Hook Mill Capital Partners, LP
- SEC CIK
- 0001943395
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 22, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 40
- +12 vs. Q1 2023
- Portfolio value
- $167.7M
- +$33.5M (+25.0%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LOWLowes Companies Inc | Stock | 44,354 | $10.0M | 6.0% | +15,269+52.5% | Added | History |
| WSMWilliams Sonoma Inc | COM | 79,280 | $9.92M | 5.9% | −8,099−9.3% | Reduced | History |
| FERGFerguson Enterprises Inc. | SHS | 60,822 | $9.57M | 5.7% | −16,430−21.3% | Reduced | History |
| BOOTBoot Barn Holdings, Inc. | COM | 112,613 | $9.54M | 5.7% | +16,690+17.4% | Added | History |
| ASOAcademy Sports & Outdoors, Inc. | COM | 169,198 | $9.15M | 5.5% | +16,058+10.5% | Added | History |
| USFDUS Foods Holding Corp. | COM | 199,022 | $8.76M | 5.2% | +199,022 | New | History |
| DKSDick's Sporting Goods, Inc. | Stock | 61,418 | $8.12M | 4.8% | −16,004−20.7% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 94,257 | $6.88M | 4.1% | +23,734+33.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 48,195 | $6.28M | 3.7% | +48,195 | New | History |
| DECKDeckers Outdoor Corp | COM | 11,608 | $6.13M | 3.7% | −7,662−39.8% | Reduced | History |
| TOLToll Brothers, Inc. | COM | 73,839 | $5.84M | 3.5% | −2,644−3.5% | Reduced | History |
| TPRTapestry, Inc. | COM | 135,843 | $5.81M | 3.5% | −41,544−23.4% | Reduced | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 55,912 | $5.80M | 3.5% | −44,887−44.5% | Reduced | History |
| WMTWalmart Inc. | Stock | 36,180 | $5.69M | 3.4% | +36,180 | New | History |
| DHIHorton D R Inc | COM | 45,215 | $5.50M | 3.3% | −7,414−14.1% | Reduced | History |
| ZGZillow Group, Inc. | CL A | 106,963 | $5.26M | 3.1% | −57,699−35.0% | Reduced | History |
| SGISomnigroup International Inc. | COM | 124,879 | $5.00M | 3.0% | +509+0.4% | Added | History |
| LADLithia Motors Inc | COM | 15,046 | $4.58M | 2.7% | +15,046 | New | History |
| BLDRBuilders FirstSource, Inc. | Stock | 31,577 | $4.29M | 2.6% | +9,234+41.3% | Added | History |
| KKellanova | Stock | 63,146 | $4.26M | 2.5% | +24,562+63.7% | Added | History |
| WWEWorld Wrestling Entertainment, LLC | CL A | 37,222 | $4.04M | 2.4% | −10,193−21.5% | Reduced | History |
| MNSTMonster Beverage Corp | COM | 69,122 | $3.97M | 2.4% | −14,486−17.3% | Reduced | History |
| ANAutonation, Inc. | COM | 22,210 | $3.66M | 2.2% | +9,309+72.2% | Added | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 34,917 | $3.63M | 2.2% | +17,604+101.7% | Added | History |
| DRIDarden Restaurants Inc | COM | 16,702 | $2.79M | 1.7% | +5,147+44.5% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 13,152 | $2.58M | 1.5% | +13,152 | New | History |
| CHTRCharter Communications, Inc. | CL A | 5,416 | $1.99M | 1.2% | +5,416 | New | History |
| TREXTrex Co Inc | COM | 28,281 | $1.85M | 1.1% | +28,281 | New | History |
| BURLBurlington Stores, Inc. | COM | 11,256 | $1.77M | 1.1% | +11,256 | New | History |
| RLRalph Lauren Corp | CL A | 14,082 | $1.74M | 1.0% | 00.0% | Unchanged | History |
| CRICarters Inc | COM | 21,810 | $1.58M | 0.9% | −21,549−49.7% | Reduced | History |
| MARMarriott International Inc | Stock | 4,674 | $858.6K | 0.5% | +4,674 | New | History |
| BLDQXO Insulation, LLC | Stock | 865 | $230.1K | 0.1% | +865 | New | History |
| SHYFShyft Group, Inc. | COM | 6,583 | $145.2K | 0.1% | −4,858−42.5% | Reduced | History |
| PFGCPerformance Food Group Co | COM | 2,356 | $141.9K | 0.1% | +2,356 | New | History |
| DOORMasonite International Corp | COM | 1,179 | $120.8K | 0.1% | +1,179 | New | History |
| LOVELovesac Co | COM | 3,115 | $83.9K | 0.1% | +3,115 | New | History |
| LENLennar Corp | CL A | 653 | $81.8K | <0.1% | +653 | New | History |
| ARHSArhaus, Inc. | COM CL A | 5,688 | $59.3K | <0.1% | −5,688−50.0% | Reduced | History |
| DISHDISH Network CORP | CL A | 5,458 | $36.0K | <0.1% | +5,458 | New | History |
Sold out since Q1 2023 (3)
Positions held at the end of Q1 2023 that are gone from this filing.