Berylson Capital Partners, LLC Top Holdings and 13F Report (2021) → Nvidia is about to pass Apple (From Weiss Ratings) (Ad) About Berylson Capital Partners, LLCInvestment ActivityBerylson Capital Partners, LLC has $49.95 million in total holdings as of September 30, 2021.Berylson Capital Partners, LLC owns shares of 24 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 48.59% of the portfolio was purchased this quarter.About 59.26% of the portfolio was sold this quarter.This quarter, Berylson Capital Partners, LLC has purchased 27 new stocks and bought additional shares in 4 stocks.Berylson Capital Partners, LLC sold shares of 3 stocks and completely divested from 11 stocks this quarter.Largest Holdings CORPAY INC $8,249,743Hilton Grand Vacations $4,201,690RXO $3,636,981BILL $2,790,032CS Disco $2,297,286 Largest New Holdings this Quarter CORPAY INC $8,249,743 HoldingRXO $3,636,981 HoldingCamping World $2,197,365 HoldingCCC Intelligent Solutions $1,973,400 HoldingBilibili $1,892,800 Holding Largest Purchases this Quarter CORPAY INC 26,738 shares (about $8.25M)RXO 166,300 shares (about $3.64M)Camping World 78,900 shares (about $2.20M)CCC Intelligent Solutions 165,000 shares (about $1.97M)Bilibili 169,000 shares (about $1.89M) Largest Sales this Quarter Toast 153,600 shares (about $3.83M)Warby Parker 94,000 shares (about $1.28M)SEA 12,400 shares (about $666.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBerylson Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCORPAY INC$8,249,743$8,249,743 ▲New Holding26,73816.5%COM SHSHGVHilton Grand Vacations$4,201,690$198,282 ▲5.0%89,0008.4%Consumer DiscretionaryRXORXO$3,636,981$3,636,981 ▲New Holding166,3007.3%TransportationBILLBILL$2,790,032$377,960 ▲15.7%40,6005.6%Computer and TechnologyLAWCS Disco$2,297,2860.0%282,5694.6%Computer and TechnologyCDLXCardlytics$2,282,1750.0%157,5004.6%Business ServicesASANAsana$2,210,423$537,503 ▲32.1%142,7004.4%Computer and TechnologyCWHCamping World$2,197,365$2,197,365 ▲New Holding78,9004.4%Consumer DiscretionaryNPWRNET Power$2,038,810$569,500 ▲38.8%179,0004.1%Oils/EnergyCCCSCCC Intelligent Solutions$1,973,400$1,973,400 ▲New Holding165,0004.0%FinanceLSPDLightspeed Commerce$1,947,3100.0%138,5003.9%Business ServicesBILIBilibili$1,892,800$1,892,800 ▲New Holding169,0003.8%Computer and TechnologyLESLLeslie's$1,820,000$1,820,000 ▲New Holding280,0003.6%Consumer StaplesFLFoot Locker$1,812,600$1,812,600 ▲New Holding63,6003.6%Retail/WholesaleBKDBrookdale Senior Living$1,586,4000.0%240,0003.2%MedicalSESEA$1,584,445$666,004 ▼-29.6%29,5003.2%Computer and TechnologySTNEStoneCo$1,511,5100.0%91,0003.0%Computer and TechnologyTOSTToast$1,395,520$3,827,712 ▼-73.3%56,0002.8%Computer and TechnologyWRBYWarby Parker$1,279,340$1,279,340 ▼-50.0%94,0002.6%MedicalFSLYFastly$1,193,2400.0%92,0002.4%Computer and TechnologyZZillow Group$1,004,868$1,004,868 ▲New Holding20,6002.0%FinanceBIOXBioceres Crop Solutions$633,0000.0%50,0001.3%Consumer StaplesASNDAscendis Pharma A/S$393,0420.0%2,6000.8%MedicalWGSWWGeneDx$18,3330.0%333,3330.0%MedicalFLTFLEETCOR Technologies$0$8,372,039 ▼-100.0%00.0%Business ServicesJDJD.com$0$3,359,907 ▼-100.0%00.0%Retail/WholesaleRHRH$0$2,652,468 ▼-100.0%00.0%Consumer StaplesPLNTPlanet Fitness$0$2,606,100 ▼-100.0%00.0%Consumer DiscretionaryCFLTConfluent$0$1,998,360 ▼-100.0%00.0%Business ServicesPARAParamount Global$0$1,168,410 ▼-100.0%00.0%Consumer DiscretionaryGDSGDS$0$1,048,800 ▼-100.0%00.0%Business ServicesCHWYChewy$0$992,460 ▼-100.0%00.0%Consumer StaplesLAZYLazydays$0$909,450 ▼-100.0%00.0%Consumer DiscretionaryGLBEGlobal-E Online$0$665,784 ▼-100.0%00.0%Retail/WholesaleBLNDBlend Labs$0$52,224 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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