Darwins River Capital, LP
26 holdingsFiling period: 2026-06-30Current AUM: $179.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 71.4K | $17.0M | $17.7M | 9.86% | -18,413 | 2026-06-30 |
| 2 | ASO | ACADEMY SPORTS & OUTDOORS IN | 307.8K | $14.5M | $15.5M | 8.64% | +233.4K | 2026-06-30 |
| 3 | GPI | GROUP 1 AUTOMOTIVE INC | 49.2K | $14.3M | $13.6M | 7.54% | +38.7K | 2026-06-30 |
| 4 | ARMK | ARAMARK | 249.7K | $14.2M | $14.6M | 8.10% | -- | 2026-06-30 |
| 5 | — | ON HLDG AG | 355.7K | $12.6M | $12.6M | 7.01% | +110.2K | 2026-06-30 |
| 6 | CMG | CHIPOTLE MEXICAN GRILL INC | 240.0K | $8.2M | $8.4M | 4.65% | -13,807 | 2026-06-30 |
| 7 | DLTR | DOLLAR TREE INC | 61.4K | $7.4M | $6.9M | 3.85% | -- | 2026-06-30 |
| 8 | ORLY | OREILLY AUTOMOTIVE INC | 80.0K | $7.4M | $6.8M | 3.79% | +25.5K | 2026-06-30 |
| 9 | TGT | TARGET CORP | 55.3K | $7.2M | $8.5M | 4.76% | -- | 2026-06-30 |
| 10 | HLN | HALEON PLC | 676.3K | $6.3M | $6.2M | 3.48% | -- | 2026-06-30 |
| 11 | — | COCA-COLA EUROPACIFIC PARTNE | 61.3K | $6.1M | $6.1M | 3.41% | -- | 2026-06-30 |
| 12 | FLO | FLOWERS FOODS INC | 763.4K | $6.0M | $4.7M | 2.61% | -- | 2026-06-30 |
| 13 | PG | PROCTER & GAMBLE CO | 40.7K | $6.0M | $6.0M | 3.32% | -- | 2026-06-30 |
| 14 | BKNG | BOOKING HOLDINGS INC | 33.4K | $6.0M | $5.7M | 3.19% | +31.5K | 2026-06-30 |
| 15 | — | APTIV PLC | 96.8K | $5.9M | $5.9M | 3.31% | -- | 2026-06-30 |
| 16 | WYNN | WYNN RESORTS LTD | 60.4K | $5.9M | $5.2M | 2.91% | -- | 2026-06-30 |
| 17 | SAM | BOSTON BEER INC | 30.8K | $5.5M | $5.3M | 2.94% | -- | 2026-06-30 |
| 18 | WSM | WILLIAMS SONOMA INC | 22.2K | $5.2M | $4.9M | 2.74% | -- | 2026-06-30 |
| 19 | COST | COSTCO WHOLESALE CORPORATION | 5.5K | $5.2M | $5.0M | 2.77% | -- | 2026-06-30 |
| 20 | — | SIGNET JEWELERS LIMITED | 57.1K | $4.9M | $4.9M | 2.74% | +34.8K | 2026-06-30 |
| 21 | HSY | HERSHEY CO | 27.8K | $4.9M | $4.7M | 2.64% | -- | 2026-06-30 |
| 22 | CROX | CROCS INC | 33.1K | $4.0M | $3.7M | 2.06% | +21.3K | 2026-06-30 |
| 23 | EYE | NATIONAL VISION HLDGS INC | 132.6K | $2.5M | $2.1M | 1.17% | -- | 2026-06-30 |
| 24 | BBWI | BATH & BODY WORKS INC | 87.4K | $2.0M | $1.5M | 0.81% | -- | 2026-06-30 |
| 25 | ABEV | AMBEV SA | 619.2K | $1.9M | $1.9M | 1.04% | -- | 2026-06-30 |
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