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Hillman Co

SEC CIK
0001036288
Latest filing
Jul 27, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Oct 12, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
10
−2 vs. Q2 2021
Portfolio value
$287.5M
−$103.6M (−26.5%) vs. Q2 2021
Filed
Oct 12, 2021
SEC
Holdings of Hillman Co in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
FLYWFlywire CorpCOM VTG2,061,141$90.4M31.4%00.0%UnchangedHistory
AMZNAmazon Com IncStock15,065$49.5M17.2%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock132,940$32.7M11.4%00.0%UnchangedHistory
GDDYGoDaddy Inc.CL A451,774$31.5M11.0%00.0%UnchangedHistory
PTONPeloton Interactive, Inc.CL A COM286,359$24.9M8.7%00.0%UnchangedHistory
MSFTMicrosoft CorpStock86,344$24.3M8.5%00.0%UnchangedHistory
RKTRocket Companies, Inc.Stock1,259,179$20.2M7.0%00.0%UnchangedHistory
WTTRSelect Water Solutions, Inc.CL A COM1,237,864$6.42M2.2%00.0%UnchangedHistory
TALKTalkspace, Inc.COM1,738,215$6.34M2.2%00.0%UnchangedHistory
NAUTNautilus Biotechnology, Inc.COM200,000$1.23M0.4%00.0%UnchangedHistory

Sold out since Q2 2021 (2)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Hillman Co sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
SNOWSnowflake Inc.Stock319,668$77.3M19.8%History
TLNDTalend S.A.ADS96,842$6.35M1.6%History