WORLDLY PARTNERS MANAGEMENT, LLC Portfolio Holdings

Q3 2025•3 long positions•$167.5M portfolio value

Holding3	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Floor & Decor FND	Home Improvement Consumer Cyclical	$87.2M 52.09%	—	1.1% 1.2M shares	—	—	$7.9B Mid Cap	Q4 2022 Held for 2y 11m
2 Costco Wholesale COST	Discount Stores Consumer Defensive	$77.4M 46.23%	-$7.3M Sold	0.019% 83.6K shares	91.5K → 83.6K −$7.3M	-8.61%	$410.27B Mega Cap	Q4 2022 Held for 2y 11m
3 Cardlytics CDLX	Advertising Agencies Communication Services	$2.8M 1.68%	—	2.18% 1.2M shares	—	—	$129.4M Micro Cap	Q4 2022 Held for 2y 11m

Holding3	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Floor & Decor FND	Home Improvement Consumer Cyclical	$87.2M 52.09%	—	1.1% 1.2M shares	—	—	$7.9B Mid Cap	Q4 2022 Held for 2y 11m
2 Costco Wholesale COST	Discount Stores Consumer Defensive	$77.4M 46.23%	-$7.3M Sold	0.019% 83.6K shares	91.5K → 83.6K −$7.3M	-8.61%	$410.27B Mega Cap	Q4 2022 Held for 2y 11m
3 Cardlytics CDLX	Advertising Agencies Communication Services	$2.8M 1.68%	—	2.18% 1.2M shares	—	—	$129.4M Micro Cap	Q4 2022 Held for 2y 11m

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