HAWK RIDGE CAPITAL MANAGEMENT LP Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$2.0B

Holdings

42

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (42 positions)

#StockSharesValue% PortfolioType
1
GMEDGLOBUS MED INC
2,225,772$110.5T5436973.23%
2
BLKBBLACKBAUD INC
1,484,580$104.4T5136174.09%
3
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
1,529,139$103.6T5096234.74%
4
FISFIDELITY NATL INFORMATION SV
1,765,848$97.6T4801755.57%
5
ACHCACADIA HEALTHCARE COMPANY IN
1,331,241$93.6T4605015.01%
6
BATRAATLANTA BRAVES HLDGS INC
2,521,170$90.1T4431925.11%
7
HPEHEWLETT PACKARD ENTERPRISE C
4,957,245$86.1T4236404.98%
8
ATRAPTARGROUP INC
665,801$83.3T4095912.54%
9
AXTAAXALTA COATING SYS LTD
2,952,198$79.4T3907104.50%
10
AYXEURALTERYX INC
2,046,000$77.1T3793927.55%
11
BUWABIO RAD LABS INC
214,376$76.8T3780611.17%
12
APPNAPPIAN CORP
1,623,647$74.1T3643417.63%
13
RPDRAPID7 INC
1,592,259$72.9T3586301.25%
14
LZLEGALZOOM COM INC
5,598,836$61.3T3013507.91%
15
WWDWOODWARD INC
490,042$60.9T2995862.80%
16
GTXGARRETT MOTION INC
7,328,854$57.8T2841316.14%
17
OPLNOPENLANE INC
3,704,978$55.3T2719641.91%
18
ALLEALLEGION PLC
510,000$53.1T2614539.22%
19
SONOSONOS INC
4,097,212$52.9T2602387.39%
20
3M4MASIMO CORP
567,765$49.8T2449212.25%
21
SIMOSILICON MOTION TECHNOLOGY CO
944,559$48.4T2381662.56%
22
DNBDUN & BRADSTREET HLDGS INC
4,645,463$46.4T2283241.01%
23
LIVNLIVANOVA PLC
863,496$45.7T2246513.53%
24
SHCSOTERA HEALTH CO
2,830,614$42.4T2086170.18%
25
BBWIBATH & BODY WORKS INC
1,142,362$38.6T1899668.05%
26
IFFINTERNATIONAL FLAVORS&FRAGRA
562,103$38.3T1885239.23%
27
PLNTPLANET FITNESS INC
599,359$29.5T1450216.45%
28
SIXEURSIX FLAGS ENTMT CORP NEW
1,193,868$28.1T1380912.66%
29
OUTOUTFRONT MEDIA INC
2,368,752$23.9T1177059.00%
30
FWONALIBERTY MEDIA CORP DEL
730,000$23.4T1152882.80%
31
BLBLACKLINE INC
393,961$21.9T1075149.04%
32
BBBLACKBERRY LTD
4,525,600$21.3T1048707.42%
33
ATDATI INC
455,098$18.7T921365.70%
34
ENQENTEGRIS INC
194,600$18.3T899108.17%
35
CRSCARPENTER TECHNOLOGY CORP
230,200$15.5T761195.97%
36
SMCIUSDSUPER MICRO COMPUTER INC
52,200$14.3T704250.07%
37
BCBEURPRIMO WATER CORPORATION
368,023$5.1T249868.37%
38
CABOCABLE ONE INC
6,883$4.2T208478.78%
39
CUTREURCUTERA INC
444,909$2.7T131772.54%
40
WOOFPETCO HEALTH & WELLNESS CO I
577,614$2.4T116230.00%
41
BATRAATLANTA BRAVES HLDGS INC
43,331$1.7T83291.24%
42
CNCCENTENE CORP DEL
20,300$1.4T68793.35%