.6%-80.0%
TOL TOLL BROTHERS INCIndustrials30.0K$4.1M0.6%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202679$702.6M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202685$1.05B canonicalSEC ↗
Q3 202513F-HRNov 14, 2025104$1.58B canonicalSEC ↗
Q2 202513F-HRAug 14, 2025104$1.50B canonicalSEC ↗
Q1 202513F-HRMay 15, 202587$1.03B canonicalSEC ↗
Q4 202413F-HRFeb 14, 2025119$1.45B canonicalSEC ↗
Q3 202413F-HRNov 14, 202499$1.24B canonicalSEC ↗
Q2 202413F-HRAug 14, 2024118$1.36B canonicalSEC ↗
Q1 202413F-HRMay 15, 2024123$1.49B canonicalSEC ↗