HAWK RIDGE CAPITAL MANAGEMENT LP
HAWK RIDGE CAPITAL MANAGEMENT LP reported 44 positions worth $3.12B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SIMO (10.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SIMO | SH | $338.4M | 10.85% | 1,015,215 | — | — | |
| ▸ 2 | RBA | SH | $227.4M | 7.29% | 1,952,874 | — | — | |
| ▸ 3 | OPLN | SH | $204.8M | 6.57% | 4,967,144 | — | — | |
| ▸ 4 | VRSN | SH | $200.8M | 6.44% | 798,295 | — | — | |
| ▸ 5 | CPAY | SH | $183.9M | 5.90% | 551,756 | — | — | |
| ▸ 6 | STX | SH | $153.7M | 4.93% | 159,320 | — | — | |
| ▸ 7 | KMX | SH | $149.9M | 4.81% | 2,834,458 | — | — | |
| ▸ 8 | ALLE | SH | $143.0M | 4.59% | 1,017,907 | — | — | |
| ▸ 9 | WWD | SH | $137.7M | 4.42% | 323,629 | — | — | |
| ▸ 10 | MLM | SH | $137.6M | 4.41% | 238,655 | — | — |
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Frequently Asked Questions
What stocks does HAWK RIDGE CAPITAL MANAGEMENT LP hold as of Q2 2026?
HAWK RIDGE CAPITAL MANAGEMENT LP reported 44 positions worth $3.12B in its Q2 2026 13F filing. Largest positions: SIMO (10.9%), RBA (7.3%), OPLN (6.6%), VRSN (6.4%) and CPAY (5.9%).
What did HAWK RIDGE CAPITAL MANAGEMENT LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did HAWK RIDGE CAPITAL MANAGEMENT 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.