Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HAWK RIDGE CAPITAL MANAGEMENT LP (CIK 1609074) reported $2.75B across 46 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VRSN ($227.3M, 8.26%), FWONK ($157.3M, 5.72%), CPAY ($154.9M, 5.63%), KAR ($144.8M, 5.26%), SIMO ($131.8M, 4.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VRSN | VERISIGN INC | $227.3M | 8.26% | 915,012 | Added |
| 2 | FWONK | LIBERTY MEDIA CORP DEL | $157.3M | 5.72% | 1.8M | Added |
| 3 | CPAY | CORPAY INC | $154.9M | 5.63% | 532,180 | Added |
| 4 | KAR | OPENLANE INC | $144.8M | 5.26% | 5.0M | Added |
| 5 | SIMO | SILICON MOTION TECHNOLOGY CO | $131.8M | 4.79% | 1.2M | Added |
| 6 | WWD | WOODWARD INC | $122.5M | 4.45% | 342,121 | Trimmed |
| 7 | FIS | FIDELITY NATL INFORMATION SV | $121.9M | 4.43% | 2.6M | Added |
| 8 | ALLE | ALLEGION PLC | $116.6M | 4.24% | 802,807 | Added |
| 9 | VVV | VALVOLINE INC | $106.0M | 3.85% | 3.1M | Added |
| 10 | HPE | HEWLETT PACKARD ENTERPRISE C | $101.2M | 3.68% | 4.2M | Added |
| 11 | BATRK | ATLANTA BRAVES HLDGS INC | $95.5M | 3.47% | 2.2M | Trimmed |
| 12 | MLM | MARTIN MARIETTA MATLS INC | $94.5M | 3.43% | 160,535 | Trimmed |
| 13 | TKO | TKO GROUP HOLDINGS INC | $83.4M | 3.03% | 413,641 | Added |
| 14 | BL | BLACKLINE INC | $70.0M | 2.54% | 1.9M | Added |
| 15 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $67.9M | 2.47% | 173,300 | Trimmed |
| 16 | NCNO | NCINO INC | $67.1M | 2.44% | 4.5M | Added |
| 17 | WK | WORKIVA INC | $65.1M | 2.37% | 1.1M | New |
| 18 | WDC | WESTERN DIGITAL CORP | $56.6M | 2.06% | 209,400 | Trimmed |
| 19 | MGRC | MCGRATH RENTCORP | $53.7M | 1.95% | 486,876 | Trimmed |
| 20 | SMCI | SUPER MICRO COMPUTER INC | $52.9M | 1.92% | 2.3M | New |
| 21 | SEAS | UNITED PARKS & RESORTS INC | $51.1M | 1.86% | 1.6M | New |
| 22 | ESE | ESCO TECHNOLOGIES INC | $47.4M | 1.72% | 168,600 | New |
| 23 | RHI | ROBERT HALF INC. | $45.3M | 1.65% | 1.8M | Added |
| 24 | GMED | GLOBUS MED INC | $43.1M | 1.57% | 499,980 | New |
| 25 | CRS | CARPENTER TECHNOLOGY CORP | $43.0M | 1.56% | 109,052 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31