HAWK RIDGE CAPITAL MANAGEMENT LP
Q2 2026 13F filing
Updated 27 days ago44 disclosed positions worth $3.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SIMO SILICON MOTION TECHNOLOGY CO | $338.4M | 1.02M | 10.85% | — |
| 2 | R RBA RB GLOBAL INC | $227.4M | 1.95M | 7.29% | — |
| 3 | O OPLN OPENLANE INC | $204.8M | 4.97M | 6.57% | — |
| 4 | V VRSN VERISIGN INC | $200.8M | 798.3K | 6.44% | — |
| 5 | C CPAY CORPAY INC | $183.9M | 551.8K | 5.90% | — |
| 6 | S STX SEAGATE TECHNOLOGY HLDNGS PL | $153.7M | 159.3K | 4.93% | — |
| 7 | K KMX CARMAX INC | $149.9M | 2.83M | 4.81% | — |
| 8 | A ALLE ALLEGION PLC | $143M | 1.02M | 4.59% | — |
| 9 | W WWD WOODWARD INC | $137.7M | 323.6K | 4.42% | — |
| 10 | M MLM MARTIN MARIETTA MATLS INC | $137.6M | 238.7K | 4.41% | — |
| 11 | V VVV VALVOLINE INC | $116.2M | 2.94M | 3.73% | — |
| 12 | E ESE ESCO TECHNOLOGIES INC | $105.5M | 301.5K | 3.38% | — |
| 13 | B BATRB ATLANTA BRAVES HLDGS INC | $102.5M | 1.98M | 3.29% | — |
| 14 | F FN FABRINET | $98.8M | 175.8K | 3.17% | — |
| 15 | T TKO TKO GROUP HOLDINGS INC | $96.1M | 477.5K | 3.08% | — |
| 16 | M MYRG MYR GROUP INC | $78.4M | 156.7K | 2.52% | — |
| 17 | C CRS CARPENTER TECHNOLOGY CORP | $66.1M | 107.1K | 2.12% | — |
| 18 | U UZF ARRAY DIGITAL INFRASTRUCTURE | $65.9M | 1.82M | 2.11% | — |
| 19 | F FUN SIX FLAGS ENTERTAINMENT CORP | $59.9M | 2.81M | 1.92% | — |
| 20 | P PRKS UNITED PARKS & RESORTS INC | $56.4M | 1.18M | 1.81% | — |
| 21 | A ATI ATI INC | $40.3M | 204.7K | 1.29% | — |
| 22 | E ECG EVERUS CONSTR GROUP | $39.5M | 237.9K | 1.27% | — |
| 23 | F FWONB LIBERTY MEDIA CORP DEL | $38.6M | 441.5K | 1.24% | — |
| 24 | W WEST WEX INC | $34.6M | 245.4K | 1.11% | — |
| 25 | B BL BLACKLINE INC | $33.6M | 1.20M | 1.08% | — |
| 26 | W WYNN XPO INC | $30M | 146.1K | 0.96% | — |
| 27 | K KGS KODIAK GAS SVCS INC | $26.8M | 356.6K | 0.86% | — |
| 28 | S SPOT SPOTIFY TECHNOLOGY S A | $25.4M | 55.4K | 0.82% | — |
| 29 | M MRP MILLROSE PPTYS INC | $14.7M | 489.5K | 0.47% | — |
| 30 | M MTRN MATERION CORP | $13.6M | 45.8K | 0.44% | — |
| 31 | A ACHC ACADIA HEALTHCARE COMPANY IN | $12.3M | 418.0K | 0.40% | — |
| 32 | ? N/A AEVA TECHNOLOGIES INC | $12M | 416.8K | 0.38% | — |
| 33 | P PFGC PERFORMANCE FOOD GROUP CO | $10.2M | 91.5K | 0.33% | — |
| 34 | A AON AON PLC | $9.6M | 29.0K | 0.31% | — |
| 35 | L LBRT LIBERTY ENERGY INC | $8.8M | 336.1K | 0.28% | — |
| 36 | A ARXS ARXIS INC | $8M | 172.9K | 0.26% | — |
| 37 | S ST SENSATA TECHNOLOGIES HLDG PL | $7.4M | 154.9K | 0.24% | — |
| 38 | P PLNT PLANET FITNESS MASTER ISSUER | $7.2M | 137.3K | 0.23% | — |
| 39 | D DPC DPC HOLDINGS PLC | $7M | 142.7K | 0.22% | — |
| 40 | A AROC ARCHROCK INC | $4.1M | 100.9K | 0.13% | — |
| 41 | F FDXF FEDEX FGHT HLDG CO INC | $4M | 26.3K | 0.13% | — |
| 42 | A AIB AIB DATA CENTERS INC | $3.6M | 1.70M | 0.12% | — |
| 43 | B BATRB ATLANTA BRAVES HLDGS INC | $2.4M | 43.3K | 0.08% | — |
| 44 | L LZ LEGALZOOM COM INC | $709K | 115.7K | 0.02% | — |