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Hook Mill Capital Partners, LP 13F holdings

Filed 2026-08-14 · Hook Mill Capital Partners, LP · 37 positions · $1.1B

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TickerCompanySharesValue% of portfolio
WWAYFAIR INC826.8K$76.4M7.1%
FNDFLOOR & DECOR HLDGS INC1.2M$74.1M6.9%
FIVEFIVE BELOW INC398.8K$71.7M6.7%
PGPROCTER & GAMBLE CO451.8K$66.2M6.1%
MDLZMONDELEZ INTL INC1.1M$63.7M5.9%
BURLBURLINGTON STORES INC183.9K$58.3M5.4%
MCDMCDONALDS CORP197.0K$53.2M4.9%
—CARNIVAL CORP LTD1.8M$52.6M4.9%
—AMER SPORTS INC1.4M$48.9M4.5%
PFGCPERFORMANCE FOOD GROUP CO435.2K$48.7M4.5%
—SHARKNINJA INC239.9K$36.5M3.4%
VSXYVICTORIAS SECRET AND CO430.8K$36.0M3.3%
URBNURBAN OUTFITTERS INC499.6K$35.4M3.3%
WSMWILLIAMS SONOMA INC144.9K$33.8M3.1%
BOOTBOOT BARN HLDGS INC187.5K$30.8M2.9%
TPRTAPESTRY INC200.0K$29.3M2.7%
STZCONSTELLATION BRANDS INC201.4K$28.0M2.6%
TREXTREX INC518.6K$25.9M2.4%
ONONON HLDG AG673.7K$23.9M2.2%
MHKMOHAWK INDS INC182.8K$22.2M2.1%
AAPADVANCE AUTO PARTS INC332.9K$20.7M1.9%
EATBRINKER INTL INC121.8K$20.5M1.9%
USFDUS FOODS HLDG CORP199.9K$20.4M1.9%
MGMMGM RESORTS INTERNATIONAL404.1K$19.3M1.8%
RCLROYAL CARIBBEAN GROUP56.1K$17.8M1.7%
ABNBAIRBNB INC117.4K$16.8M1.6%
CARTMAPLEBEAR INC286.5K$13.6M1.3%
BOBSBOBS DISC FURNITURE INC770.1K$12.2M1.1%
TOLTOLL BROTHERS INC63.4K$10.4M1.0%
RLRALPH LAUREN CORP18.3K$7.3M0.7%
—VIKING HOLDINGS LTD7.2K$750,2750.1%
CVNACARVANA CO8.7K$574,6090.1%
NXSTNEXSTAR MEDIA GROUP INC2.9K$523,6260.0%
LOWLOWES COS INC1.3K$284,4320.0%
—BIRKENSTOCK HOLDING PLC6.1K$263,5590.0%
CHWYCHEWY INC10.9K$213,2610.0%
ARHSARHAUS INC20.0K$168,0040.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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