Holders — by stockHoldings — by fund
Hook Mill Capital Partners, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1943395
$1.08B
disclosed book value
37
positions
7.1%
largest position share
Positions, as of 2026-06-30
top 37 of 37 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | WWAYFAIR INC | 826,823 | $76.4M | 7.1% |
| 2 | FNDFLOOR & DECOR HLDGS INC | 1.2M | $74.1M | 6.9% |
| 3 | FIVEFIVE BELOW INC | 398,770 | $71.7M | 6.7% |
| 4 | PGPROCTER & GAMBLE CO | 451,777 | $66.2M | 6.1% |
| 5 | MDLZMONDELEZ INTL INC | 1.1M | $63.7M | 5.9% |
| 6 | BURLBURLINGTON STORES INC | 183,884 | $58.3M | 5.4% |
| 7 | MCDMCDONALDS CORP | 196,990 | $53.2M | 4.9% |
| 8 | CARNIVAL CORP LTD | 1.8M | $52.6M | 4.9% |
| 9 | AMER SPORTS INC | 1.4M | $48.9M | 4.5% |
| 10 | PFGCPERFORMANCE FOOD GROUP CO | 435,236 | $48.7M | 4.5% |
| 11 | SHARKNINJA INC | 239,911 | $36.5M | 3.4% |
| 12 | VSXYVICTORIAS SECRET AND CO | 430,783 | $36.0M | 3.3% |
| 13 | URBNURBAN OUTFITTERS INC | 499,553 | $35.4M | 3.3% |
| 14 | WSMWILLIAMS SONOMA INC | 144,866 | $33.8M | 3.1% |
| 15 | BOOTBOOT BARN HLDGS INC | 187,465 | $30.8M | 2.9% |
| 16 | TPRTAPESTRY INC | 200,025 | $29.3M | 2.7% |
| 17 | STZCONSTELLATION BRANDS INC | 201,358 | $28.0M | 2.6% |
| 18 | TREXTREX INC | 518,584 | $25.9M | 2.4% |
| 19 | ON HLDG AG | 673,744 | $23.9M | 2.2% |
| 20 | MHKMOHAWK INDS INC | 182,770 | $22.2M | 2.1% |
| 21 | AAPADVANCE AUTO PARTS INC | 332,910 | $20.7M | 1.9% |
| 22 | EATBRINKER INTL INC | 121,846 | $20.5M | 1.9% |
| 23 | USFDUS FOODS HLDG CORP | 199,945 | $20.4M | 1.9% |
| 24 | MGMMGM RESORTS INTERNATIONAL | 404,117 | $19.3M | 1.8% |
| 25 | ROYAL CARIBBEAN GROUP | 56,096 | $17.8M | 1.7% |
| 26 | ABNBAIRBNB INC | 117,447 | $16.8M | 1.6% |
| 27 | CARTMAPLEBEAR INC | 286,470 | $13.6M | 1.3% |
| 28 | BOBSBOBS DISC FURNITURE INC | 770,058 | $12.2M | 1.1% |
| 29 | TOLTOLL BROTHERS INC | 63,367 | $10.4M | 1% |
| 30 | RLRALPH LAUREN CORP | 18,307 | $7.3M | 0.7% |
| 31 | VIKING HOLDINGS LTD | 7,168 | $750,275 | 0.1% |
| 32 | CVNACARVANA CO | 8,730 | $574,609 | 0.1% |
| 33 | NXSTNEXSTAR MEDIA GROUP INC | 2,932 | $523,626 | 0% |
| 34 | LOWLOWES COS INC | 1,290 | $284,432 | 0% |
| 35 | BIRKENSTOCK HOLDING PLC | 6,125 | $263,559 | 0% |
| 36 | CHWYCHEWY INC | 10,853 | $213,261 | 0% |
| 37 | ARHSARHAUS INC | 19,953 | $168,004 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.