PTON β€” PELOTON INTERACTIVE INC

Ownership history in Prentice Capital Management, LP  Β·  12 quarters on record

This page tracks every 13F SEC filing in which Prentice Capital Management, LP reported a position in PELOTON INTERACTIVE INC (PTON). 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
16.78% (2023 Q4)
πŸ“Š Avg. % of fund
9.8%
πŸ“… First filed
2023 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
12

Position Intelligence

Prentice Capital Management, LP Γ— PTON AI Analytics

πŸ“‰ Prentice Capital Management, LP underperformed the S&P 500 by –17.9% annually on this PTON position. Timing score: 36% (4/11 decisions correct). Average cost basis: $6.99. Maximum drawdown during holding period: –70.2%.

πŸ“ˆ Position Alpha vs SPY
-17.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 17.9% ann.
11 quarters analyzed

⏱️ Timing Score
36%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
4 of 11 add/trim decisions correct

πŸ’° Entry Quality
$6.99
-11.9% vs current ($6.16)

Best entry: $4.68 (2024 Q3)  Β·  Worst: $11.34 (2023 Q1)

πŸ›‘οΈ Drawdown Resilience
–70.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

6 adds Β· 6 trims. Bought during 2 of 6 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 5.42% 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)    PTON price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 557,960 -206,929 -27.1% 5.42% $3.4M $6.16
2025 Q3 ADDED 764,889 +195,527 +34.3% 10.51% $6.9M $9.00
2025 Q2 REDUCED 569,362 -113,365 -16.6% 6.58% $4.0M $6.94
2025 Q1 REDUCED 682,727 -306,590 -31.0% 7.54% $4.3M $6.32
2024 Q4 REDUCED 989,317 -232,656 -19.0% 14.83% $8.6M $8.70
2024 Q3 ADDED 1,221,973 +452,604 +58.8% 12.69% $5.7M $4.68
2024 Q2 REDUCED 769,369 -160,843 -17.3% 6.12% $2.6M $3.38
2024 Q1 REDUCED 930,212 -255,538 -21.6% 9.46% $4.0M $4.28
2023 Q4 ADDED 1,185,750 +576,997 +94.8% 16.78% $7.2M $6.09
2023 Q3 ADDED 608,753 +234,812 +62.8% 9.45% $3.1M $5.05
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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