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Prentice Capital Management, LP

CIK:0001326150
Hedge Fund
$216M AUM
31 holdings
New York, NY, United States
Founded:2005
5 employees
Latest filing:Jun 30, 2025

Prentice Capital Management, LP is a hedge fund headquartered in New York, NY, USA, founded in 2005. The firm primarily manages investment advisory services for privately placed pooled investment vehicles and institutional clients. As a boutique firm, Prentice Capital is relatively small, employing approximately 5 professionals, and serves a select group of investors including high-net-worth individuals, family offices, and institutional allocators.

Investment Strategy

Prentice Capital Management, LP primarily pursues long/short equity strategies, focusing on fundamental research to identify undervalued and overvalued securities. The firm allocates capital across various sectors, aiming to generate alpha through both directional positions and arbitrage opportunities. Their approach emphasizes risk management and seeks to protect downside while capturing upside potential through disciplined investment selection and active portfolio management.

Latest 13F Filing Activity

Prentice Capital Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 28 equity positions with a total 13F market value of $60M. The fund increased holdings in Lennar Corp., Nextnav Inc., Coty Inc. among other positions. Prentice Capital Management, LP reduced exposure to Wayfair Inc., Boeing Co., Groupon Inc. among others.

Top Buys
L
LENLENNAR CORP
+$2.8M
N
NNNEXTNAV INC
+$2.6M
C
COTYCOTY INC
+$1.9M
B
BMBLBUMBLE INC
+$1.4M
K
KBHKB HOME
+$1.3M
Top Sells
W
WWAYFAIR INC
-$4.8M
B
BABOEING CO
-$3.2M
G
GRPNGROUPON INC
-$3.1M
A
AALAMERICAN AIRLS GROUP INC
-$2.1M
D
DECKDECKERS OUTDOOR CORP
-$1.1M

Top Holdings

G
GRPNGROUPON INC
+16.1%$9.7M
S
SNAPSNAP INC
+12.1%$7.2M
N
NNNEXTNAV INC
+10.9%$6.6M
B
BMBLBUMBLE INC
+6.6%$4.0M
P
PTONPELOTON INTERACTIVE INC
+6.6%$4.0M

Equity Positions (28)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
GROUPON INC16.14%$9.7M289,612$14.41$33.45-$3.1M
SNAP INC12.06%$7.2M833,145$10.79$8.69+$1.3M
NEXTNAV INC10.94%$6.6M432,022$9.18$15.20+$2.6M
BUMBLE INC6.59%$4.0M600,150$5.27$6.59+$1.4M
PELOTON INTERACTIVE INC6.58%$4.0M569,362$6.48$6.94-$363.5K

Industry Allocation

AIR TRANSPORTATION, SCHEDULED
+20.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+19.4%
SPORTING & ATHLETIC GOODS, NEC
+15.2%
SERVICES-ADVERTISING AGENCIES
+12.6%
SEARCH, DETECTION, NAVIGATION, GUIDANCE, AERONAUTICAL SYS
+9.7%

Investment Team (2)

NameRoleLocationLinkedIn
J
John Wahlstedt
AnalystGreenwich, CT , United States
P
Patrick O'Grady
analystNew York, NY , United States