WORLDLY PARTNERS MANAGEMENT, LLC

NEEDHAM, MA · CIK 0001904574

Portfolio Value: $134.11M

Positions: 3

Period: 2025-12-31

Filed: 2026-02-13

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

New positions

Added to

Trimmed

Exited

WORLDLY PARTNERS MANAGEMENT, LLC Q4 2025 13F Filing Summary

WORLDLY PARTNERS MANAGEMENT, LLC (NEEDHAM, MA) reported a portfolio value of $134.11M across 3 positions in their Q4 2025 SEC 13F filing (period ending 2025-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: FND$72.07M·COST$60.71M·CDLXEUR$1.33M

Holdings Heatmap

FND53.7% · $72.07M COST45.3% · $60.71M-15.8%

CDLXEUR1.0% · $1.33M

Top 3 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Reductions1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	FNDFLOOR & DECOR HLDGS INC	$72.07M	1,183,580	53.74%	-
2	COSTCOSTCO WHSL CORP NEW	$60.71M	70,401	45.27%	-15.8%
3	CDLXEURCARDLYTICS INC	$1.33M	1,157,989	0.99%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
COSTCOSTCO WHSL CORP NEW	$60.71M	70,401	-13.2K	-15.8%

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