Hook Mill Capital Partners, LP
CIK 0001943395 · NEW YORK, NY · 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.
$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
Top Holdings
W
WAYFAIR INC
7.1%
FND
FLOOR & DECOR HLDGS INC
6.9%
FIVE
FIVE BELOW INC
6.7%
PG
PROCTER & GAMBLE CO
6.1%
MDLZ
MONDELEZ INTL INC
5.9%
BURL
BURLINGTON STORES INC
5.4%
MCD
MCDONALDS CORP
4.9%
CCL
CARNIVAL CORP LTD
4.9%
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.