Hook Mill Capital Partners, LP
39 holdingsFiling period: 2026-03-31Current AUM: $1.21Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | W | WAYFAIR INC | 1.04M | $78.2M | $88.3M | 7.28% | +176.8K | 2026-03-31 |
| 2 | FIVE | FIVE BELOW INC | 299.3K | $68.4M | $65.0M | 5.36% | -131,667 | 2026-03-31 |
| 3 | FND | FLOOR & DECOR HLDGS INC | 1.20M | $61.1M | $69.2M | 5.71% | +183.2K | 2026-03-31 |
| 4 | BURL | BURLINGTON STORES INC | 182.2K | $59.3M | $67.1M | 5.54% | -35,463 | 2026-03-31 |
| 5 | PFGC | PERFORMANCE FOOD GROUP CO | 657.6K | $56.3M | $75.2M | 6.20% | +92.7K | 2026-03-31 |
| 6 | CCL | CARNIVAL CORP | 2.03M | $52.5M | $56.4M | 4.65% | -508,151 | 2026-03-31 |
| 7 | — | AMER SPORTS INC | 1.54M | $50.6M | $50.6M | 4.17% | +286.0K | 2026-03-31 |
| 8 | PG | PROCTER & GAMBLE CO | 343.9K | $49.7M | $49.7M | 4.10% | +82.1K | 2026-03-31 |
| 9 | STZ | CONSTELLATION BRANDS INC | 299.5K | $44.9M | $39.0M | 3.22% | +57.3K | 2026-03-31 |
| 10 | MDLZ | MONDELEZ INTL INC | 709.7K | $40.9M | $44.2M | 3.65% | +4.3K | 2026-03-31 |
| 11 | NXST | NEXSTAR MEDIA GROUP INC | 213.3K | $38.6M | $40.6M | 3.35% | -- | 2026-03-31 |
| 12 | — | VIKING HOLDINGS LTD | 501.8K | $36.9M | $36.9M | 3.04% | +6.4K | 2026-03-31 |
| 13 | CHWY | CHEWY INC | 1.31M | $35.5M | $29.7M | 2.45% | -- | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 158.4K | $33.0M | $43.0M | 3.55% | -- | 2026-03-31 |
| 15 | ROST | ROSS STORES INC | 150.0K | $32.5M | $37.7M | 3.11% | -- | 2026-03-31 |
| 16 | BOOT | BOOT BARN HLDGS INC | 216.9K | $31.7M | $32.3M | 2.66% | +53.9K | 2026-03-31 |
| 17 | — | SHARKNINJA INC | 284.9K | $30.2M | $30.2M | 2.49% | -121,137 | 2026-03-31 |
| 18 | — | ROYAL CARIBBEAN GROUP | 105.4K | $29.0M | $29.0M | 2.39% | +102.9K | 2026-03-31 |
| 19 | URBN | URBAN OUTFITTERS INC | 453.8K | $28.8M | $33.7M | 2.78% | +128.4K | 2026-03-31 |
| 20 | FWONK | LIBERTY MEDIA CORP DEL | 332.6K | $28.3M | $32.6M | 2.69% | -- | 2026-03-31 |
| 21 | MHK | MOHAWK INDS INC | 281.3K | $27.7M | $34.6M | 2.86% | +51.4K | 2026-03-31 |
| 22 | — | BIRKENSTOCK HOLDING PLC | 771.3K | $27.6M | $27.6M | 2.28% | +26.6K | 2026-03-31 |
| 23 | MCD | MCDONALDS CORP | 82.5K | $25.6M | $22.3M | 1.84% | -- | 2026-03-31 |
| 24 | FOXA | FOX CORP | 401.7K | $23.5M | $23.4M | 1.93% | -- | 2026-03-31 |
| 25 | CART | MAPLEBEAR INC | 441.4K | $16.5M | $19.7M | 1.62% | -- | 2026-03-31 |
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