HAWK RIDGE CAPITAL MANAGEMENT LP
CIK 0001609074 · LOS ANGELES, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.12B
2026 Q2
Positions
44
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
60.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SIMO
SILICON MOTION TECHNOLOGY CO
10.9%
RBA
RB GLOBAL INC
7.3%
OPLN
OPENLANE INC
6.6%
VRSN
VERISIGN INC
6.4%
CPAY
CORPAY INC
5.9%
STX
SEAGATE TECHNOLOGY HLDNGS PL
4.9%
KMX
CARMAX INC
4.8%
ALLE
ALLEGION PLC
4.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.