Institutions / Hook Mill Capital Partners, LP
Hook Mill Capital Partners, LP
CIK 1943395 · Institution · as of Dec 31, 2025
Portfolio value
$1.06B
Positions
39
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 39 →
| Company | Value | % of portfolio |
|---|---|---|
| Wayfair Inc. | $86.65M | 8.2% |
| Five Below Inc | $81.18M | 7.6% |
| Carnival Corp Ltd. | $77.50M | 7.3% |
| Burlington Stores, Inc. | $62.86M | 5.9% |
| FLOOR & DECOR HOLDINGS INC | $62.03M | 5.8% |
| Performance Food Group Co | $50.79M | 4.8% |
| Amer Sports Inc | $46.69M | 4.4% |
| Sharkninja Inc | $45.43M | 4.3% |
| Mondelez International, Inc. | $37.98M | 3.6% |
| PROCTER & GAMBLE Co | $37.53M | 3.5% |
| Lithia Motors Inc | $37.04M | 3.5% |
| Viking Holdings Ltd | $35.37M | 3.3% |
| Constellation Brands, Inc. | $33.41M | 3.1% |
| Yum! Brands Inc | $30.93M | 2.9% |
| Birkenstock Holding plc | $30.46M | 2.9% |
| Boot Barn Holdings, Inc. | $28.76M | 2.7% |
| Lowes Companies Inc | $26.74M | 2.5% |
| Mohawk Industries Inc | $25.13M | 2.4% |
| Urban Outfitters Inc | $24.49M | 2.3% |
| Somnigroup International Inc | $23.10M | 2.2% |
| Ulta Beauty, Inc. | $19.56M | 1.8% |
| Gap Inc | $19.54M | 1.8% |
| Williams Sonoma Inc | $19.34M | 1.8% |
| Walmart Inc. | $16.99M | 1.6% |
| Philip Morris International Inc. | $15.71M | 1.5% |
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.