Hook Mill Capital Partners, LP
CIK 1943395
13F filing for Q2 2026・No. 2,460
- Holdings
- US$1.08B
- Quarter change
- −US$56.07M
- Entries
- 37
- Net bought (estimate)
- −US$139.09M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 12
- Cut 16
- Added 10
- Corporate actions 0
- Unchanged 1
Largest holdings
37 stocks worth US$1.08B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| WWAYFAIR INCCL A | Cut | 826,823 | US$76.41M | 7.09% |
| FNDFLOOR & DECOR HLDGS INCCL A | Added | 1,248,931 | US$74.14M | 6.88% |
| FIVEFIVE BELOW INCCOM | Added | 398,770 | US$71.69M | 6.65% |
| PGPROCTER & GAMBLE COCOM | Added | 451,777 | US$66.25M | 6.15% |
| MDLZMONDELEZ INTL INCCL A | Added | 1,100,694 | US$63.66M | 5.91% |
| BURLBURLINGTON STORES INCCOM | Added | 183,884 | US$58.25M | 5.41% |
| MCDMCDONALDS CORPCOM | Added | 196,990 | US$53.25M | 4.94% |
| CARNIVAL CORP LTDCOMMON SHARES | New | 1,842,815 | US$52.65M | 4.89% |
| ASAMER SPORTS INCCOM SHS | Cut | 1,444,222 | US$48.87M | 4.54% |
| PFGCPERFORMANCE FOOD GROUP COCOM | Cut | 435,236 | US$48.66M | 4.52% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.