Hook Mill Capital Partners, LP

CIK 0001943395 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Hook Mill Capital Partners, LP reported 37 positions worth $1.08B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: W (7.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.08B
2026 Q2
Positions
37
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
57.0%
Est. Net Flow (Q)
2026 Q2
10 / 37 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1WWAYFAIR INCSH$76.4M7.09%826,823
2FNDFLOOR & DECOR HLDGS INCSH$74.1M6.88%1,248,931
3FIVEFIVE BELOW INCSH$71.7M6.65%398,770
4PGPROCTER & GAMBLE COSH$66.2M6.15%451,777
5MDLZMONDELEZ INTL INCSH$63.7M5.91%1,100,694
6BURLBURLINGTON STORES INCSH$58.3M5.41%183,884
7MCDMCDONALDS CORPSH$53.2M4.94%196,990
8CCLCARNIVAL CORP LTDSH$52.6M4.89%1,842,815
9ASAMER SPORTS INCSH$48.9M4.54%1,444,222
10PFGCPERFORMANCE FOOD GROUP COSH$48.7M4.52%435,236

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Hook Mill Capital Partners, LP hold as of Q2 2026?

Hook Mill Capital Partners, LP reported 37 positions worth $1.08B in its Q2 2026 13F filing. Largest positions: W (7.1%), FND (6.9%), FIVE (6.7%), PG (6.1%) and MDLZ (5.9%).

What did Hook Mill Capital Partners, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Hook Mill Capital Partners, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.