Back to Hook Mill Capital Partners, LP
Hook Mill Capital Partners, LP
Q2 2026 13F filing
Updated 28 days ago37 disclosed positions worth $1.1B
Portfolio value
$1.1B
Total holdings
37
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 | W W WAYFAIR INC | $76.4M | 826.8K | 7.09% | — |
| 2 | F FND FLOOR & DECOR HLDGS INC | $74.1M | 1.25M | 6.88% | — |
| 3 | F FIVE FIVE BELOW INC | $71.7M | 398.8K | 6.65% | — |
| 4 | P PG PROCTER & GAMBLE CO | $66.2M | 451.8K | 6.15% | — |
| 5 | M MDLZ MONDELEZ INTL INC | $63.7M | 1.10M | 5.91% | — |
| 6 | B BURL BURLINGTON STORES INC | $58.3M | 183.9K | 5.41% | — |
| 7 | M MCD MCDONALDS CORP | $53.2M | 197.0K | 4.94% | — |
| 8 | C CCL CARNIVAL CORP LTD | $52.6M | 1.84M | 4.89% | — |
| 9 | A AS AMER SPORTS INC | $48.9M | 1.44M | 4.54% | — |
| 10 | P PFGC PERFORMANCE FOOD GROUP CO | $48.7M | 435.2K | 4.52% | — |
| 11 | S SN SHARKNINJA INC | $36.5M | 239.9K | 3.39% | — |
| 12 | V VSXY VICTORIAS SECRET AND CO | $36M | 430.8K | 3.34% | — |
| 13 | U URBN URBAN OUTFITTERS INC | $35.4M | 499.6K | 3.29% | — |
| 14 | W WSM WILLIAMS SONOMA INC | $33.8M | 144.9K | 3.13% | — |
| 15 | B BOOT BOOT BARN HLDGS INC | $30.8M | 187.5K | 2.86% | — |
| 16 | T TPR TAPESTRY INC | $29.3M | 200.0K | 2.72% | — |
| 17 | S STZ CONSTELLATION BRANDS INC | $28M | 201.4K | 2.60% | — |
| 18 | T TREX TREX INC | $25.9M | 518.6K | 2.41% | — |
| 19 | O ONON ON HLDG AG | $23.9M | 673.7K | 2.21% | — |
| 20 | M MHK MOHAWK INDS INC | $22.2M | 182.8K | 2.06% | — |
| 21 | A AAP ADVANCE AUTO PARTS INC | $20.7M | 332.9K | 1.92% | — |
| 22 | E EAT BRINKER INTL INC | $20.5M | 121.8K | 1.90% | — |
| 23 | U USFD US FOODS HLDG CORP | $20.4M | 199.9K | 1.90% | — |
| 24 | M MGM MGM RESORTS INTERNATIONAL | $19.3M | 404.1K | 1.79% | — |
| 25 | R RCL ROYAL CARIBBEAN GROUP | $17.8M | 56.1K | 1.65% | — |
| 26 | A ABNB AIRBNB INC | $16.8M | 117.4K | 1.56% | — |
| 27 | C CART MAPLEBEAR INC | $13.6M | 286.5K | 1.26% | — |
| 28 | ? N/A BOBS DISC FURNITURE INC | $12.2M | 770.1K | 1.13% | — |
| 29 | T TOL TOLL BROTHERS INC | $10.4M | 63.4K | 0.97% | — |
| 30 | R RL RALPH LAUREN CORP | $7.3M | 18.3K | 0.68% | — |
| 31 | V VIK VIKING HOLDINGS LTD | $750K | 7.2K | 0.07% | — |
| 32 | C CVNA CARVANA CO | $575K | 8.7K | 0.05% | — |
| 33 | N NXST NEXSTAR MEDIA GROUP INC | $524K | 2.9K | 0.05% | — |
| 34 | L LOW LOWES COS INC | $284K | 1.3K | 0.03% | — |
| 35 | B BIRK BIRKENSTOCK HOLDING PLC | $264K | 6.1K | 0.02% | — |
| 36 | C CHWY CHEWY INC | $213K | 10.9K | 0.02% | — |
| 37 | ? N/A ARHAUS INC | $168K | 20.0K | 0.02% | — |