Darwins River Capital, LP
Darwins River Capital, LP reported 26 holdings worth US$182M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Darwins River Capital, LP reported 26 holdings worth US$182M as of Jun 30, 2026. Largest: Amazon.com, Inc., Academy Sports And Outdoors, Inc. and Group 1 Automotive, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 26
- Value as reported
- US$182M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 71,354 | US$17M | 9.3% |
| Academy Sports And Outdoors, Inc. | 308K | US$14.5M | 8.0% |
| Group 1 Automotive, Inc. | 49,209 | US$14.3M | 7.9% |
| Aramark | 250K | US$14.2M | 7.8% |
| Chipotle Mexican Grill, Inc. | 240K | US$8.16M | 4.5% |
| Dollar Tree, Inc. | 61,400 | US$7.43M | 4.1% |
| O'reilly Automotive, Inc. | 79,986 | US$7.37M | 4.0% |
| Target Corporation | 55,346 | US$7.23M | 4.0% |
| Haleon Plc | 676K | US$6.31M | 3.5% |
| Flowers Foods, Inc. | 763K | US$6.03M | 3.3% |
| Procter & Gamble Company (the) | 40,682 | US$5.97M | 3.3% |
| Booking Holdings Inc. Common Stock | 33,437 | US$5.96M | 3.3% |
| Wynn Resorts, Limited | 60,374 | US$5.86M | 3.2% |
| Boston Beer Company, Inc. (the) | 30,820 | US$5.46M | 3.0% |
| Williams-sonoma, Inc. | 22,219 | US$5.18M | 2.8% |
| Costco Wholesale Corporation | 5,519 | US$5.16M | 2.8% |
| Signet Jewelers Limited | 57,117 | US$4.92M | 2.7% |
| The Hershey Company | 27,818 | US$4.88M | 2.7% |
| Crocs, Inc. | 33,143 | US$4M | 2.2% |
| National Vision Holdings, Inc. | 133K | US$2.52M | 1.4% |
| Bath & Body Works, Inc. | 87,393 | US$2.02M | 1.1% |
| Ambev Sa | 619K | US$1.94M | 1.1% |
| Celsius Holdings, Inc. | 43,068 | US$1.26M | 0.69% |
| Texas Roadhouse, Inc. | 0 | US$0 | 0.00% |
| Tractor Supply Company | 0 | US$0 | 0.00% |
| Universal Technical Institute Inc | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
| Wyndham Hotels & Resorts, Inc. | 0 | US$0 | 0.00% |
| Bj's Restaurants, Inc. | 0 | US$0 | 0.00% |
| Bj's Wholesale Club Holdings, Inc. | 0 | US$0 | 0.00% |
| Brp, Inc. | 0 | US$0 | 0.00% |
| Burlington Stores, Inc. | 0 | US$0 | 0.00% |
| The Chefs' Warehouse, Inc. | 0 | US$0 | 0.00% |
| Choice Hotels International, Inc. | 0 | US$0 | 0.00% |
| Church & Dwight Company, Inc. | 0 | US$0 | 0.00% |
| Darling Ingredients Inc. | 0 | US$0 | 0.00% |
| Expedia Group, Inc. | 0 | US$0 | 0.00% |
| Harley-davidson, Inc. | 0 | US$0 | 0.00% |
| Kura Sushi Usa, Inc. | 0 | US$0 | 0.00% |
| Lincoln Educational Services Corporation | 0 | US$0 | 0.00% |
| Mgm Resorts International | 0 | US$0 | 0.00% |
| Mondelez International, Inc. | 0 | US$0 | 0.00% |
| Monster Beverage Corporation | 0 | US$0 | 0.00% |
| Norwegian Cruise Line Holdings Ltd. | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Performance Food Group Company | 0 | US$0 | 0.00% |
| Rush Street Interactive, Inc. | 0 | US$0 | 0.00% |
| Scotts Miracle-gro Company (the) | 0 | US$0 | 0.00% |
| Six Flags Entertainment Corporation | 0 | US$0 | 0.00% |
| Starbucks Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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