0001999371-24-009695.txt : 20240807 0001999371-24-009695.hdr.sgml : 20240807 20240807142418 ACCESSION NUMBER: 0001999371-24-009695 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240807 DATE AS OF CHANGE: 20240807 EFFECTIVENESS DATE: 20240807 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ABS Direct Equity Fund LLC CENTRAL INDEX KEY: 0001729347 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23609 FILM NUMBER: 241182962 BUSINESS ADDRESS: STREET 1: 537 STEAMBOAT ROAD CITY: GREENWICH STATE: CT ZIP: 06830 BUSINESS PHONE: 2036183700 MAIL ADDRESS: STREET 1: 537 STEAMBOAT ROAD CITY: GREENWICH STATE: CT ZIP: 06830 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001729347 XXXXXXXX 06-30-2024 06-30-2024 false ABS Direct Equity Fund LLC
537 Steamboat Road Greenwich CT 06830
13F HOLDINGS REPORT 028-23609 N
DAVID FINN Chief Compliance Officer 203-618-3700 /s/ DAVID FINN GREENWICH CT 08-07-2024 0 39 89040510
INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 856800 11900 SH OTR 11900 0 0 ALTA EQUIPMENT GROUP INC COMMON STOCK 02128L106 1768800 220000 SH OTR 220000 0 0 AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101 5795300 340900 SH OTR 340900 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 1709025 7500 SH OTR 7500 0 0 BAIDU INC SPON ADR REP A 056752108 928709 10739 SH OTR 10739 0 0 BLUELINX HLDGS INC COM NEW 09624H208 1861800 20000 SH OTR 20000 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 4709430 737000 SH OTR 737000 0 0 CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 750480 118000 SH OTR 118000 0 0 CROCS INC COM 227046109 1094550 7500 SH OTR 7500 0 0 EURONET WORLDWIDE INC COM 298736109 2549826 24636 SH OTR 24636 0 0 EXTREME NETWORKS COM 30226D106 2017500 150000 SH OTR 150000 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 9042600 84000 SH OTR 84000 0 0 FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 2866260 356500 SH OTR 356500 0 0 GRIFFON CORP COM 398433102 4470200 70000 SH OTR 70000 0 0 GRUPO AEROPORTUARIO DEL CENT SPON ADR 400501102 892980 13200 SH OTR 13200 0 0 GRUPO AEROPUERTO DEL PACIFIC SPON ADR B 400506101 2250877 14450 SH OTR 14450 0 0 GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 1994803 6660 SH OTR 6660 0 0 H WORLD GROUP LTD SPONSORED ADS 44332N106 2165600 64994 SH OTR 64994 0 0 INTERNATIONAL MNY EXPRESS IN COM 46005L101 1563000 75000 SH OTR 75000 0 0 I3 VERTICALS INC COM CL A 46571Y107 552000 25000 SH OTR 25000 0 0 KANZHUN LIMITED SPONSORED ADS 48553T106 1062238 56472 SH OTR 56472 0 0 KASPI KZ JSC SPONSORED ADS 48581R205 2314181 17938 SH OTR 17938 0 0 LATHAM GROUP INC COM 51819L107 476083 157123 SH OTR 157123 0 0 LEGACY HOUSING CORP COM 52472M101 1110892 48426 SH OTR 48426 0 0 MERCADOLIBRE INC COM 58733R102 2346775 1428 SH OTR 1428 0 0 NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206 489699 6300 SH OTR 6300 0 0 MINISO GROUP HLDG LTD SPONSORED ADS 66981J102 1686570 88441 SH OTR 88441 0 0 PAR TECHNOLOGY CORP COM 698884103 3229432 68580 SH OTR 68580 0 0 PHINIA INC COMMON STOCK 71880K101 15744 400 SH OTR 400 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 6435578 48406 SH OTR 48406 0 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 3564879 120232 SH OTR 120232 0 0 R1 RCM INC COM 77634L105 4710000 375000 SH OTR 375000 0 0 SKYLINE CHAMPION CORPORATION COM 830830105 677500 10000 SH OTR 10000 0 0 SOLARWINDS CORP COM NEW 83417Q204 2530500 210000 SH OTR 210000 0 0 TRANSPORTADORA DE GAS SUR SPONSORED ADS B 893870204 2613660 137706 SH OTR 137706 0 0 TRIP COM GROUP LTD ADS 89677Q107 1984857 42231 SH OTR 42231 0 0 VALE S A SPONSORED ADS 91912E105 1234542 110523 SH OTR 110523 0 0 VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 64840 4980 SH OTR 4980 0 0 XPONENTIAL FITNESS INC COM CL A 98422X101 2652000 170000 SH OTR 170000 0 0