FIVE β€” FIVE BELOW INC

Ownership history in MAVERICK CAPITAL LTD  Β·  22 quarters on record

This page tracks every 13F SEC filing in which MAVERICK CAPITAL LTD reported a position in FIVE BELOW INC (FIVE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.29% (2018 Q1)
πŸ“Š Avg. % of fund
0.08%
πŸ“… First filed
2017 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
22

Position Intelligence

MAVERICK CAPITAL LTD Γ— FIVE AI Analytics

πŸ“ˆ MAVERICK CAPITAL LTD outperformed the S&P 500 by +16.5% annually on this FIVE position. Timing score: 52% (11/21 decisions correct). Average cost basis: $83.95. Maximum drawdown during holding period: –64.8%.

πŸ“ˆ Position Alpha vs SPY
+16.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 16.5% per year on this position.
21 quarters analyzed

⏱️ Timing Score
52%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
11 of 21 add/trim decisions correct

πŸ’° Entry Quality
$83.95
+84.3% vs current ($154.70)

Best entry: $49.37 (2017 Q2)  Β·  Worst: $213.16 (2023 Q4)

πŸ›‘οΈ Drawdown Resilience
–64.8%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

11 adds Β· 11 trims. Bought during 4 of 6 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.03% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    FIVE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 14,423 -5,037 -25.9% 0.03% $2.2M $154.70
2025 Q2 REDUCED 19,460 -70,561 -78.4% 0.04% $2.6M $131.18
2025 Q1 ADDED 90,021 +75,624 +525.3% 0.12% $6.7M $74.93
2023 Q4 ADDED 14,397 +9,229 +178.6% 0.06% $3.1M $213.16
2023 Q3 REDUCED 5,168 -5,247 -50.4% 0.02% $832K $160.90
2023 Q2 REDUCED 10,415 -12,607 -54.8% 0.04% $2.0M $196.54
2023 Q1 REDUCED 23,022 -12,277 -34.8% 0.12% $4.7M $205.97
2022 Q4 ADDED 35,299 +14,523 +69.9% 0.14% $6.2M $176.87
2022 Q3 REDUCED 20,776 -32,175 -60.8% 0.06% $2.9M $137.67
2022 Q2 ADDED 52,951 +23,075 +77.2% 0.15% $6.0M $113.43
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FIVE

As of 2025 Q4 β€” sorted by position size

Pacifica Capital Investments, LLC 3Y 7Y 30.63% Hook Mill Capital Partners, LP 3Y 7.64% Tabor Asset Management, LP 3Y 7.28% SEMPER AUGUSTUS INVESTMENTS GROUP LLC 3Y 7Y 5.75% Giverny Capital Inc. 3Y 7Y 4.01% Western Standard LLC 3Y 7Y 3.53% Range Rock Capital, LLC 3.03% RIVERBRIDGE PARTNERS LLC 3Y 7Y 2.88% Bullseye Asset Management LLC 3Y 2.7% Summit Creek Advisors LLC 3Y 7Y 2.59%
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