13F-HR filed by Empirical Capital Management, LLC
Empirical Capital Management, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-20, with 17 holding rows worth $365,928,000.
- Accession
- 0001642274-26-000006
- Filer
- CIK 1642274
- Filed
- 2026-07-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 33 entries on the cover page, a total value of $365,928,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $365,928,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-16893. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 391,376 | $97,835,000 | thousands, detected and multiplied | |
| ROKU INC COM CL A | 77543R102 | Stock | 443,361 | $61,246,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 100,500 | $35,916,000 | thousands, detected and multiplied | |
| Costco Wholesale Corporation | 22160K105 | COM | 31,350 | $29,327,000 | thousands, detected and multiplied | |
| Amazon.com, Inc | 023135106 | COM | 121,600 | $28,982,000 | thousands, detected and multiplied | |
| REDDIT INC CL A | 75734B100 | Stock | 156,800 | $27,217,000 | thousands, detected and multiplied | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 79,900 | $23,126,000 | thousands, detected and multiplied | |
| Walmart Inc. | 931142103 | COM | 170,000 | $19,254,000 | thousands, detected and multiplied | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 127,000 | $14,817,000 | thousands, detected and multiplied | |
| TJX Companies Inc | 872540109 | COM | 77,500 | $11,741,000 | thousands, detected and multiplied | |
| GENERAC HLDGS INC | 368736104 | COM | 18,000 | $5,271,000 | thousands, detected and multiplied | |
| TRIUMPH FINANCIAL INC | 89679E300 | COM | 50,001 | $3,816,000 | thousands, detected and multiplied | |
| FOX CORP CL A COM | 35137L105 | Stock | 63,400 | $3,308,000 | thousands, detected and multiplied | |
| Tesla Motors, Inc | 88160R101 | COM | 6,000 | $2,524,000 | thousands, detected and multiplied | |
| XPO INC COM | 983793100 | Stock | 5,000 | $1,026,000 | thousands, detected and multiplied | |
| WERNER ENTERPRISES INC | 950755108 | COM | 6,000 | $262,000 | thousands, detected and multiplied | |
| HIMS & HERS HEALTH INC | 433000106 | COM CL A | 7,500 | $260,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001642274-26-000006 | this filing | 2026-07-20 | acceptance time not in the bulk data set |