SEC 13F Intelligence

Managers / Q3 2022 · view latest →

Prentice Capital Management, LP

CIK 0001326150 · 100 WEST PUTNAM AVENUE, SLAGLE HOUSE, GREENWICH, CT, 06830 · (212) 756-3560

Reported Value
$135M
Q3 2022
Positions
22
Filings on Record
26
2019–present window
Filed
Nov 14, 2022
original filing

Summary

Prentice Capital Management, LP reported $135M in U.S.-listed holdings across 22 positions for Q3 2022.

Its largest position, GPRO, represents 19.9% of the portfolio.

Compared with Q2 2022, the fund opened 6 new positions and exited 4.

Portfolio Metrics

Turnover
+13.5%
vs prior filed quarter
Top-10 Concentration
+80.6%
share of reported value
Largest Position
+19.9%
Gopro
New / Exited
6 / 4
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $212MQ4 ’19Q1 ’20: $211MQ2 ’20: $271MQ3 ’20: $263MQ4 ’20: $371MQ4 ’20Q1 ’21: $322MQ2 ’21: $419MQ3 ’21: $396MQ4 ’21: $462MQ4 ’21Q1 ’22: $422MQ2 ’22: $245MQ3 ’22: $135MQ4 ’22: $92MQ4 ’22Q1 ’23: $47MQ2 ’23: $31MQ3 ’23: $33MQ4 ’23: $43MQ4 ’23Q1 ’24: $42MQ2 ’24: $43MQ3 ’24: $45MQ4 ’24: $58MQ4 ’24Q1 ’25: $57MQ2 ’25: $60MQ3 ’25: $65MQ4 ’25: $63MQ4 ’25Q1 ’26: $46Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 85.7%Other: 14.3%
  • Common Stock · 85.7% · $116M
  • Other · 14.3% · $19M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SNAPSNAP INCNEW+1.35M1.35M+$13M$13M
TLRYEURTILRAY BRANDS INCNEW+1.06M1.06M+$3M$3M
JBLUJETBLUE AWYS CORPNEW+136.6K136.6K+$906,000$906,000
CANOPY GROWTH CORPNEW+321.0K321.0K+$876,000$876,000
WW6WW INTL INCNEW+70.1K70.1K+$275,000$275,000
HYDROFARMS HLDGS GROUP INCNEW+102.1K102.1K+$198,000$198,000
ROYAL CARIBBEAN GROUPADDED+109.9K181.3K+$4M$7M
SBUXSTARBUCKS CORPSOLD OUT100.0K0$8M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2022

22 positions
#IssuerClass% PortfolioValueShares
1GPROGOPRO INChistory →CL A19.87%$27M5.43M
2COTYCOTY INChistory →COM CL A10.27%$14M2.19M
3SNAPSNAP INChistory →CL A9.87%$13M1.35M
4GRPNGROUPON INChistory →COM NEW8.90%$12M1.51M
5UBERUBER TECHNOLOGIES INChistory →COM8.16%$11M415.1K
6LYFTLYFT INChistory →CL A COM6.70%$9M686.0K
7ROYAL CARIBBEAN GROUPCOM5.10%$7M181.3K
8CCL1EURCARNIVAL CORPhistory →COMMON STOCK5.04%$7M965.5K
9NORWEGIAN CRUISE LINE HLDG LSHS3.45%$5M409.2K
10HOGHARLEY DAVIDSON INChistory →COM3.29%$4M127.0K
11SDCCQSMILEDIRECTCLUB INChistory →CL A COM3.09%$4M4.60M
12WEWORK INCCL A3.05%$4M1.55M
13IMNMIMMUNOME INChistory →COM2.61%$4M791.8K
14LVSLAS VEGAS SANDS CORPhistory →COM2.43%$3M87.2K
15TLRYEURTILRAY BRANDS INChistory →COM CL 22.16%$3M1.06M
16ADVANTAGE SOLUTIONS INCCOM CL A1.89%$3M1.19M
17PENNPENN ENTERTAINMENT INChistory →COM1.50%$2M73.2K
18CHGGCHEGG INCCOM0.97%$1M61.8K
19JBLUJETBLUE AWYS CORPCOM0.67%$906,000136.6K
20CANOPY GROWTH CORPCOM0.65%$876,000321.0K
21WW6WW INTL INCCOMM0.20%$275,00070.1K
22HYDROFARMS HLDGS GROUP INCCOM0.15%$198,000102.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$46M23May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$63M25Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$65M18Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$60M31Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$57M27May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$58M22Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$45M27Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$43M22Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$42M21May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$43M21Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$33M20Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$31M21Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$47M24May 16, 202313F-HRchanges · EDGAR ↗
Q4 2022$92M26Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$135M22Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$245M20Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$422M26May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$462M19Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$396M25Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$419M24Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$322M23May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$371M27Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$263M21Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$271M20Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$211M28May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$212M20Feb 14, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.