# EDGAR Filing Document

**Accession Number:** 0001591744
**File Stem:** 0000902664-25-005047
**Filing Date:** 2025-11
**Character Count:** 13992
**Document Hash:** cd399b29d2b8abf2ce9d893295a24d90
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000902664-25-005047.hdr.sgml**: 20251114

**ACCESSION NUMBER**: 0000902664-25-005047

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251114

**DATE AS OF CHANGE**: 20251114

**EFFECTIVENESS DATE**: 20251114

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Shellback Capital, LP
- **CENTRAL INDEX KEY:** 0001591744

**ORGANIZATION NAME:**
- **EIN:** 901003024
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16778
- **FILM NUMBER:** 251486732

**BUSINESS ADDRESS:**
- **STREET 1:** 260 FRANKLIN STREET
- **STREET 2:** SUITE 1901
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110
- **BUSINESS PHONE:** 617-204-5500

**MAIL ADDRESS:**
- **STREET 1:** 260 FRANKLIN STREET
- **STREET 2:** SUITE 1901
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Shellback Capital LP<br>**Address:** 260 FRANKLIN STREET<br>SUITE 1901<br>BOSTON, MA 02110

**Form 13F File Number:** 028-16778

**CRD Number (if applicable):** 000169642

**SEC File Number (if applicable):** 801-78842

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** John Samoska<br>**Title:** Chief Financial Officer<br>**Phone:** 617-204-5533

**Signature, Place, and Date of Signing:**

/s/ John Samoska  Boston, MA  11-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 104

**Form 13F Information Table Value Total:** $1577875008

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABERCROMBIE  FITCH CO | CL A | 002896207 |  | 233894 | 2734 | SH |  | SOLE |  | 2734 | 0 | 0 |
| ACADEMY SPORTS  OUTDOORS IN | COM | 00402L107 |  | 14294015 | 285766 | SH |  | SOLE |  | 285766 | 0 | 0 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 32885580 | 256218 | SH |  | SOLE |  | 256218 | 0 | 0 |
| AIRBNB INC | COM CL A | 009066101 |  | 7227647 | 59526 | SH |  | SOLE |  | 59526 | 0 | 0 |
| ALASKA AIR GROUP INC | COM | 011659109 |  | 10951600 | 220000 | SH |  | SOLE |  | 220000 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 4391400 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| AMER SPORTS INC | COM SHS | G0260P102 |  | 23758193 | 683689 | SH |  | SOLE |  | 683689 | 0 | 0 |
| AMERESCO INC | CL A | 02361E108 |  | 3108836 | 92580 | SH |  | SOLE |  | 92580 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 |  | 22309248 | 5200 | SH |  | SOLE |  | 5200 | 0 | 0 |
| BEST BUY INC | COM | 086516101 |  | 18073180 | 239000 | SH |  | SOLE |  | 239000 | 0 | 0 |
| BIRKENSTOCK HOLDING PLC | COM SHS | M2029K104 |  | 9366750 | 207000 | SH |  | SOLE |  | 207000 | 0 | 0 |
| BLACK ROCK COFFEE BAR INC | CL A | 092244102 |  | 5487800 | 230000 | SH |  | SOLE |  | 230000 | 0 | 0 |
| BLOCK INC | CL A | 852234103 |  | 5420250 | 75000 | SH |  | SOLE |  | 75000 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 24296715 | 4500 | SH |  | SOLE |  | 4500 | 0 | 0 |
| BOOT BARN HLDGS INC | COM | 099406100 |  | 23366520 | 141000 | SH |  | SOLE |  | 141000 | 0 | 0 |
| BRINKER INTL INC | COM | 109641100 |  | 4649156 | 36700 | SH |  | SOLE |  | 36700 | 0 | 0 |
| BRINKS CO | COM | 109696104 |  | 12244007 | 104775 | SH |  | SOLE |  | 104775 | 0 | 0 |
| BURLINGTON STORES INC | COM | 122017106 |  | 20105500 | 79000 | SH |  | SOLE |  | 79000 | 0 | 0 |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 |  | 15226000 | 115000 | SH |  | SOLE |  | 115000 | 0 | 0 |
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 |  | 4053750 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 1489800 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 7251954 | 34114 | SH |  | SOLE |  | 34114 | 0 | 0 |
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 |  | 16294560 | 818000 | SH |  | SOLE |  | 818000 | 0 | 0 |
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 |  | 33329038 | 1152855 | SH |  | SOLE |  | 1152855 | 0 | 0 |
| CARVANA CO | CL A | 146869102 |  | 11317200 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 |  | 6323900 | 110000 | SH |  | SOLE |  | 110000 | 0 | 0 |
| CHURCHILL DOWNS INC | COM | 171484108 |  | 24252500 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| CITIZENS FINL GROUP INC | COM | 174610105 |  | 69673622 | 1310640 | SH |  | SOLE |  | 1310640 | 0 | 0 |
| COPA HOLDINGS SA | CL A | P31076105 |  | 5945278 | 50036 | SH |  | SOLE |  | 50036 | 0 | 0 |
| COREWEAVE INC | COM CL A | 21873S108 |  | 27370000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| CUSTOMERS BANCORP INC | COM | 23204G100 |  | 17298013 | 264617 | SH |  | SOLE |  | 264617 | 0 | 0 |
| D R HORTON INC | COM | 23331A109 |  | 27962550 | 165000 | SH |  | SOLE |  | 165000 | 0 | 0 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 2837500 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| DICKS SPORTING GOODS INC | COM | 253393102 |  | 34490322 | 155208 | SH |  | SOLE |  | 155208 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 9160000 | 80000 | SH |  | SOLE |  | 80000 | 0 | 0 |
| DOORDASH INC | CL A | 25809K105 |  | 32638800 | 120000 | SH |  | SOLE |  | 120000 | 0 | 0 |
| DOVER CORP | COM | 260003108 |  | 341835 | 2049 | SH |  | SOLE |  | 2049 | 0 | 0 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 24310000 | 650000 | SH |  | SOLE |  | 650000 | 0 | 0 |
| EBAY INC. | COM | 278642103 |  | 12733000 | 140000 | SH |  | SOLE |  | 140000 | 0 | 0 |
| ETSY INC | COM | 29786A106 |  | 2655600 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| FIVE BELOW INC | COM | 33829M101 |  | 20652450 | 133500 | SH |  | SOLE |  | 133500 | 0 | 0 |
| GENERAL MTRS CO | COM | 37045V100 |  | 9145500 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 31854000 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 |  | 20519219 | 46900 | SH |  | SOLE |  | 46900 | 0 | 0 |
| HIVE DIGITAL TECHNOLOGIES LT | COM NEW | 433921103 |  | 6517090 | 1617144 | SH |  | SOLE |  | 1617144 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 18638740 | 46000 | SH |  | SOLE |  | 46000 | 0 | 0 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 21990000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| KONTOOR BRANDS INC | COM | 50050N103 |  | 1595400 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| LATAM AIRLINES GROUP SA | SPONSORED ADR | 51817R205 |  | 4525000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| LAUDER ESTEE COS INC | CL A | 518439104 |  | 18064600 | 205000 | SH |  | SOLE |  | 205000 | 0 | 0 |
| LIFE TIME GROUP HOLDINGS INC | COMMON STOCK | 53190C102 |  | 7567920 | 274200 | SH |  | SOLE |  | 274200 | 0 | 0 |
| LITTELFUSE INC | COM | 537008104 |  | 26932637 | 103983 | SH |  | SOLE |  | 103983 | 0 | 0 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 |  | 9804000 | 60000 | SH |  | SOLE |  | 60000 | 0 | 0 |
| LYFT INC | CL A COM | 55087P104 |  | 2751250 | 125000 | SH |  | SOLE |  | 125000 | 0 | 0 |
| MAPLEBEAR INC | COM | 565394103 |  | 11028000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| MARINEMAX INC | COM | 567908108 |  | 6671593 | 263387 | SH |  | SOLE |  | 263387 | 0 | 0 |
| MERITAGE HOMES CORP | COM | 59001A102 |  | 4585109 | 63304 | SH |  | SOLE |  | 63304 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 36719000 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| MGM RESORTS INTERNATIONAL | COM | 552953101 |  | 3466000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 11712400 | 70000 | SH |  | SOLE |  | 70000 | 0 | 0 |
| MODINE MFG CO | COM | 607828100 |  | 17661816 | 124239 | SH |  | SOLE |  | 124239 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 44360040 | 37000 | SH |  | SOLE |  | 37000 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 3486500 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 |  | 3694500 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| OLLIES BARGAIN OUTLET HLDGS | COM | 681116109 |  | 27424699 | 213588 | SH |  | SOLE |  | 213588 | 0 | 0 |
| ON HLDG AG | NAMEN AKT A | H5919C104 |  | 7565446 | 178641 | SH |  | SOLE |  | 178641 | 0 | 0 |
| ONEWATER MARINE INC | CL A COM | 68280L101 |  | 1119239 | 70659 | SH |  | SOLE |  | 70659 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 31671561 | 112614 | SH |  | SOLE |  | 112614 | 0 | 0 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 21130760 | 196000 | SH |  | SOLE |  | 196000 | 0 | 0 |
| PAYMENTUS HOLDINGS INC | COM CL A | 70439P108 |  | 20972230 | 685367 | SH |  | SOLE |  | 685367 | 0 | 0 |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 |  | 9000000 | 1000000 | SH |  | SOLE |  | 1000000 | 0 | 0 |
| PINTEREST INC | CL A | 72352L106 |  | 18990434 | 590315 | SH |  | SOLE |  | 590315 | 0 | 0 |
| PULTE GROUP INC | COM | 745867101 |  | 10570400 | 80000 | SH |  | SOLE |  | 80000 | 0 | 0 |
| RALPH LAUREN CORP | CL A | 751212101 |  | 46093320 | 147000 | SH |  | SOLE |  | 147000 | 0 | 0 |
| REDDIT INC | CL A | 75734B100 |  | 6899700 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| ROBERT HALF INC. | COM | 770323103 |  | 1359200 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| ROSS STORES INC | COM | 778296103 |  | 32565743 | 213700 | SH |  | SOLE |  | 213700 | 0 | 0 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 |  | 25886400 | 80000 | SH |  | SOLE |  | 80000 | 0 | 0 |
| SAIA INC | COM | 78709Y105 |  | 7484000 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| SHAKE SHACK INC | CL A | 819047101 |  | 2808300 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| SHARKNINJA INC | COM SHS | G8068L108 |  | 22562825 | 218738 | SH |  | SOLE |  | 218738 | 0 | 0 |
| SIGNET JEWELERS LIMITED | SHS | G81276100 |  | 8968520 | 93500 | SH |  | SOLE |  | 93500 | 0 | 0 |
| SOUTHWEST AIRLS CO | COM | 844741108 |  | 797750 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| SPORTRADAR GROUP AG | CLASS A ORD SHS | H8088L103 |  | 811035 | 30150 | SH |  | SOLE |  | 30150 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 38555426 | 55237 | SH |  | SOLE |  | 55237 | 0 | 0 |
| STUBHUB HLDGS INC | CL A | 86384P109 |  | 842000 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| SYSCO CORP | COM | 871829107 |  | 2470200 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| TAPESTRY INC | COM | 876030107 |  | 54005940 | 477000 | SH |  | SOLE |  | 477000 | 0 | 0 |
| TIMKEN CO | COM | 887389104 |  | 20519780 | 272942 | SH |  | SOLE |  | 272942 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 5781600 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| TOLL BROTHERS INC | COM | 889478103 |  | 6907000 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 |  | 1645187 | 22755 | SH |  | SOLE |  | 22755 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 7347750 | 75000 | SH |  | SOLE |  | 75000 | 0 | 0 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 69339929 | 126822 | SH |  | SOLE |  | 126822 | 0 | 0 |
| UNITED AIRLS HLDGS INC | COM | 910047109 |  | 9167500 | 95000 | SH |  | SOLE |  | 95000 | 0 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 2088250 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| UNUSUAL MACHS INC | COM SHS | 91532F102 |  | 6313325 | 418101 | SH |  | SOLE |  | 418101 | 0 | 0 |
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 |  | 220540 | 8126 | SH |  | SOLE |  | 8126 | 0 | 0 |
| VULCAN MATLS CO | COM | 929160109 |  | 12304800 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 5668300 | 55000 | SH |  | SOLE |  | 55000 | 0 | 0 |
| WAYFAIR INC | CL A | 94419L101 |  | 35999990 | 403000 | SH |  | SOLE |  | 403000 | 0 | 0 |
| WINGSTOP INC | COM | 974155103 |  | 355372 | 1412 | SH |  | SOLE |  | 1412 | 0 | 0 |
| WOLVERINE WORLD WIDE INC | COM | 978097103 |  | 5199880 | 189500 | SH |  | SOLE |  | 189500 | 0 | 0 |
| WYNN RESORTS LTD | COM | 983134107 |  | 15392400 | 120000 | SH |  | SOLE |  | 120000 | 0 | 0 |

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