Breaking down the stocks Worldly Partners bought, sold, and held in Q1 2025, including their holdings at the end of the quarter. All data sourced from Worldly Partners' 13F filed on May 12, 2025.
Who is Worldly Partners?
Founded by Arvind Navaratnam in 2020, Worldly Partners is a research-intensive, highly concentrated investment partnership for a select group of families, university endowments, and charitable foundations. Worldly Partners takes a multi-decade first principles approach to investing. Our approach is one of rigorous analysis, underpinned by independent and proprietary research contextualized by our deep study of business history. Worldly Partners is famous for their multi-decade studies on companies like IKEA, Epic Systems, Alphabet, and Mars, which have been used as core research for Acquired’s long-form podcast episodes on the companies.
WorldlyPartners.com
Q1 '25 13F filed with SEC
Portfolio Changes in Q1 2025
New positions
Worldly Partners did not establish any new positions during Q1 2025.
Bought
Worldly Partners added to two existing positions: increased Floor & Decor (FND) by 57,500 shares to 1,094,880 total shares, and added 372 shares to their Costco (COST) position, bringing it to 91,403 shares.
Sold
Worldly Partners did not trim any existing positions during the quarter, maintaining their share count in Cardlytics (CDLX) at 1,157,989 shares despite the stock's significant decline of over 50%.
Holdings at the end of Q1 2025
| Ticker | Company | Weight | Change | Value |
|---|---|---|---|---|
| FND | Floor & Decor | 49.9% | Added (+6%) | $88.1M |
| COST | Costco | 48.9% | Added (+0%) | $86.45M |
| CDLX | Cardlytics | 1.2% | $2.11M |
Disclaimer: All posts are for informational purposes only. They are NOT a recommendation to buy or sell the securities discussed. Please do your own research and due diligence before investing your money.
