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.
Hook Mill Capital Partners, LP (CIK 1943395) reported $1.08B across 37 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: W ($76.4M, 7.09%), FND ($74.1M, 6.88%), FIVE ($71.7M, 6.65%), PG ($66.2M, 6.15%), MDLZ ($63.7M, 5.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | W | WAYFAIR INC | $76.4M | 7.09% | 826,823 | Trimmed |
| 2 | FND | FLOOR & DECOR HLDGS INC | $74.1M | 6.88% | 1.2M | Added |
| 3 | FIVE | FIVE BELOW INC | $71.7M | 6.65% | 398,770 | Added |
| 4 | PG | PROCTER & GAMBLE CO | $66.2M | 6.15% | 451,777 | Added |
| 5 | MDLZ | MONDELEZ INTL INC | $63.7M | 5.91% | 1.1M | Added |
| 6 | BURL | BURLINGTON STORES INC | $58.3M | 5.41% | 183,884 | Added |
| 7 | MCD | MCDONALDS CORP | $53.2M | 4.94% | 196,990 | Added |
| 8 | CCL | CARNIVAL CORP LTD | $52.6M | 4.89% | 1.8M | New |
| 9 | AS | AMER SPORTS INC | $48.9M | 4.54% | 1.4M | Trimmed |
| 10 | PFGC | PERFORMANCE FOOD GROUP CO | $48.7M | 4.52% | 435,236 | Trimmed |
| 11 | SN | SHARKNINJA INC | $36.5M | 3.39% | 239,911 | Trimmed |
| 12 | VSCO | VICTORIAS SECRET AND CO | $36.0M | 3.34% | 430,783 | New |
| 13 | URBN | URBAN OUTFITTERS INC | $35.4M | 3.29% | 499,553 | Added |
| 14 | WSM | WILLIAMS SONOMA INC | $33.8M | 3.13% | 144,866 | Added |
| 15 | BOOT | BOOT BARN HLDGS INC | $30.8M | 2.86% | 187,465 | Trimmed |
| 16 | TPR | TAPESTRY INC | $29.3M | 2.72% | 200,025 | New |
| 17 | STZ | CONSTELLATION BRANDS INC | $28.0M | 2.60% | 201,358 | Trimmed |
| 18 | TREX | TREX INC | $25.9M | 2.41% | 518,584 | New |
| 19 | ONON | ON HLDG AG | $23.9M | 2.21% | 673,744 | New |
| 20 | MHK | MOHAWK INDS INC | $22.2M | 2.06% | 182,770 | Trimmed |
| 21 | AAP | ADVANCE AUTO PARTS INC | $20.7M | 1.92% | 332,910 | New |
| 22 | USFD | US FOODS HLDG CORP | $20.4M | 1.90% | 199,945 | Added |
| 23 | EAT | BRINKER INTL INC | $20.5M | 1.90% | 121,846 | New |
| 24 | MGM | MGM RESORTS INTERNATIONAL | $19.3M | 1.79% | 404,117 | New |
| 25 | RCL | ROYAL CARIBBEAN GROUP | $17.8M | 1.65% | 56,096 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30