WORLDLY PARTNERS MANAGEMENT, LLC

NEEDHAM, MA · CIK 0001904574

Portfolio Value: $118.43M

Positions: 3

Period: 2026-03-31

Filed: 2026-05-12

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 Q1 2026 13F Filing Summary

WORLDLY PARTNERS MANAGEMENT, LLC (NEEDHAM, MA) reported a portfolio value of $118.43M across 3 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: FND$67.52M·COST$49.70M·CDLXEUR$1.22M

Holdings Heatmap

FND57.0% · $67.52M+12.3%COST42.0% · $49.70M-29.2%

CDLXEUR1.0% · $1.22M

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

Largest Trades This Quarter

Largest Adds1

FND

FLOOR & DECOR HLDGS INC

Largest Reductions1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	FNDFLOOR & DECOR HLDGS INC	$67.52M	1,329,180	57.01%	+12.3%
2	COSTCOSTCO WHSL CORP NEW	$49.70M	49,874	41.96%	-29.2%
3	CDLXEURCARDLYTICS INC	$1.22M	1,157,989	1.03%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
FNDFLOOR & DECOR HLDGS INC	$67.52M	1,329,180	+145.6K	+12.3%

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