Hook Mill Capital Partners, LP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$167.7T
Holdings
40
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LLOWE'S COMPANIES | 44,354 | $10.0T | 5.97% | |
| 2 | WSMWILLIAMS SONOMA | 79,280 | $9.9T | 5.91% | |
| 3 | FERGFERGUSON | 60,822 | $9.6T | 5.70% | |
| 4 | BOOTBOOT BARN HOLDINGS | 112,613 | $9.5T | 5.69% | |
| 5 | ASOACADEMY SPORTS AND OUTDOORS | 169,198 | $9.1T | 5.45% | |
| 6 | USFDUS FOODS | 199,022 | $8.8T | 5.22% | |
| 7 | DKSDICKS SPORTING | 61,418 | $8.1T | 4.84% | |
| 8 | MDLZMONDELEZ INTERNATIONAL | 94,257 | $6.9T | 4.10% | |
| 9 | AMZNAMAZON COM | 48,195 | $6.3T | 3.75% | |
| 10 | DECKDECKERS OUTDOOR | 11,608 | $6.1T | 3.65% | |
| 11 | TOLTOLL BROTHERS | 73,839 | $5.8T | 3.48% | |
| 12 | TPRTAPESTRY | 135,843 | $5.8T | 3.47% | |
| 13 | RCLROYAL CARIBBEAN GROUP | 55,912 | $5.8T | 3.46% | |
| 14 | WMTWALMART | 36,180 | $5.7T | 3.39% | |
| 15 | DHID R HORTON | 45,215 | $5.5T | 3.28% | |
| 16 | ZGZILLOW GROUP | 106,963 | $5.3T | 3.14% | |
| 17 | TPDTEMPUR SEALY INTERNATIONAL | 124,879 | $5.0T | 2.98% | |
| 18 | LADLITHIA MOTORS | 15,046 | $4.6T | 2.73% | |
| 19 | BLDRBUILDERS FIRSTSOURCE | 31,577 | $4.3T | 2.56% | |
| 20 | KELKELLOGG | 63,146 | $4.3T | 2.54% | |
| 21 | WWEUSDWORLD WRESTLING ENTERTAINM | 37,222 | $4.0T | 2.41% | |
| 22 | MNSTMONSTER BEVERAGE | 69,122 | $4.0T | 2.37% | |
| 23 | ANAUTONATION | 22,210 | $3.7T | 2.18% | |
| 24 | FNDFLOOR DECOR HOLDINGS | 34,917 | $3.6T | 2.16% | |
| 25 | DRIDARDEN RESTAURANTS | 16,702 | $2.8T | 1.66% | |
| 26 | ELLAUDER ESTEE | 13,152 | $2.6T | 1.54% | |
| 27 | CHTRCHARTER COMMUNICATIONS | 5,416 | $2.0T | 1.19% | |
| 28 | TREXTREX | 28,281 | $1.9T | 1.11% | |
| 29 | BURLBURLINGTON STORES | 11,256 | $1.8T | 1.06% | |
| 30 | RLRALPH LAUREN | 14,082 | $1.7T | 1.04% | |
| 31 | CRICARTERS | 21,810 | $1.6T | 0.94% | |
| 32 | MARMARRIOTT INTERNATIONAL | 4,674 | $858.6B | 0.51% | |
| 33 | BLDTOPBUILD | 865 | $230.1B | 0.14% | |
| 34 | SHYFSHYFT GROUP | 6,583 | $145.2B | 0.09% | |
| 35 | PFGCPERFORMANCE FOOD GROUP | 2,356 | $141.9B | 0.08% | |
| 36 | DOOREURMASONITE INTERNATIONAL | 1,179 | $120.8B | 0.07% | |
| 37 | LOVELOVESAC COMPANY | 3,115 | $83.9B | 0.05% | |
| 38 | LENLENNAR | 653 | $81.8B | 0.05% | |
| 39 | ARHSARHAUS | 5,688 | $59.3B | 0.04% | |
| 40 | DISHDISH NETWORK | 5,458 | $36.0B | 0.02% |