Institutions / Hawk Ridge Capital Management LP
Hawk Ridge Capital Management LP
CIK 1609074 · Institution · as of Dec 31, 2025
Portfolio value
$2.17B
Positions
36
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 36 →
| Company | Value | % of portfolio |
|---|---|---|
| VeriSign Inc | $149.69M | 6.9% |
| Corpay Inc | $132.96M | 6.1% |
| Liberty Media Corp-Liberty Formula One | $131.15M | 6.1% |
| Fidelity National Information Services Inc | $130.11M | 6.0% |
| Woodward Inc | $124.47M | 5.7% |
| Martin Marietta Materials Inc | $121.08M | 5.6% |
| Atlanta Braves Holdings, Inc. | $104.99M | 4.8% |
| Allegion plc | $96.17M | 4.4% |
| Entegris, Inc. | $91.73M | 4.2% |
| OPENLANE Inc | $85.76M | 4.0% |
| Blackline, Inc. | $82.80M | 3.8% |
| Valvoline Inc | $79.57M | 3.7% |
| TKO Group Holdings, Inc. | $74.20M | 3.4% |
| Silicon Motion Technology CORPSIMO | $73.02M | 3.4% |
| WEX Inc | $67.68M | 3.1% |
| Hewlett Packard Enterprise Co | $66.61M | 3.1% |
| Applied Optoelectronics, Inc. | $59.29M | 2.7% |
| Western Digital Corp | $56.11M | 2.6% |
| Seagate Technology Holdings PLC | $55.33M | 2.6% |
| McGrath Rentcorp | $51.13M | 2.4% |
| Crane Co | $45.63M | 2.1% |
| Carpenter Technology Corp | $37.04M | 1.7% |
| Acadia Healthcare Company, Inc. | $33.76M | 1.6% |
| Liberty Media Corp-Liberty Formula One | $26.80M | 1.2% |
| XPO Inc | $26.36M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.