Darwins River Capital, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$186.8M
Q ending 2026-03-31
Prior quarter
$148.9M
Q ending 2025-12-31
Change
+25.5% QoQ
Positions
38
reported holdings
Largest positions
All 38 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Amazon Com Inc | AMZN | Shares | $18.7M | 90K |
| Walmart Inc | WMT | Shares | $12.2M | 98K |
| Tractor Supply Co | TSCO | Shares | $9.9M | 219K |
| Brp Inc | DOO | Shares | $8.5M | 118K |
| On Hldg Ag | Shares | $8.4M | 246K | |
| Booking Holdings Inc | BKNG | Shares | $8.3M | 2K |
| Chipotle Mexican Grill Inc | CMG | Shares | $8.1M | 254K |
| Pepsico Inc | PEP | Shares | $7.9M | 51K |
| Church & Dwight Co Inc | CHD | Shares | $7.4M | 79K |
| Carnival Corp | CCL1EUR | Shares | $7.3M | 281K |
| Monster Beverage Corp New | MNST | Shares | $6.1M | 84K |
| Burlington Stores Inc | BURL | Shares | $5.7M | 18K |
| Choice Hotels Intl Inc | CHH | Shares | $5.1M | 50K |
| Oreilly Automotive Inc | ORLY | Shares | $5.0M | 54K |
| Chefs Whse Inc | CHEF | Shares | $4.6M | 77K |
| Mondelez Intl Inc | MDLZ | Shares | $4.5M | 78K |
| Kura Sushi Usa Inc | KRUS | Shares | $4.4M | 63K |
| Academy Sports & Outdoors In | ASO | Shares | $4.2M | 74K |
| Wyndham Hotels & Resorts Inc | WH | Shares | $4.1M | 50K |
| Starbucks Corp | SBUX | Shares | $4.0M | 45K |
| Bjs Whsl Club Hldgs Inc | BJ | Shares | $4.0M | 40K |
| Scotts Miracle-Gro Co | SMG | Shares | $4.0M | 65K |
| Six Flags Entertainment Corp | FUN | Shares | $3.6M | 206K |
| Darling Ingredients Inc | DAR | Shares | $3.6M | 58K |
| Group 1 Automotive Inc | GPI | Shares | $3.5M | 11K |
| Performance Food Group Co | PFGC | Shares | $3.1M | 36K |
| Expedia Group Inc | EXPE | Shares | $3.1M | 13K |
| Mgm Resorts International | MGM | Shares | $3.1M | 83K |
| Rush Street Interactive Inc | RSI | Shares | $3.1M | 141K |
| Texas Roadhouse Inc | TXRH | Shares | $2.0M | 12K |
| Signet Jewelers Limited | Shares | $1.9M | 22K | |
| Lincoln Edl Svcs Corp | LINC | Shares | $1.7M | 42K |
| Super Group Sghc Limited | Shares | $1.5M | 137K | |
| Universal Technical Inst Inc | UTI | Shares | $1.2M | 33K |
| Harley Davidson Inc | HOG | Shares | $1.0M | 51K |
| Crocs Inc | CROX | Shares | $986K | 12K |
| Norwegian Cruise Line Hldgs | Shares | $875K | 47K | |
| Bjs Restaurants Inc | BJRI | Shares | $352K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.