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Monimus Capital Management, LP

CIK:0001848831
Hedge Fund
$169M AUM
54 holdings
Woodbridge, NJ, United States
Founded:2021
4 employees
Latest filing:Jun 30, 2025

Monimus Capital Management, LP is an SEC-registered investment adviser headquartered in Woodbridge, New Jersey. Founded in 2021, it operates as a boutique hedge fund with approximately 4 employees, primarily serving pooled investment vehicles. The firm manages assets and investment strategies for institutional and qualified clients, focusing on public equities and related instruments.

Investment Strategy

Monimus Capital Management, LP employs a fundamental, research-driven approach to investing in public equities, seeking value and growth across a diversified portfolio. The firm utilizes discretionary management to allocate capital with a focus on generating risk-adjusted returns. It is oriented primarily towards concentrated positions in US listed equities, leveraging deep company and industry analysis. Most capital is managed for pooled investment vehicles.

Latest 13F Filing Activity

Monimus Capital Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 50 equity positions with a total 13F market value of $138M. The fund increased holdings in Potbelly Corp., Alphabet Inc., Papa Johns Intl Inc. among other positions. Monimus Capital Management, LP reduced exposure to Micron Technology Inc., Five Below Inc., Jakks Pac Inc. among others.

Top Buys
P
PBPBPOTBELLY CORP
+$3.4M
G
GOOGLALPHABET INC
+$2.9M
P
PZZAPAPA JOHNS INTL INC
+$2.7M
D
DINDINE BRANDS GLOBAL INC
+$2.3M
F
FLRFLUOR CORP NEW
+$2.2M
Top Sells
M
MUMICRON TECHNOLOGY INC
-$3.7M
F
FIVEFIVE BELOW INC
-$3.2M
J
JAKKJAKKS PAC INC
-$3.1M
D
DKNGDRAFTKINGS INC NEW
-$2.8M
B
BIGCBIGCOMMERCE HLDGS INC
-$2.0M

Top Holdings

D
DLTRDOLLAR TREE INC
+7.5%$10.3M
P
PBPBPOTBELLY CORP
+6.0%$8.2M
P
PZZAPAPA JOHNS INTL INC
+4.1%$5.7M
I
IASINTEGRAL AD SCIENCE HLDNG CO
+4.0%$5.5M
M
MSGSMADISON SQUARE GRDN SPRT COR
+4.0%$5.5M

Equity Positions (50)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
DOLLAR TREE INC7.48%$10.3M103,877$75.05$99.04+$535.1K
POTBELLY CORP5.97%$8.2M671,095$10.12$12.25+$3.4M
PAPA JOHNS INTL INC4.12%$5.7M115,729$44.10$48.94+$2.7M
INTEGRAL AD SCIENCE HLDNG CO4.02%$5.5M665,465$8.82$8.31+$1.6M
MADISON SQUARE GRDN SPRT COR3.99%$5.5M26,290$224.25$208.95+$811.3K

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+16.1%
RETAIL-EATING PLACES
+13.7%
SERVICES-PREPACKAGED SOFTWARE
+8.6%
PHARMACEUTICAL PREPARATIONS
+6.6%
RETAIL-VARIETY STORES
+6.4%