SEC 13F Intelligence

Melvin Capital Management LP / AAP

Melvin Capital Management LP’s Advance Auto Parts Inc Position

Does Melvin Capital Management LP own Advance Auto Parts Inc (AAP)? Not currently — the last reported position was 360.5K shares worth $75M in Q1 2022; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$75M
Q1 2022
Shares
360.5K
% of Portfolio
+0.76%
Quarters Held
11
position exited

Position History AAP

Reported value by quarter
Q1 ’19: $184MQ1 ’19Q2 ’19: $247MQ3 ’19: $323MQ3 ’19Q4 ’19: $430MQ1 ’20: $309MQ1 ’20Q2 ’20: $551MQ3 ’20: $572MQ3 ’20Q4 ’20: $435MQ1 ’21: $234MQ1 ’21Q4 ’21: $274MQ1 ’22: $75MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2022360.5K$75M+0.76%
Q4 20211.14M$274M+1.34%
Q1 20211.27M$234M+1.34%
Q4 20202.76M$435M+1.83%
Q3 20203.73M$572M+2.85%
Q2 20203.87M$551M+3.26%
Q1 20203.32M$309M+2.47%
Q4 20192.68M$430M+3.53%
Q3 20191.96M$323M+2.62%
Q2 20191.60M$247M+2.53%
Q1 20191.08M$184M+2.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Melvin Capital Management LP’s full portfolio or all institutional holders of AAP.