0000929638-23-002273.txt : 20230814 0000929638-23-002273.hdr.sgml : 20230814 20230814160308 ACCESSION NUMBER: 0000929638-23-002273 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231169652 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 06-30-2023 06-30-2023 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 08-14-2023 2 66 242775057 1 028-16756 005025102 Jonathan Lennon 2 028-16754 000304281 802-124842 Pleasant Lake Partners LLC INFORMATION TABLE 2 informationtable.xml ACADEMY SPORTS & OUTDOORS IN COM 00402L107 4865 90 SH DFND 1,2 90 0 0 ACM RESH INC COM CL A 00108J109 1072128 81967 SH DFND 1,2 81967 0 0 A K A BRANDS HLDG CORP COM 00152K101 170019 395393 SH DFND 1,2 395393 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 833500 10000 SH DFND 1,2 10000 0 0 ALLBIRDS INC COM CL A 01675A109 38178 30300 SH DFND 1,2 30300 0 0 ALPHABET INC CAP STK CL C 02079K107 1209700 10000 SH DFND 1,2 10000 0 0 ALTERYX INC COM CL A 02156B103 1362000 30000 SH DFND 1,2 30000 0 0 AMAZON COM INC COM 023135106 14339600 110000 SH DFND 1,2 110000 0 0 AMERICAN EAGLE OUTFITTERS IN COM 02553E106 1062000 90000 SH DFND 1,2 90000 0 0 ARDAGH METAL PACKAGING S A SHS L02235106 680560 181000 SH DFND 1,2 181000 0 0 ARHAUS INC COM CL A 04035M102 2929026 280827 SH DFND 1,2 280827 0 0 BASSETT FURNITURE INDS INC COM 070203104 73621 4895 SH DFND 1,2 4895 0 0 BORR DRILLING LTD SHS G1466R173 1024080 136000 SH DFND 1,2 136000 0 0 BUCKLE INC COM 118440106 72660 2100 SH DFND 1,2 2100 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 2250303 62700 SH DFND 1,2 62700 0 0 CARDLYTICS INC COM 14161W105 433571 68603 SH DFND 1,2 68603 0 0 CARVANA CO CL A 146869102 1794234 69222 SH DFND 1,2 69222 0 0 CHILDRENS PL INC NEW COM 168905107 12855508 553878 SH DFND 1,2 553878 0 0 CITI TRENDS INC COM 17306X102 5679915 321626 SH DFND 1,2 321626 0 0 CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 1232957 88384 SH DFND 1,2 88384 0 0 DESIGNER BRANDS INC CL A 250565108 1533645 151846 SH DFND 1,2 151846 0 0 DESTINATION XL GROUP INC COM 25065K104 9361832 1910578 SH DFND 1,2 1910578 0 0 EVERBRIDGE INC COM 29978A104 672500 25000 SH DFND 1,2 25000 0 0 EZCORP INC CL A NON VTG 302301106 999516 119274 SH DFND 1,2 119274 0 0 FARFETCH LTD ORD SH CL A 30744W107 1063475 176072 SH DFND 1,2 176072 0 0 FIVERR INTL LTD ORD SHS M4R82T106 520200 20000 SH DFND 1,2 20000 0 0 FOOT LOCKER INC COM 344849104 2574718 94973 SH DFND 1,2 94973 0 0 FOSSIL GROUP INC COM 34988V106 258596 100621 SH DFND 1,2 100621 0 0 G III APPAREL GROUP LTD COM 36237H101 50988 2646 SH DFND 1,2 2646 0 0 GOLDEN ENTMT INC COM 381013101 7214805 172603 SH DFND 1,2 172603 0 0 GROUPON INC COM NEW 399473206 317367 53700 SH DFND 1,2 53700 0 0 HERBALIFE LTD COM SHS G4412G101 11523553 870359 SH DFND 1,2 870359 0 0 HERBALIFE LTD COM SHS G4412G101 10592000 800000 SH Call DFND 1,2 800000 0 0 HIBBETT INC COM 428567101 489734 13495 SH DFND 1,2 13495 0 0 J JILL INC COM 46620W201 23746583 1108100 SH DFND 1,2 1108100 0 0 MACYS INC COM 55616P104 882750 55000 SH DFND 1,2 55000 0 0 NORDSTROM INC COM 655664100 1330550 65000 SH DFND 1,2 65000 0 0 OCCIDENTAL PETE CORP COM 674599105 2940000 50000 SH DFND 1,2 50000 0 0 1 800 FLOWERS COM INC CL A 68243Q106 5804074 744112 SH DFND 1,2 744112 0 0 ONEWATER MARINE INC CL A COM 68280L101 1047372 28901 SH DFND 1,2 28901 0 0 PFSWEB INC COM NEW 717098206 18320 4053 SH DFND 1,2 4053 0 0 PINTEREST INC CL A 72352L106 2206338 80700 SH DFND 1,2 80700 0 0 PLAYA HOTELS & RESORTS N V SHS N70544106 1688659 207452 SH DFND 1,2 207452 0 0 PLBY GROUP INC COM 72814P109 1444911 860066 SH DFND 1,2 860066 0 0 PURPLE INNOVATION INC COM 74640Y106 897384 322800 SH DFND 1,2 322800 0 0 RED ROBIN GOURMET BURGERS IN COM 75689M101 293777 21242 SH DFND 1,2 21242 0 0 SAVERS VALUE VLG INC COM 80517M109 237000 10000 SH DFND 1,2 10000 0 0 SHOE CARNIVAL INC COM 824889109 1534441 65351 SH DFND 1,2 65351 0 0 SIGNET JEWELERS LIMITED SHS G81276100 2199262 33700 SH DFND 1,2 33700 0 0 SMITH & WESSON BRANDS INC COM 831754106 2717745 208416 SH DFND 1,2 208416 0 0 SNAP INC CL A 83304A106 1657600 140000 SH DFND 1,2 140000 0 0 SONOS INC COM 83570H108 1185444 72593 SH DFND 1,2 72593 0 0 SPHERE ENTERTAINMENT CO CL A 55826T102 3208711 117149 SH DFND 1,2 117149 0 0 THE ONE GROUP HOSPITALITY IN COM 88338K103 107787 14725 SH DFND 1,2 14725 0 0 THE REALREAL INC COM 88339P101 3832517 1726359 SH DFND 1,2 1726359 0 0 TILE SHOP HLDGS INC COM 88677Q109 23660952 4270930 SH DFND 1,2 4270930 0 0 TILLYS INC CL A 886885102 44579976 6359483 SH DFND 1,2 6359483 0 0 TORRID HLDGS INC COM 89142B107 142759 50804 SH DFND 1,2 50804 0 0 TURTLE BEACH CORP COM NEW 900450206 195534 16784 SH DFND 1,2 16784 0 0 V F CORP COM 918204108 47725 2500 SH DFND 1,2 2500 0 0 VERA BRADLEY INC COM 92335C106 8235464 1288805 SH DFND 1,2 1288805 0 0 VINCE HLDG CORP COM NEW 92719W207 3598145 1236476 SH DFND 1,2 1236476 0 0 WAYFAIR INC CL A 94419L101 1046011 16090 SH DFND 1,2 16090 0 0 WOLVERINE WORLD WIDE INC COM 978097103 3812599 259537 SH DFND 1,2 259537 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 678800 10000 SH DFND 1,2 10000 0 0 ZUMIEZ INC COM 989817101 1504515 90307 SH DFND 1,2 90307 0 0