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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 $2,466,720,000 across 34 holdings for the quarter ended 2013-12-31, in a 13F-HR filed 2014-02-14. Its ten largest share positions make up 44.16% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-14-001361

Period
2013-12-31
Reported value
$2.47B
Holdings
34
Top 10 weight
44.16%
New
10
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TMUSnew+3,329,620$112M
DRInew+1,754,690$95.4M
MENS WEARHOUSE INCnew+1,499,525$76.6M
LULUnew+1,290,660$76.2M
MICHAEL KORS HLDGS LTDnew+933,820$75.8M

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
AZOexited-258,985-$109M
EXPRESS SCRIPTS HLDG COexited-1,771,350-$109M
ROSTexited-1,270,198-$92.5M
MARexited-2,004,137-$84.3M
Googleexited-95,370-$83.5M

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, Q4 2013

Share positions as resolved from 13F-HR 0000919574-14-001361, largest first. % of portfolio is the value over $2,466,720,000, 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; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 2,335,163 shares; 2013Q3: 2,874,235 shares; 2013Q4: 2,874,235 shares 2,874,235$136M5.53%0
FOOT LOCKER INCFOOT LOCKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 3,347,514 shares; 2013Q3: 2,985,257 shares; 2013Q4: 2,985,257 shares 2,985,257$124M5.02%0
LAMAR ADVERTISINGLAMAR ADVERTISINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,597,659 shares; 2013Q3: 2,074,902 shares; 2013Q4: 2,189,894 shares 2,189,894$114M4.64%+114,992
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 3,329,620 shares 3,329,620$112M4.54%newTimeline
DIRECTVDIRECTVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,602,492 shares; 2013Q3: 1,602,492 shares; 2013Q4: 1,601,142 shares 1,601,142$111M4.48%-1,350
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,131,582 shares; 2013Q3: 477,348 shares; 2013Q4: 1,106,797 shares 1,106,797$107M4.33%+629,449Timeline
STARWOOD HOTELS&RESORTS WRLDSTARWOOD HOTELS&RESORTS WRLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,212,450 shares; 2013Q3: 1,306,499 shares; 2013Q4: 1,306,499 shares 1,306,499$104M4.21%0
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: 6,021,252 shares; 2013Q4: 5,389,179 shares 5,389,179$97.1M3.94%-632,073Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 1,754,690 shares 1,754,690$95.4M3.87%newTimeline
LIBERTY GLOBAL PLCLIBERTY GLOBAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,932,332 shares; 2013Q3: 1,395,432 shares; 2013Q4: 1,000,757 shares 1,000,757$89.1M3.61%-394,675
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: 353,055 shares; 2013Q4: 489,552 shares 489,552$86.4M3.5%+136,497Timeline
FOSLFOSSIL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 634,769 shares; 2013Q3: 475,622 shares; 2013Q4: 646,705 shares 646,705$77.6M3.14%+171,083Timeline
MENS WEARHOUSE INCMENS WEARHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 1,499,525 shares 1,499,525$76.6M3.11%new
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,574,466 shares; 2013Q3: 810,134 shares; 2013Q4: 905,686 shares 905,686$76.5M3.1%+95,552Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 2,191,318 shares; 2013Q3: 2,103,070 shares; 2013Q4: 1,668,426 shares 1,668,426$76.2M3.09%-434,644Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,326,271 shares; 2013Q3: not reported; 2013Q4: 1,290,660 shares 1,290,660$76.2M3.09%newTimeline
MICHAEL KORS HLDGS LTDMICHAEL KORS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,390,032 shares; 2013Q3: not reported; 2013Q4: 933,820 shares 933,820$75.8M3.07%new
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 4,805,993 shares; 2013Q3: not reported; 2013Q4: 1,384,507 shares 1,384,507$75.7M3.07%newTimeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 2,343,675 shares; 2013Q3: 2,630,147 shares; 2013Q4: 2,016,343 shares 2,016,343$74.8M3.03%-613,804Timeline
PANDORA MEDIA INCPANDORA MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: 2,913,222 shares; 2013Q4: 2,734,006 shares 2,734,006$72.7M2.95%-179,216
PRICELINE GRP INCPRICELINE GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 92,325 shares; 2013Q3: 57,774 shares; 2013Q4: 57,774 shares 57,774$67.2M2.72%0
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 2,296,807 shares; 2013Q3: 978,126 shares; 2013Q4: 1,065,481 shares 1,065,481$64.3M2.61%+87,355Timeline
AEROPOSTALE INCAEROPOSTALE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 3,554,969 shares; 2013Q3: 6,443,864 shares; 2013Q4: 6,443,864 shares 6,443,864$58.6M2.37%0
RESTORATION HARDWARE HLDGS IRESTORATION HARDWARE HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 513,224 shares; 2013Q3: 363,224 shares; 2013Q4: 792,295 shares 792,295$53.3M2.16%+429,071
LIBERTY GLOBAL PLCLIBERTY GLOBAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 623,009 shares; 2013Q3: 623,009 shares; 2013Q4: 623,009 shares 623,009$52.5M2.13%0
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 345,202 shares 345,202$51.9M2.11%newTimeline
TIM HORTONS INCTIM HORTONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,053,790 shares; 2013Q3: 1,193,790 shares; 2013Q4: 856,679 shares 856,679$50M2.03%-337,111
ZYNGA INC.ZYNGA INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 26,926,829 shares; 2013Q3: 20,148,830 shares; 2013Q4: 11,441,308 shares 11,441,308$43.5M1.76%-8,707,522
JOS A BANK CLOTHIERS INCJOS A BANK CLOTHIERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 741,684 shares 741,684$40.6M1.65%new
GREEN MTN COFFEE ROASTERS INGREEN MTN COFFEE ROASTERS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 462,818 shares 462,818$35M1.42%new
HLFHERBALIFE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 2,120,258 shares; 2013Q3: 768,252 shares; 2013Q4: 400,000 shares 400,000$31.5M1.28%-368,252Timeline
PENNEY J C INCPENNEY J C INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 5,423,692 shares; 2013Q3: not reported; 2013Q4: 3,206,127 shares 3,206,127$29.3M1.19%new
ARCOARCOS DORADOS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 1,630,903 shares; 2013Q3: 1,235,237 shares; 2013Q4: 2,045,048 shares 2,045,048$24.8M1%+809,811Timeline
ZUMZZUMIEZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q1: restricted; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: restricted; 2013Q2: 707,532 shares; 2013Q3: 707,532 shares; 2013Q4: 245,782 shares 245,782$6.39M0.26%-461,750Timeline

Sold out in Q4 2013

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

SecurityShares beforeValue beforeType
AZOAUTOZONE INC258,985$109Mshares
EXPRESS SCRIPTS HLDG COEXPRESS SCRIPTS HLDG CO1,771,350$109Mshares
ROSTROSS STORES INC1,270,198$92.5Mshares
MARMARRIOTT INTL INC NEW2,004,137$84.3Mshares
GoogleGoogle95,370$83.5Mshares
AMZNAMAZON COM INC252,956$79.1Mshares
CHICOS FAS INCCHICOS FAS INC3,858,863$64.3Mshares
RHPRYMAN HOSPITALITY PPTYS INC1,647,929$56.9Mshares
SBHSALLY BEAUTY HLDGS INC2,027,979$53.1Mshares

How Q4 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 0000919574-14-001361 base2014-02-14acceptance time not in the bulk data set