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Hook Mill Capital Partners, LP

All holdings · as of Dec 31, 2025

39 positions

CompanyClassValueShares% of portfolio
Wayfair Inc.—$86.65M862,9928.2%
Five Below Inc—$81.18M430,9847.6%
Carnival Corp Ltd.—$77.50M2,537,5257.3%
Burlington Stores, Inc.—$62.86M217,6365.9%
FLOOR & DECOR HOLDINGS INC—$62.03M1,018,7685.8%
Performance Food Group Co—$50.79M564,8334.8%
AMER SPORTS INC—$46.69M1,249,9964.4%
SHARKNINJA INC—$45.43M406,0014.3%
Mondelez International, Inc.—$37.98M705,4903.6%
PROCTER & GAMBLE Co—$37.53M261,8563.5%
LITHIA MOTORS INC—$37.04M111,4583.5%
VIKING HOLDINGS LTD—$35.37M495,3753.3%
CONSTELLATION BRANDS, INC.—$33.41M242,1883.1%
Yum! Brands Inc—$30.93M204,4342.9%
Birkenstock Holding plc—$30.46M744,6942.9%
Boot Barn Holdings, Inc.—$28.76M162,9982.7%
LOWES COMPANIES INC—$26.74M110,8832.5%
MOHAWK INDUSTRIES INC—$25.13M229,9132.4%
URBAN OUTFITTERS INC—$24.49M325,4502.3%
Somnigroup International Inc—$23.10M258,7232.2%
Ulta Beauty, Inc.—$19.56M32,3351.8%
GAP INC—$19.54M763,1561.8%
WILLIAMS SONOMA INC—$19.34M108,2691.8%
Walmart Inc.—$16.99M152,4901.6%
Philip Morris International Inc.—$15.71M97,9581.5%
BellRing Brands Inc—$15.53M580,8871.5%
US Foods Holding Corp.—$15.26M202,5391.4%
Restaurant Brands International Inc.QSRCommon Stock$15.21M222,9581.4%
Tapestry Inc—$12.92M101,0941.2%
Warby Parker Inc.—$7.94M364,2580.7%
Academy Sports & Outdoors, Inc.—$6.99M139,8530.7%
National Vision Holdings, Inc.—$6.82M263,9690.6%
YETI Holdings, Inc.—$3.84M86,9460.4%
CARVANA CO.—$736.8K1,7460.1%
ROYAL CARIBBEAN CRUISES LTD—$687.0K2,4630.1%
Toll Brothers Incorporated—$423.4K3,1310.0%
ZILLOW GROUP, INC.—$334.9K4,9090.0%
Ralph Lauren Corp—$252.1K7130.0%
Rocket Companies, Inc.—$229.6K11,8600.0%
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