Hook Mill Capital Partners, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.0T
Holdings
38
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CCLCARNIVAL CORP | 2,223,235 | $62.5B | 6.15% | |
| 2 | TPRTAPESTRY INC | 685,504 | $60.2B | 5.92% | |
| 3 | FIVEFIVE BELOW INC | 453,643 | $59.5B | 5.85% | |
| 4 | CNKCINEMARK HLDGS INC | 1,619,515 | $48.9B | 4.80% | |
| 5 | MDLZMONDELEZ INTL INC | 712,965 | $48.1B | 4.73% | |
| 6 | DGDOLLAR GEN CORP NEW | 393,378 | $45.0B | 4.42% | |
| 7 | HDHOME DEPOT INC | 119,222 | $43.7B | 4.30% | |
| 8 | SNSHARKNINJA INC | 438,246 | $43.4B | 4.26% | |
| 9 | PFGCPERFORMANCE FOOD GROUP CO | 482,254 | $42.2B | 4.15% | |
| 10 | VIKVIKING HOLDINGS LTD | 782,026 | $41.7B | 4.10% | |
| 11 | WWAYFAIR INC | 781,484 | $40.0B | 3.93% | |
| 12 | WSMWILLIAMS SONOMA INC | 220,622 | $36.0B | 3.54% | |
| 13 | ASAMER SPORTS INC | 887,153 | $34.4B | 3.38% | |
| 14 | BKNGBOOKING HOLDINGS INC | 5,851 | $33.9B | 3.33% | |
| 15 | STZCONSTELLATION BRANDS INC | 193,572 | $31.5B | 3.10% | |
| 16 | URBNURBAN OUTFITTERS INC | 373,936 | $27.1B | 2.67% | |
| 17 | BOOTBOOT BARN HLDGS INC | 176,539 | $26.8B | 2.64% | |
| 18 | BURLBURLINGTON STORES INC | 112,810 | $26.2B | 2.58% | |
| 19 | YUMYUM BRANDS INC | 170,659 | $25.3B | 2.49% | |
| 20 | BIRKBIRKENSTOCK HOLDING PLC | 450,357 | $22.1B | 2.18% | |
| 21 | RLRALPH LAUREN CORP | 71,369 | $19.6B | 1.92% | |
| 22 | TAT&T INC | 665,927 | $19.3B | 1.89% | |
| 23 | GAPGAP INC | 875,298 | $19.1B | 1.88% | |
| 24 | DLTRDOLLAR TREE INC | 190,766 | $18.9B | 1.86% | |
| 25 | ETSYETSY INC | 372,991 | $18.7B | 1.84% | |
| 26 | DRIDARDEN RESTAURANTS INC | 72,867 | $15.9B | 1.56% | |
| 27 | 4I1PHILIP MORRIS INTL INC | 80,336 | $14.6B | 1.44% | |
| 28 | LEVILEVI STRAUSS & CO NEW | 762,732 | $14.1B | 1.39% | |
| 29 | USFDUS FOODS HLDG CORP | 178,973 | $13.8B | 1.35% | |
| 30 | TOLTOLL BROTHERS INC | 118,882 | $13.6B | 1.33% | |
| 31 | TPDSOMNIGROUP INTERNATIONAL INC | 194,408 | $13.2B | 1.30% | |
| 32 | DASHDOORDASH INC | 53,140 | $13.1B | 1.29% | |
| 33 | ASOACADEMY SPORTS & OUTDOORS IN | 232,443 | $10.4B | 1.02% | |
| 34 | MHKMOHAWK INDS INC | 61,524 | $6.5B | 0.63% | |
| 35 | KRKROGER CO | 88,054 | $6.3B | 0.62% | |
| 36 | RCLROYAL CARIBBEAN GROUP | 3,386 | $1.1B | 0.10% | |
| 37 | CVNACARVANA CO | 1,498 | $504.8M | 0.05% | |
| 38 | BLDRBUILDERS FIRSTSOURCE INC | 1,769 | $206.4M | 0.02% |