Breaking down the stocks Worldly Partners bought, sold, and held in Q4 2024, including their holdings at the end of the quarter. All data sourced from Worldly Partners' 13F filed on February 14, 2025.
Who is Worldly Partners?
Worldly Partners is a research-intensive, highly concentrated, aligned 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. We seek to be very value-added partners to our portfolio companies. Arvind Navaratnam founded Worldly Partners in 2020.
Official 13F Report
Worldlypartners.com
Portfolio Changes in Q4 2024
New positions
Worldly Partners did not establish any new positions during Q4 2024.
Bought
Worldly Partners added to two existing positions: increasing their stake in Floor & Decor (FND) by 17,780 shares to 1,037,380 total shares, and adding 615 shares to their Costco (COST) position for a total of 91,031 shares.
Sold
Worldly Partners did not reduce or liquidate any positions during Q4 2024.
Holdings at the end of Q4 2024
| Ticker | Company | Weight | Change | Value |
|---|---|---|---|---|
| FND | Floor & Decor | 54.1% | Added (+2%) | $103.43M |
| COST | Costco | 43.6% | Added (+1%) | $83.41M |
| CDLX | Cardlytics | 2.2% | $4.3M |
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.
