Investor
Hook Mill Capital Partners, LP
CIK 0001943395 · filed 2026-05-15 · SEC filing
13F book
$1.13B
Positions
39
11 new · 11 sold
Largest name
6.9%
Wayfair Inc. · W
Est. mark
−$41.5M
Price effect on 28 names still held. Flow $112.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Wayfair Inc. | W | 1.04M | $78.2M | 6.9% | −$21.7M | Added−$8.45M |
| Five Below, Inc | FIVE | 299.3K | $68.4M | 6.0% | $12M | Cut−$12.8M |
| Floor & Decor Hldgs Inc | — | 1.2M | $61.1M | 5.4% | −$10.3M | Added−$974.6K |
| Burlington Stores, Inc. | BURL | 182.2K | $59.3M | 5.2% | $6.65M | Cut−$3.59M |
| Performance Food Group Co | PFGC | 657.6K | $56.3M | 5.0% | −$2.41M | Added$5.54M |
| Carnival Corp Ltd. | CCL | 2.03M | $52.5M | 4.6% | −$9.46M | Cut−$25M |
| Amer Sports, Inc. | AS | 1.54M | $50.6M | 4.5% | −$5.54M | Added$3.88M |
| Procter And Gamble Co | PG | 343.9K | $49.7M | 4.4% | $295.9K | Added$12.2M |
| Constellation Brands, Inc. | STZ | 299.5K | $44.9M | 4.0% | $2.92M | Added$11.5M |
| Mondelez Intl Inc | — | 709.7K | $40.9M | 3.6% | $2.69M | Added$2.93M |
| Nexstar Media Group, Inc. | NXST | 213.3K | $38.6M | 3.4% | — | New |
| Viking Holdings Ltd | VIK | 501.8K | $36.9M | 3.3% | $1.03M | Added$1.49M |
| Chewy, Inc. | CHWY | 1.31M | $35.5M | 3.1% | — | New |
| Amazon Com Inc | AMZN | 158.4K | $33M | 2.9% | — | New |
| Ross Stores, Inc. | ROST | 150K | $32.5M | 2.9% | — | New |
| Boot Barn Hldgs Inc | — | 216.9K | $31.7M | 2.8% | −$4.91M | Added$2.98M |
| SharkNinja, Inc. | SN | 284.9K | $30.2M | 2.7% | −$1.71M | Cut−$15.3M |
| Royal Caribbean Group | — | 105.4K | $29M | 2.6% | −$9.21K | Added$28.3M |
| Urban Outfitters Inc | URBN | 453.8K | $28.8M | 2.5% | −$3.88M | Added$4.26M |
| Liberty Media Corp Del | — | 332.6K | $28.3M | 2.5% | — | New |
| Mohawk Inds Inc | — | 281.3K | $27.7M | 2.4% | −$2.49M | Added$2.57M |
| Birkenstock Holding Plc | BIRK | 771.3K | $27.6M | 2.4% | −$3.78M | Added−$2.82M |
| Mcdonalds Corp | MCD | 82.5K | $25.6M | 2.3% | — | New |
| Fox Corp | — | 401.7K | $23.5M | 2.1% | — | New |
| Maplebear Inc. | CART | 441.4K | $16.5M | 1.5% | — | New |
| Academy Sports & Outdoors In | — | 280.1K | $15.8M | 1.4% | $907.6K | Added$8.82M |
| Williams Sonoma Inc | WSM | 85.2K | $15.5M | 1.4% | $318.5K | Cut−$3.81M |
| Yum Brands Inc | YUM | 99K | $15.4M | 1.4% | $415.8K | Cut−$15.5M |
| Lowes Cos Inc | — | 64.3K | $15.2M | 1.3% | −$313.9K | Cut−$11.5M |
| Ulta Beauty, Inc. | ULTA | 24.2K | $12.7M | 1.1% | −$1.99M | Cut−$6.9M |
| Bobs Disc Furniture Inc | — | 1.05M | $12.3M | 1.1% | — | New |
| Ralph Lauren Corp | RL | 34.4K | $11.8M | 1.0% | −$6.86K | Added$11.6M |
| RH | RH | 72.6K | $10.2M | 0.9% | — | New |
| D R Horton Inc | — | 58.1K | $7.97M | 0.7% | — | New |
| Toll Brothers, Inc. | TOL | 57.5K | $7.84M | 0.7% | $3.91K | Added$7.42M |
| Us Foods Hldg Corp | — | 7.32K | $674.9K | 0.1% | $123.6K | Cut−$14.6M |
| Carvana Co. | CVNA | 1.75K | $548.9K | 0.0% | −$187.9K | Held |
| Rocket Cos Inc | — | 15.4K | $220.1K | 0.0% | −$60.6K | Added−$9.52K |
| Zillow Group Inc | — | 4.91K | $203.1K | 0.0% | −$131.8K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.