Hook Mill Capital Partners, LP
Hook Mill Capital Partners, LP reported 37 holdings worth US$1.08B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Hook Mill Capital Partners, LP reported 37 holdings worth US$1.08B as of Jun 30, 2026. Largest: Wayfair Inc., Floor & Decor Holdings, Inc. and Five Below, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$1.08B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Wayfair Inc. | 827K | US$76.4M | 7.1% |
| Floor & Decor Holdings, Inc. | 1.25M | US$74.1M | 6.9% |
| Five Below, Inc. | 399K | US$71.7M | 6.7% |
| Procter & Gamble Company (the) | 452K | US$66.2M | 6.1% |
| Mondelez International, Inc. | 1.1M | US$63.7M | 5.9% |
| Burlington Stores, Inc. | 184K | US$58.3M | 5.4% |
| Mcdonald's Corporation | 197K | US$53.2M | 4.9% |
| Carnival Corporation Ltd. | 1.84M | US$52.6M | 4.9% |
| Amer Sports, Inc. | 1.44M | US$48.9M | 4.5% |
| Performance Food Group Company | 435K | US$48.7M | 4.5% |
| Sharkninja, Inc. | 240K | US$36.5M | 3.4% |
| Victorias Secret & Co. | 431K | US$36M | 3.3% |
| Urban Outfitters, Inc. | 500K | US$35.4M | 3.3% |
| Williams-sonoma, Inc. | 145K | US$33.8M | 3.1% |
| Boot Barn Holdings, Inc. | 187K | US$30.8M | 2.9% |
| Tapestry, Inc. | 200K | US$29.3M | 2.7% |
| Constellation Brands, Inc. | 201K | US$28M | 2.6% |
| Trex Company, Inc. | 519K | US$25.9M | 2.4% |
| Mohawk Industries, Inc. | 183K | US$22.2M | 2.1% |
| Advance Auto Parts Inc. | 333K | US$20.7M | 1.9% |
| Brinker International, Inc. | 122K | US$20.5M | 1.9% |
| Us Foods Holding Corp. | 200K | US$20.4M | 1.9% |
| Mgm Resorts International | 404K | US$19.3M | 1.8% |
| Airbnb, Inc. | 117K | US$16.8M | 1.6% |
| Maplebear Inc. | 286K | US$13.6M | 1.3% |
| Bob's Discount Furniture, Inc. | 770K | US$12.2M | 1.1% |
| Toll Brothers, Inc. | 63,367 | US$10.4M | 0.97% |
| Ralph Lauren Corporation | 18,307 | US$7.35M | 0.68% |
| Viking Holdings Ltd | 7,168 | US$750K | 0.07% |
| Carvana Co. | 8,730 | US$575K | 0.05% |
| Nexstar Media Group, Inc. | 2,932 | US$524K | 0.05% |
| Lowe's Companies, Inc. | 1,290 | US$284K | 0.03% |
| Chewy, Inc. | 10,853 | US$213K | 0.02% |
| Arhaus, Inc. | 19,953 | US$168K | 0.02% |
| Liberty Media Corporation - Series A Liberty Formula One | 0 | US$0 | 0.00% |
| Fox Corporation | 0 | US$0 | 0.00% |
| Academy Sports And Outdoors, Inc. | 0 | US$0 | 0.00% |
| Yum! Brands, Inc. | 0 | US$0 | 0.00% |
| Ulta Beauty, Inc. | 0 | US$0 | 0.00% |
| Rh | 0 | US$0 | 0.00% |
| D.r. Horton, Inc. | 0 | US$0 | 0.00% |
| Rocket Companies, Inc. | 0 | US$0 | 0.00% |
| Zillow Group, Inc. | 0 | US$0 | 0.00% |
| Amazon.com, Inc. | 0 | US$0 | 0.00% |
| Ross Stores, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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