Hook Mill Capital Partners, LP: 13F holdings
CIK 19433952026Q2
| Positions | 37 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 37 (-2 vs prior quarter) |
|---|
| Reported value | $1.1bn (-4.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| W WAYFAIR INC | 826,823 | $76.4m | 7.1% |
| FND FLOOR & DECOR HLDGS INC | 1,248,931 | $74.1m | 6.9% |
| FIVE FIVE BELOW INC | 398,770 | $71.7m | 6.7% |
| PG PROCTER & GAMBLE CO | 451,777 | $66.2m | 6.1% |
| MDLZ MONDELEZ INTL INC | 1,100,694 | $63.7m | 5.9% |
| BURL BURLINGTON STORES INC | 183,884 | $58.3m | 5.4% |
| MCD MCDONALDS CORP | 196,990 | $53.2m | 4.9% |
| CARNIVAL CORP LTD | 1,842,815 | $52.6m | 4.9% |
| AMER SPORTS INC | 1,444,222 | $48.9m | 4.5% |
| PFGC PERFORMANCE FOOD GROUP CO | 435,236 | $48.7m | 4.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1943395")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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