Thorn Tree Capital Partners LP Purchases in Q2 2024

Thorn Tree Capital Partners LP

Stock	Shares change	Price Range	Shares Held
AFRM Affirm Holdings, Inc. Technology	898K New	$28.72 - $36.02 $25.8M - $32.3M	898K $27.1M
CFLT Confluent, Inc. Technology	857K New	$25.7 - $32.23 $22M - $27.6M	857K $25.3M
BURL Burlington Stores, Inc. Consumer Cyclical	76.5K New	$177.64 - $242.53 $13.6M - $18.5M	76.5K $18.4M
USM United States Cellular Corp Communication Services	71.3K + 13.56%	$33.82 - $59.49 $2.41M - $4.24M	597K $33.3M
SGRY Surgery Partners, Inc. Healthcare	454K + 83.11%	$23.04 - $28.88 $10.5M - $13.1M	1M $23.8M
MELI Mercadolibre Inc Consumer Cyclical	1.79K + 8.66%	$1356.43 - $1787.73 $2.43M - $3.21M	22.5K $37M
Liberty Media Corp Del	105K + 21.83%	N/A	587K $0
Tko Group Holdings Inc	250K New	N/A	250K $0
Viking Holdings LTD	895K New	N/A	895K $0

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