Skip to content
Disclosery

WORLDLY PARTNERS MANAGEMENT, LLC

Follow

13F filer, CIK 1904574, NEEDHAM, MA

WORLDLY PARTNERS MANAGEMENT, LLC reported $134,109,471 across 3 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001904574-26-000001

Period
2025-12-31
Reported value
$134M
Holdings
3
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
COSTreduced-13,240-$11.4M

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 2025

Share positions as resolved from 13F-HR 0001904574-26-000001, largest first. % of portfolio is the value over $134,109,471, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019,600 shares; 2024Q4: 1,037,380 shares; 2025Q1: 1,094,880 shares; 2025Q2: 1,183,580 shares; 2025Q3: 1,183,580 shares; 2025Q4: 1,183,580 shares 1,183,580$72.1M53.74%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,416 shares; 2024Q4: 91,031 shares; 2025Q1: 91,403 shares; 2025Q2: 91,519 shares; 2025Q3: 83,641 shares; 2025Q4: 70,401 shares 70,401$60.7M45.27%-13,240Timeline
CDLXCARDLYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157,989 shares; 2024Q4: 1,157,989 shares; 2025Q1: 1,157,989 shares; 2025Q2: 1,157,989 shares; 2025Q3: 1,157,989 shares; 2025Q4: 1,157,989 shares 1,157,989$1.33M0.99%0Timeline

How Q4 2025 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 0001904574-26-000001 base2026-02-13acceptance time not in the bulk data set