Darwins River Capital, LP
38 holdingsFiling period: 2026-03-31Current AUM: $200.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 89.8K | $18.7M | $24.4M | 12.18% | +7.9K | 2026-03-31 |
| 2 | WMT | WALMART INC | 98.1K | $12.2M | $10.9M | 5.45% | -- | 2026-03-31 |
| 3 | TSCO | TRACTOR SUPPLY CO | 218.6K | $9.9M | $6.7M | 3.36% | -- | 2026-03-31 |
| 4 | DOO | BRP INC | 118.0K | $8.5M | $7.3M | 3.65% | -- | 2026-03-31 |
| 5 | — | ON HLDG AG | 245.5K | $8.4M | $8.4M | 4.17% | -- | 2026-03-31 |
| 6 | BKNG | BOOKING HOLDINGS INC | 2.0K | $8.3M | $9.5M | 4.73% | -- | 2026-03-31 |
| 7 | CMG | CHIPOTLE MEXICAN GRILL INC | 253.8K | $8.1M | $9.4M | 4.72% | -37,198 | 2026-03-31 |
| 8 | PEP | PEPSICO INC | 50.7K | $7.9M | $7.1M | 3.54% | -- | 2026-03-31 |
| 9 | CHD | CHURCH & DWIGHT CO INC | 79.2K | $7.4M | $7.8M | 3.91% | -25,889 | 2026-03-31 |
| 10 | CCL | CARNIVAL CORP | 280.8K | $7.3M | $7.8M | 3.90% | +186.4K | 2026-03-31 |
| 11 | MNST | MONSTER BEVERAGE CORP NEW | 84.1K | $6.1M | $8.1M | 4.05% | -56,922 | 2026-03-31 |
| 12 | BURL | BURLINGTON STORES INC | 17.6K | $5.7M | $6.5M | 3.25% | -- | 2026-03-31 |
| 13 | CHH | CHOICE HOTELS INTL INC | 49.7K | $5.1M | $5.5M | 2.77% | -- | 2026-03-31 |
| 14 | ORLY | OREILLY AUTOMOTIVE INC | 54.5K | $5.0M | $4.9M | 2.43% | -32,459 | 2026-03-31 |
| 15 | CHEF | CHEFS WHSE INC | 76.7K | $4.6M | $8.8M | 4.42% | +35.8K | 2026-03-31 |
| 16 | MDLZ | MONDELEZ INTL INC | 78.4K | $4.5M | $4.9M | 2.44% | -- | 2026-03-31 |
| 17 | KRUS | KURA SUSHI USA INC | 63.4K | $4.4M | $2.9M | 1.46% | -- | 2026-03-31 |
| 18 | ASO | ACADEMY SPORTS & OUTDOORS IN | 74.5K | $4.2M | $3.5M | 1.77% | -- | 2026-03-31 |
| 19 | WH | WYNDHAM HOTELS & RESORTS INC | 50.0K | $4.1M | $3.7M | 1.87% | -- | 2026-03-31 |
| 20 | SBUX | STARBUCKS CORP | 45.0K | $4.0M | $4.7M | 2.37% | -- | 2026-03-31 |
| 21 | BJ | BJS WHSL CLUB HLDGS INC | 40.2K | $4.0M | $3.9M | 1.97% | -- | 2026-03-31 |
| 22 | SMG | SCOTTS MIRACLE-GRO CO | 65.0K | $4.0M | $4.3M | 2.13% | -- | 2026-03-31 |
| 23 | FUN | SIX FLAGS ENTERTAINMENT CORP | 205.5K | $3.6M | $3.6M | 1.78% | -- | 2026-03-31 |
| 24 | DAR | DARLING INGREDIENTS INC | 58.1K | $3.6M | $3.5M | 1.76% | -- | 2026-03-31 |
| 25 | GPI | GROUP 1 AUTOMOTIVE INC | 10.5K | $3.5M | $3.0M | 1.51% | -- | 2026-03-31 |
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