0000929638-23-001479.txt : 20230515 0000929638-23-001479.hdr.sgml : 20230515 20230515160600 ACCESSION NUMBER: 0000929638-23-001479 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fund 1 Investments, LLC CENTRAL INDEX KEY: 0001959730 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23083 FILM NUMBER: 23922055 BUSINESS ADDRESS: STREET 1: 100 CARR 115 STREET 2: UNIT 1900 CITY: RINCON STATE: PR ZIP: 00677 BUSINESS PHONE: 804-363-4458 MAIL ADDRESS: STREET 1: 100 CARR 115 STREET 2: UNIT 1900 CITY: RINCON STATE: PR ZIP: 00677 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001959730 XXXXXXXX 03-31-2023 03-31-2023 false Fund 1 Investments, LLC

100 CARR 115 UNIT 1900 RINCON PR 00677

13F HOLDINGS REPORT 028-23083 N Benjamin C. Cable 804-363-4458 /s/ Benjamin C. Cable Florham Park NJ 05-15-2023 2 59 291300331 1 028-16756 005025102 Jonathan Lennon 2 028-16754 000304281 802-124842 Pleasant Lake Partners LLC INFORMATION TABLE 2 informationtable.xml 1 800 FLOWERS COM INC CL A 68243Q106 16844913 1464775 SH DFND 1,2 1464775 0 0 1 800 FLOWERS COM INC CL A 68243Q106 1235100 107400 SH Call DFND 1,2 107400 0 0 A K A BRANDS HLDG CORP COM 00152K101 215371 395393 SH DFND 1,2 395393 0 0 ALLBIRDS INC COM CL A 01675A109 36360 30300 SH DFND 1,2 30300 0 0 ALTERYX INC COM CL A 02156B103 1176800 20000 SH DFND 1,2 20000 0 0 AMAZON COM INC COM 023135106 2582250 25000 SH DFND 1,2 25000 0 0 ARDAGH METAL PACKAGING S A SHS L02235106 738480 181000 SH DFND 1,2 181000 0 0 ARHAUS INC COM CL A 04035M102 1971586 237827 SH DFND 1,2 237827 0 0 BASSETT FURNITURE INDS INC COM 070203104 87131 4895 SH DFND 1,2 4895 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15438500 50000 SH DFND 1,2 50000 0 0 BJS RESTAURANTS INC COM 09180C106 1006933 34555 SH DFND 1,2 34555 0 0 BRINKER INTL INC COM 109641100 3013400 79300 SH DFND 1,2 79300 0 0 CHILDRENS PL INC NEW COM 168905107 18548287 460827 SH DFND 1,2 460827 0 0 CITI TRENDS INC COM 17306X102 456480 24000 SH DFND 1,2 24000 0 0 CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 1882931 151361 SH DFND 1,2 151361 0 0 COTY INC COM CL A 222070203 3370336 279464 SH DFND 1,2 279464 0 0 DATADOG INC CL A COM 23804L103 494088 6800 SH DFND 1,2 6800 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 244654 6650 SH DFND 1,2 6650 0 0 DESTINATION XL GROUP INC COM 25065K104 10502859 1906145 SH DFND 1,2 1906145 0 0 EVERBRIDGE INC COM 29978A104 866750 25000 SH DFND 1,2 25000 0 0 EZCORP INC CL A NON VTG 302301106 526956 61274 SH DFND 1,2 61274 0 0 FARFETCH LTD ORD SH CL A 30744W107 1517691 309102 SH DFND 1,2 309102 0 0 FOOT LOCKER INC COM 344849104 1721474 43373 SH DFND 1,2 43373 0 0 FOSSIL GROUP INC COM 34988V106 321987 100621 SH DFND 1,2 100621 0 0 FRESHPET INC COM 358039105 613449 9268 SH DFND 1,2 9268 0 0 GOLDEN ENTMT INC COM 381013101 13588739 312313 SH DFND 1,2 312313 0 0 HANESBRANDS INC COM 410345102 1977266 375906 SH DFND 1,2 375906 0 0 HAVERTY FURNITURE COS INC COM 419596101 6807520 213335 SH DFND 1,2 213335 0 0 HERBALIFE NUTRITION LTD COM SHS G4412G101 15354329 953685 SH DFND 1,2 953685 0 0 HERBALIFE NUTRITION LTD COM SHS G4412G101 1626100 101000 SH Call DFND 1,2 101000 0 0 HIMS & HERS HEALTH INC COM CL A 433000106 3521600 355000 SH DFND 1,2 355000 0 0 J JILL INC COM 46620W201 23003007 883372 SH DFND 1,2 883372 0 0 KOHLS CORP COM 500255104 503756 21400 SH DFND 1,2 21400 0 0 MADISON SQUARE GRDN ENTERTNM CL A 55825T102 1181400 20000 SH DFND 1,2 20000 0 0 NEWS CORP NEW CL A 65249B109 2226483 128922 SH DFND 1,2 128922 0 0 NORDSTROM INC COM 655664100 976200 60000 SH DFND 1,2 60000 0 0 OCCIDENTAL PETE CORP COM 674599105 3433650 55000 SH DFND 1,2 55000 0 0 ONEWATER MARINE INC CL A COM 68280L101 808361 28901 SH DFND 1,2 28901 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 157500 15000 SH DFND 1,2 15000 0 0 PETIQ INC COM CL A 71639T106 560560 49000 SH DFND 1,2 49000 0 0 PINTEREST INC CL A 72352L106 2882439 105700 SH DFND 1,2 105700 0 0 PLAYA HOTELS & RESORTS NV SHS N70544106 9130570 951101 SH DFND 1,2 951101 0 0 PLBY GROUP INC COM 72814P109 376426 190114 SH DFND 1,2 190114 0 0 PROG HOLDINGS INC COM NPV 74319R101 1760389 73997 SH DFND 1,2 73997 0 0 PURPLE INNOVATION INC COM 74640Y106 432696 163900 SH DFND 1,2 163900 0 0 ROGERS CORP COM 775133101 1016044 6217 SH DFND 1,2 6217 0 0 ROSS STORES INC COM 778296103 298756 2815 SH DFND 1,2 2815 0 0 RUTHS HOSPITALITY GROUP INC COM 783332109 18473732 1125075 SH DFND 1,2 1125075 0 0 SALESFORCE COM INC COM 79466L302 998900 5000 SH DFND 1,2 5000 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 5301874 340300 SH DFND 1,2 340300 0 0 SIMPSON MFG INC COM 829073105 1363483 12436 SH DFND 1,2 12436 0 0 SONOS INC COM 83570H108 1988173 101334 SH DFND 1,2 101334 0 0 TILE SHOP HLDGS INC COM 88677Q109 20472000 4365032 SH DFND 1,2 4365032 0 0 TILLYS INC CL A 886885102 39214232 5086152 SH DFND 1,2 5086152 0 0 TORRID HLDGS INC COM 89142B107 217472 49879 SH DFND 1,2 49879 0 0 TURTLE BEACH CORP COM NEW 900450206 168176 16784 SH DFND 1,2 16784 0 0 VERA BRADLEY INC COM 92335C106 15396918 2570437 SH DFND 1,2 2570437 0 0 VIAD CORP COM 92552R406 2121429 101796 SH DFND 1,2 101796 0 0 VINCE HLDG CORP COM NEW 92719W207 8545390 1233101 SH DFND 1,2 1233101 0 0