Back to Darwins River Capital, LP
Q2 2026 13F filing
Updated 27 days ago26 disclosed positions worth $182.4M
Portfolio value
$182.4M
Total holdings
26
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in 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% | — |
| 21 | H HSY HERSHEY CO | $4.9M | 27.8K | 2.68% | — |
| 22 | C CROX CROCS INC | $4M | 33.1K | 2.19% | — |
| 23 | E EYE NATIONAL VISION HLDGS INC | $2.5M | 132.6K | 1.38% | — |
| 24 | B BBWI BATH & BODY WORKS INC | $2M | 87.4K | 1.11% | — |
| 25 | A ABEV AMBEV SA | $1.9M | 619.2K | 1.07% | — |
| 26 | C CELH CELSIUS HLDGS INC | $1.3M | 43.1K | 0.69% | — |