Sycamore Partners Management, L.P.
NEW YORK, NY
$110m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 0.5% of the portfolio this quarter.
Value
$110m
Stocks
2
Top 10 share
100.0%
Turnover
0.5%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Fossil GroupFOSL0.6% of the fund-42%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Torrid HoldingsCURV | 99.4% | $109m | 58,295,694 | Held |
| Fossil GroupFOSL | 0.6% | $685,228 | 165,514 | -42% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 36.2% since 30 June 2025.
Where the money is
Retail & consumer99.4%
Industrials0.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.