Hook Mill Capital Partners, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$783.4T
Holdings
36
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BKNGBOOKING HOLDINGS INC | 11,918 | $54.9M | 0.00% | |
| 2 | TPRTAPESTRY INC | 759,758 | $53.5M | 0.00% | |
| 3 | BURLBURLINGTON STORES INC | 199,886 | $47.6M | 0.00% | |
| 4 | MDLZMONDELEZ INTL INC | 696,333 | $47.2M | 0.00% | |
| 5 | URBNURBAN OUTFITTERS INC | 720,752 | $37.8M | 0.00% | |
| 6 | CCLCARNIVAL CORP | 1,877,685 | $36.7M | 0.00% | |
| 7 | LOWLOWES COS INC | 153,851 | $35.9M | 0.00% | |
| 8 | MHKMOHAWK INDS INC | 287,065 | $32.8M | 0.00% | |
| 9 | CNKCINEMARK HLDGS INC | 1,281,723 | $31.9M | 0.00% | |
| 10 | HDHOME DEPOT INC | 84,749 | $31.1M | 0.00% | |
| 11 | ASAMER SPORTS INC | 1,156,541 | $30.9M | 0.00% | |
| 12 | DKSDICKS SPORTING GOODS INC | 145,535 | $29.3M | 0.00% | |
| 13 | AZEKAZEK CO INC | 567,552 | $27.7M | 0.00% | |
| 14 | BOOTBOOT BARN HLDGS INC | 251,356 | $27.0M | 0.00% | |
| 15 | SNSHARKNINJA INC | 293,719 | $24.5M | 0.00% | |
| 16 | FIVEFIVE BELOW INC | 325,285 | $24.4M | 0.00% | Put |
| 17 | WSMWILLIAMS SONOMA INC | 149,578 | $23.6M | 0.00% | |
| 18 | PFGCPERFORMANCE FOOD GROUP CO | 290,806 | $22.9M | 0.00% | |
| 19 | SBUXSTARBUCKS CORP | 210,786 | $20.7M | 0.00% | |
| 20 | TPDSOMNIGROUP INTERNATIONAL INC | 333,783 | $20.0M | 0.00% | |
| 21 | VIKVIKING HOLDINGS LTD | 458,671 | $18.2M | 0.00% | |
| 22 | ASOACADEMY SPORTS & OUTDOORS IN | 367,601 | $16.8M | 0.00% | |
| 23 | YETIYETI HLDGS INC | 492,329 | $16.3M | 0.00% | |
| 24 | RLRALPH LAUREN CORP | 64,632 | $14.3M | 0.00% | |
| 25 | MCDMCDONALDS CORP | 39,422 | $12.3M | 0.00% | |
| 26 | RCLROYAL CARIBBEAN GROUP | 59,571 | $12.2M | 0.00% | |
| 27 | 4I1PHILIP MORRIS INTL INC | 74,324 | $11.8M | 0.00% | |
| 28 | USFDUS FOODS HLDG CORP | 159,505 | $10.4M | 0.00% | |
| 29 | TOLTOLL BROTHERS INC | 87,705 | $9.3M | 0.00% | |
| 30 | BLDRBUILDERS FIRSTSOURCE INC | 2,469 | $308K | 0.00% | |
| 31 | JDJD.COM INC | 6,945 | $285K | 0.00% | |
| 32 | CVNACARVANA CO | 1,211 | $253K | 0.00% | |
| 33 | WHRWHIRLPOOL CORP | 2,081 | $187K | 0.00% | |
| 34 | CARTMAPLEBEAR INC | 4,100 | $163K | 0.00% | |
| 35 | FNDFLOOR & DECOR HLDGS INC | 1,372 | $110K | 0.00% | |
| 36 | ANAUTONATION INC | 641 | $103K | 0.00% |