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Darwins River Capital, LP
hedge fundUpdated 27 days agoManaged by Darwins River Capital, Lp • Latest filing Q2 2026
Portfolio value
$182.4M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $148.9M |
| Q1 2026 | $186.8M |
| Q2 2026 | $182.4M |
Top holdings
26 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMZN AMAZON COM INC | $17M | 71.4K | 9.32% | — |
| 2 | A ASO ACADEMY SPORTS & OUTDOORS IN | $14.5M | 307.8K | 7.95% | — |
| 3 | G GPI GROUP 1 AUTOMOTIVE INC | $14.3M | 49.2K | 7.86% | — |
| 4 | A ARMK ARAMARK | $14.2M | 249.7K | 7.79% | — |
| 5 | O ONON ON HLDG AG | $12.6M | 355.7K | 6.91% | — |
| 6 | C CMG CHIPOTLE MEXICAN GRILL INC | $8.2M | 240.0K | 4.47% | — |
| 7 | D DLTR DOLLAR TREE INC | $7.4M | 61.4K | 4.07% | — |
| 8 | O ORLY OREILLY AUTOMOTIVE INC | $7.4M | 80.0K | 4.04% | — |
| 9 | T TGT TARGET CORP | $7.2M | 55.3K | 3.96% | — |
| 10 | H HLNCF HALEON PLC | $6.3M | 676.3K | 3.46% | — |
| 11 | C CCEP COCA-COLA EUROPACIFIC PARTNE | $6.1M | 61.3K | 3.36% | — |
| 12 | F FLO FLOWERS FOODS INC | $6M | 763.4K | 3.31% | — |
| 13 | P PG PROCTER & GAMBLE CO | $6M | 40.7K | 3.27% | — |
| 14 | B BKNG BOOKING HOLDINGS INC | $6M | 33.4K | 3.27% | — |
| 15 | A APTV APTIV PLC | $5.9M | 96.8K | 3.26% | — |
| 16 | W WYNN WYNN RESORTS LTD | $5.9M | 60.4K | 3.21% | — |
| 17 | S SAM BOSTON BEER INC | $5.5M | 30.8K | 2.99% | — |
| 18 | W WSM WILLIAMS SONOMA INC | $5.2M | 22.2K | 2.84% | — |
| 19 | C COST COSTCO WHOLESALE CORPORATION | $5.2M | 5.5K | 2.83% | — |
| 20 | S SIG SIGNET JEWELERS LIMITED | $4.9M | 57.1K | 2.70% | — |