Hook Mill Capital Partners, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.13B
Q ending 2026-03-31
Prior quarter
$1.06B
Q ending 2025-12-31
Change
+6.7% QoQ · +44.7% YoY
Positions
39
reported holdings
Largest positions
All 39 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 |
|---|---|---|---|---|
| Wayfair Inc | W | Shares | $78.2M | 1.0M |
| Five Below Inc | FIVE | Shares | $68.4M | 299K |
| Floor & Decor Hldgs Inc | FND | Shares | $61.1M | 1.2M |
| Burlington Stores Inc | BURL | Shares | $59.3M | 182K |
| Performance Food Group Co | PFGC | Shares | $56.3M | 658K |
| Carnival Corp | CCL1EUR | Shares | $52.5M | 2.0M |
| Amer Sports Inc | Shares | $50.6M | 1.5M | |
| Procter & Gamble Co | PG | Shares | $49.7M | 344K |
| Constellation Brands Inc | STZ | Shares | $44.9M | 299K |
| Mondelez Intl Inc | MDLZ | Shares | $40.9M | 710K |
| Nexstar Media Group Inc | NXST | Shares | $38.6M | 213K |
| Viking Holdings Ltd | Shares | $36.9M | 502K | |
| Chewy Inc | CHWY | Shares | $35.5M | 1.3M |
| Amazon Com Inc | AMZN | Shares | $33.0M | 158K |
| Ross Stores Inc | ROST | Shares | $32.5M | 150K |
| Boot Barn Hldgs Inc | BOOT | Shares | $31.7M | 217K |
| Sharkninja Inc | Shares | $30.2M | 285K | |
| Royal Caribbean Group | Shares | $29.0M | 105K | |
| Urban Outfitters Inc | URBN | Shares | $28.8M | 454K |
| Liberty Media Corp Del | FWONK | Shares | $28.3M | 333K |
| Mohawk Inds Inc | MHK | Shares | $27.7M | 281K |
| Birkenstock Holding Plc | Shares | $27.6M | 771K | |
| Mcdonalds Corp | MCD | Shares | $25.6M | 82K |
| Fox Corp | FOXA | Shares | $23.5M | 402K |
| Maplebear Inc | CART | Shares | $16.5M | 441K |
| Academy Sports & Outdoors In | ASO | Shares | $15.8M | 280K |
| Williams Sonoma Inc | WSM | Shares | $15.5M | 85K |
| Yum Brands Inc | YUM | Shares | $15.4M | 99K |
| Lowes Cos Inc | LOW | Shares | $15.2M | 64K |
| Ulta Beauty Inc | ULTA | Shares | $12.7M | 24K |
| Bobs Disc Furniture Inc | BOBS | Shares | $12.3M | 1.0M |
| Ralph Lauren Corp | RL | Shares | $11.8M | 34K |
| Rh | RH | Shares | $10.2M | 73K |
| D R Horton Inc | DHI | Shares | $8.0M | 58K |
| Toll Brothers Inc | TOL | Shares | $7.8M | 57K |
| Us Foods Hldg Corp | USFD | Shares | $675K | 7K |
| Carvana Co | CVNA | Shares | $549K | 2K |
| Rocket Cos Inc | RKT | Shares | $220K | 15K |
| Zillow Group Inc | Z | Shares | $203K | 5K |
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.