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Disclosery

TIGER CONSUMER MANAGEMENT, LP

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13F filer, CIK 1385534, New York, NY

TIGER CONSUMER MANAGEMENT, LP reported $2,410,051,000 across 33 holdings for the quarter ended 2013-09-30, in a 13F-HR filed 2013-11-14. Its ten largest share positions make up 43.25% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-13-006416

Period
2013-09-30
Reported value
$2.41B
Holdings
33
Top 10 weight
43.25%
New
7
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AZOnew+258,985$109M
NWSAnew+6,021,252$96.7M
MARnew+2,004,137$84.3M
AMZNnew+252,956$79.1M
PANDORA MEDIA INCnew+2,913,222$73.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
METAexited-4,805,993-$120M
HLFreduced-1,352,006-$94.3M
PENNEY J C INCexited-5,423,692-$92.6M
EXPEexited-1,495,614-$90M
LULUexited-1,326,271-$86.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2013

Share positions as resolved from 13F-HR 0000919574-13-006416, largest first. % of portfolio is the value over $2,410,051,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CATAMARAN CORPCATAMARAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 2,335,163 shares; 2013Q3: 2,874,235 shares 2,874,235$132M5.48%+539,072
LIBERTY GLOBAL PLCLIBERTY GLOBAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,932,332 shares; 2013Q3: 1,395,432 shares 1,395,432$111M4.59%-536,900
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: 258,985 shares 258,985$109M4.54%newTimeline
EXPRESS SCRIPTS HLDG COEXPRESS SCRIPTS HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,235,312 shares; 2013Q3: 1,771,350 shares 1,771,350$109M4.54%+536,038
FOOT LOCKER INCFOOT LOCKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 3,347,514 shares; 2013Q3: 2,985,257 shares 2,985,257$101M4.2%-362,257
LAMAR ADVERTISINGLAMAR ADVERTISINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,597,659 shares; 2013Q3: 2,074,902 shares 2,074,902$97.6M4.05%+477,243
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 2,343,675 shares; 2013Q3: 2,630,147 shares 2,630,147$96.7M4.01%+286,472Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: 6,021,252 shares 6,021,252$96.7M4.01%newTimeline
DIRECTVDIRECTVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,602,492 shares; 2013Q3: 1,602,492 shares 1,602,492$95.8M3.97%0
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,084,462 shares; 2013Q3: 1,270,198 shares 1,270,198$92.5M3.84%+185,736Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 2,191,318 shares; 2013Q3: 2,103,070 shares 2,103,070$87.6M3.63%-88,248Timeline
STARWOOD HOTELS&RESORTS WRLDSTARWOOD HOTELS&RESORTS WRLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,212,450 shares; 2013Q3: 1,306,499 shares 1,306,499$86.8M3.6%+94,049
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: 2,004,137 shares 2,004,137$84.3M3.5%newTimeline
GoogleGoogleQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 66,671 shares; 2013Q3: 95,370 shares 95,370$83.5M3.47%+28,699
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: 252,956 shares 252,956$79.1M3.28%newTimeline
ZYNGA INC.ZYNGA INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 26,926,829 shares; 2013Q3: 20,148,830 shares 20,148,830$74M3.07%-6,777,999
PANDORA MEDIA INCPANDORA MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: 2,913,222 shares 2,913,222$73.2M3.04%new
TIM HORTONS INCTIM HORTONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,053,790 shares; 2013Q3: 1,193,790 shares 1,193,790$69.2M2.87%+140,000
CHICOS FAS INCCHICOS FAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 4,408,528 shares; 2013Q3: 3,858,863 shares 3,858,863$64.3M2.67%-549,665
AEROPOSTALE INCAEROPOSTALE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 3,554,969 shares; 2013Q3: 6,443,864 shares 6,443,864$60.6M2.51%+2,888,895
PRICELINE GRP INCPRICELINE GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 92,325 shares; 2013Q3: 57,774 shares 57,774$58.4M2.42%-34,551
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: 353,055 shares 353,055$58.2M2.41%newTimeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,131,582 shares; 2013Q3: 477,348 shares 477,348$57M2.37%-654,234Timeline
RHPRYMAN HOSPITALITY PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 2,063,095 shares; 2013Q3: 1,647,929 shares 1,647,929$56.9M2.36%-415,166Timeline
FOSLFOSSIL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 634,769 shares; 2013Q3: 475,622 shares 475,622$55.3M2.29%-159,147Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 2,296,807 shares; 2013Q3: 978,126 shares 978,126$55.2M2.29%-1,318,681Timeline
HLFHERBALIFE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 2,120,258 shares; 2013Q3: 768,252 shares 768,252$53.6M2.22%-1,352,006Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,574,466 shares; 2013Q3: 810,134 shares 810,134$53.4M2.22%-764,332Timeline
SBHSALLY BEAUTY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: 2,027,979 shares 2,027,979$53.1M2.2%newTimeline
LIBERTY GLOBAL PLCLIBERTY GLOBAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 623,009 shares; 2013Q3: 623,009 shares 623,009$47M1.95%0
RESTORATION HARDWARE HLDGS IRESTORATION HARDWARE HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 513,224 shares; 2013Q3: 363,224 shares 363,224$23M0.95%-150,000
ZUMZZUMIEZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 707,532 shares; 2013Q3: 707,532 shares 707,532$19.5M0.81%0Timeline
ARCOARCOS DORADOS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2011Q4: restricted; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,630,903 shares; 2013Q3: 1,235,237 shares 1,235,237$14.6M0.61%-395,666Timeline

Sold out in Q3 2013

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
METAMETA PLATFORMS INC4,805,993$120Mshares
PENNEY J C INCPENNEY J C INC5,423,692$92.6Mshares
EXPEEXPEDIA GROUP INC1,495,614$90Mshares
LULULULULEMON ATHLETICA INC1,326,271$86.9Mshares
MICHAEL KORS HLDGS LTDMICHAEL KORS HLDGS LTD1,390,032$86.2Mshares
YAHOO INCYAHOO INC2,816,556$70.8Mshares
EBAYEBAY INC.1,086,819$56.2Mshares
PANERA BREAD COPANERA BREAD CO300,146$55.8Mshares
PIER 1 IMPORTS INCPIER 1 IMPORTS INC2,317,470$54.4Mshares
STARZSTARZ2,227,896$49.2Mshares
VERIFONE SYS INCVERIFONE SYS INC2,273,860$38.2Mshares
GPIGROUP 1 AUTOMOTIVE INC422,848$27.2Mshares

How Q3 2013 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-13-006416 base2013-11-14acceptance time not in the bulk data set