Hook Mill Capital Partners, LP
- SEC CIK
- 0001943395
- 最新申報
- 2026/8/14
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/22 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 40
- 較 2023 年第 1 季 +12
- 總值
- $1.68 億
- 較 2023 年第 1 季 +$3,350 萬 (+25.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LOWLowes Companies Inc | Stock | 44,354 | $1,001 萬 | 6.0% | +15,269+52.5% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 79,280 | $992.1 萬 | 5.9% | −8,099−9.3% | 減碼 | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 60,822 | $956.8 萬 | 5.7% | −16,430−21.3% | 減碼 | 歷史 |
| BOOTBoot Barn Holdings, Inc. | COM | 112,613 | $953.7 萬 | 5.7% | +16,690+17.4% | 加碼 | 歷史 |
| ASOAcademy Sports & Outdoors, Inc. | COM | 169,198 | $914.5 萬 | 5.5% | +16,058+10.5% | 加碼 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 199,022 | $875.7 萬 | 5.2% | +199,022 | 新進 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 61,418 | $811.9 萬 | 4.8% | −16,004−20.7% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 94,257 | $687.5 萬 | 4.1% | +23,734+33.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 48,195 | $628.3 萬 | 3.7% | +48,195 | 新進 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 11,608 | $612.5 萬 | 3.7% | −7,662−39.8% | 減碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 73,839 | $583.8 萬 | 3.5% | −2,644−3.5% | 減碼 | 歷史 |
| TPRTapestry, Inc. | COM | 135,843 | $581.4 萬 | 3.5% | −41,544−23.4% | 減碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 55,912 | $580.0 萬 | 3.5% | −44,887−44.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 36,180 | $568.7 萬 | 3.4% | +36,180 | 新進 | 歷史 |
| DHIHorton D R Inc | COM | 45,215 | $550.2 萬 | 3.3% | −7,414−14.1% | 減碼 | 歷史 |
| ZGZillow Group, Inc. | CL A | 106,963 | $526.3 萬 | 3.1% | −57,699−35.0% | 減碼 | 歷史 |
| SGISomnigroup International Inc. | COM | 124,879 | $500.4 萬 | 3.0% | +509+0.4% | 加碼 | 歷史 |
| LADLithia Motors Inc | COM | 15,046 | $457.6 萬 | 2.7% | +15,046 | 新進 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 31,577 | $429.4 萬 | 2.6% | +9,234+41.3% | 加碼 | 歷史 |
| KKellanova | Stock | 63,146 | $425.6 萬 | 2.5% | +24,562+63.7% | 加碼 | 歷史 |
| WWEWorld Wrestling Entertainment, LLC | CL A | 37,222 | $403.7 萬 | 2.4% | −10,193−21.5% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 69,122 | $397.0 萬 | 2.4% | −14,486−17.3% | 減碼 | 歷史 |
| ANAutonation, Inc. | COM | 22,210 | $365.6 萬 | 2.2% | +9,309+72.2% | 加碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 34,917 | $363.0 萬 | 2.2% | +17,604+101.7% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 16,702 | $279.1 萬 | 1.7% | +5,147+44.5% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 13,152 | $258.3 萬 | 1.5% | +13,152 | 新進 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 5,416 | $199.0 萬 | 1.2% | +5,416 | 新進 | 歷史 |
| TREXTrex Co Inc | COM | 28,281 | $185.4 萬 | 1.1% | +28,281 | 新進 | 歷史 |
| BURLBurlington Stores, Inc. | COM | 11,256 | $177.2 萬 | 1.1% | +11,256 | 新進 | 歷史 |
| RLRalph Lauren Corp | CL A | 14,082 | $173.6 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| CRICarters Inc | COM | 21,810 | $158.3 萬 | 0.9% | −21,549−49.7% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 4,674 | $85.9 萬 | 0.5% | +4,674 | 新進 | 歷史 |
| BLDQXO Insulation, LLC | Stock | 865 | $23.0 萬 | 0.1% | +865 | 新進 | 歷史 |
| SHYFShyft Group, Inc. | COM | 6,583 | $14.5 萬 | 0.1% | −4,858−42.5% | 減碼 | 歷史 |
| PFGCPerformance Food Group Co | COM | 2,356 | $14.2 萬 | 0.1% | +2,356 | 新進 | 歷史 |
| DOORMasonite International Corp | COM | 1,179 | $12.1 萬 | 0.1% | +1,179 | 新進 | 歷史 |
| LOVELovesac Co | COM | 3,115 | $8.39 萬 | 0.1% | +3,115 | 新進 | 歷史 |
| LENLennar Corp | CL A | 653 | $8.18 萬 | <0.1% | +653 | 新進 | 歷史 |
| ARHSArhaus, Inc. | COM CL A | 5,688 | $5.93 萬 | <0.1% | −5,688−50.0% | 減碼 | 歷史 |
| DISHDISH Network CORP | CL A | 5,458 | $3.60 萬 | <0.1% | +5,458 | 新進 | 歷史 |
2023 年第 1 季之後清倉（3 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。