EdgeMarket › What Hook Mill Capital Partners, Lp reported owning
What Hook Mill Capital Partners, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
39Quarter
2026-03-31Shown below
39largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| W Wayfair Inc. | 78.2M | 6.9% | 1.0M | 101.52 | +27.0% |
| FIVE FIVE BELOW, INC | 68.4M | 6.0% | 299.3K | 250.24 | +79.7% |
| FND Floor & Decor Holdings, Inc. | 61.1M | 5.4% | 1.2M | 54.26 | -33.8% |
| BURL Burlington Stores, Inc. | 59.3M | 5.2% | 182.2K | 326.50 | +17.7% |
| PFGC Performance Food Group Co | 56.3M | 5.0% | 657.6K | 104.98 | +3.8% |
| CCL Carnival Corp Ltd. | 52.5M | 4.6% | 2.0M | 25.73 | -12.1% |
| AS Amer Sports, Inc. | 50.6M | 4.5% | 1.5M | 32.63 | -12.2% |
| PG PROCTER & GAMBLE Co | 49.7M | 4.4% | 343.9K | 144.68 | -9.3% |
| STZ CONSTELLATION BRANDS, INC. | 44.9M | 4.0% | 299.5K | 135.66 | -18.4% |
| MDLZ Mondelez International, Inc. | 40.9M | 3.6% | 709.7K | 64.45 | +2.0% |
| NXST NEXSTAR MEDIA GROUP, INC. | 38.6M | 3.4% | 213.3K | 186.14 | -8.1% |
| VIK Viking Holdings Ltd | 36.9M | 3.3% | 501.8K | 92.79 | +58.5% |
| CHWY Chewy, Inc. | 35.5M | 3.1% | 1.3M | 24.02 | -41.3% |
| AMZN AMAZON COM INC | 33.0M | 2.9% | 158.4K | 258.63 | +15.6% |
| ROST ROSS STORES, INC. | 32.5M | 2.9% | 150.0K | 239.04 | +63.3% |
| BOOT Boot Barn Holdings, Inc. | 31.7M | 2.8% | 216.9K | 165.57 | -1.9% |
| SN SharkNinja, Inc. | 30.2M | 2.7% | 284.9K | 180.76 | +51.1% |
| RCL ROYAL CARIBBEAN CRUISES LTD | 29.0M | 2.6% | 105.4K | 292.00 | -11.3% |
| URBN URBAN OUTFITTERS INC | 28.8M | 2.5% | 453.8K | 74.24 | +1.2% |
| FWONK Liberty Media Corp | 28.3M | 2.5% | 332.6K | 104.94 | +3.2% |
| MHK MOHAWK INDUSTRIES INC | 27.7M | 2.4% | 281.3K | 136.22 | +9.8% |
| BIRK Birkenstock Holding plc | 27.6M | 2.4% | 771.3K | 35.64 | -28.8% |
| MCD MCDONALDS CORP | 25.6M | 2.3% | 82.5K | 270.95 | -13.5% |
| FOXA Fox Corp | 23.5M | 2.1% | 401.7K | 68.54 | +16.2% |
| CART Maplebear Inc. | 16.5M | 1.5% | 441.4K | 49.83 | +9.5% |
| ASO Academy Sports & Outdoors, Inc. | 15.8M | 1.4% | 280.1K | 45.83 | -10.5% |
| WSM WILLIAMS SONOMA INC | 15.5M | 1.4% | 85.2K | 237.58 | +19.2% |
| YUM YUM BRANDS INC | 15.4M | 1.4% | 99.0K | 152.99 | +2.4% |
| LOW LOWES COMPANIES INC | 15.2M | 1.3% | 64.3K | 216.09 | -16.0% |
| ULTA Ulta Beauty, Inc. | 12.7M | 1.1% | 24.2K | 521.46 | +0.9% |
| BOBS Bob's Discount Furniture, Inc. | 12.3M | 1.1% | 1.0M | 17.51 | — |
| RL RALPH LAUREN CORP | 11.8M | 1.0% | 34.4K | 372.59 | +30.2% |
| RH RH | 10.2M | 0.9% | 72.6K | 153.21 | -29.3% |
| DHI HORTON D R INC /DE/ | 8.0M | 0.7% | 58.1K | 148.35 | -9.2% |
| TOL Toll Brothers, Inc. | 7.8M | 0.7% | 57.5K | 147.09 | +11.9% |
| USFD US Foods Holding Corp. | 674.9K | 0.1% | 7.3K | 109.62 | +39.1% |
| CVNA CARVANA CO. | 548.9K | 0.0% | 1.7K | 69.91 | +3.2% |
| RKT Rocket Companies, Inc. | 220.1K | 0.0% | 15.4K | 13.93 | -21.6% |
| Z ZILLOW GROUP, INC. | 203.1K | 0.0% | 4.9K | 35.88 | -55.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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