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 $1.13B across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: W ($78.2M, 6.90%), FIVE ($68.4M, 6.03%), FND ($61.1M, 5.39%), BURL ($59.3M, 5.23%), PFGC ($56.3M, 4.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | W | WAYFAIR INC | $78.2M | 6.90% | 1.0M | Added |
| 2 | FIVE | FIVE BELOW INC | $68.4M | 6.03% | 299,317 | Trimmed |
| 3 | FND | FLOOR & DECOR HLDGS INC | $61.1M | 5.39% | 1.2M | Added |
| 4 | BURL | BURLINGTON STORES INC | $59.3M | 5.23% | 182,173 | Trimmed |
| 5 | PFGC | PERFORMANCE FOOD GROUP CO | $56.3M | 4.97% | 657,551 | Added |
| 6 | CCL | CARNIVAL CORP | $52.5M | 4.63% | 2.0M | Trimmed |
| 7 | AS | AMER SPORTS INC | $50.6M | 4.46% | 1.5M | Added |
| 8 | PG | PROCTER & GAMBLE CO | $49.7M | 4.38% | 343,941 | Added |
| 9 | STZ | CONSTELLATION BRANDS INC | $44.9M | 3.96% | 299,493 | Added |
| 10 | MDLZ | MONDELEZ INTL INC | $40.9M | 3.61% | 709,749 | Added |
| 11 | NXST | NEXSTAR MEDIA GROUP INC | $38.6M | 3.40% | 213,349 | New |
| 12 | VIK | VIKING HOLDINGS LTD | $36.9M | 3.25% | 501,759 | Added |
| 13 | CHWY | CHEWY INC | $35.5M | 3.13% | 1.3M | New |
| 14 | AMZN | AMAZON COM INC | $33.0M | 2.91% | 158,430 | New |
| 15 | ROST | ROSS STORES INC | $32.5M | 2.87% | 149,985 | New |
| 16 | BOOT | BOOT BARN HLDGS INC | $31.7M | 2.80% | 216,895 | Added |
| 17 | SN | SHARKNINJA INC | $30.2M | 2.66% | 284,864 | Trimmed |
| 18 | RCL | ROYAL CARIBBEAN GROUP | $29.0M | 2.56% | 105,375 | Added |
| 19 | URBN | URBAN OUTFITTERS INC | $28.8M | 2.54% | 453,829 | Added |
| 20 | FWONK | LIBERTY MEDIA CORP DEL | $28.3M | 2.49% | 332,565 | New |
| 21 | MHK | MOHAWK INDS INC | $27.7M | 2.44% | 281,282 | Added |
| 22 | BIRK | BIRKENSTOCK HOLDING PLC | $27.6M | 2.44% | 771,336 | Added |
| 23 | MCD | MCDONALDS CORP | $25.6M | 2.26% | 82,496 | New |
| 24 | FOXA | FOX CORP | $23.5M | 2.07% | 401,736 | New |
| 25 | CART | MAPLEBEAR INC | $16.5M | 1.46% | 441,420 | New |
Source: SEC Form 13F filings · as of 2026-03-31