Hook Mill Capital Partners, LP Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$257.1T
Holdings
41
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WSMWILLIAMS SONOMA INC | 142,877 | $22.2T | 8.64% | |
| 2 | LOWLOWES COS INC | 65,874 | $13.7T | 5.32% | |
| 3 | USFDUS FOODS HLDG CORP | 322,698 | $12.8T | 4.98% | |
| 4 | TPDTEMPUR SEALY INTL INC | 285,686 | $12.4T | 4.82% | |
| 5 | KTBKONTOOR BRANDS INC | 266,107 | $11.7T | 4.54% | |
| 6 | ASOACADEMY SPORTS & OUTDOORS IN | 243,496 | $11.5T | 4.48% | |
| 7 | CHTRCHARTER COMMUNICATIONS INC N | 25,585 | $11.3T | 4.38% | |
| 8 | BURL 2.25 04/15/25BURLINGTON STORES INC | 77,491 | $10.5T | 4.08% | |
| 9 | WMTWALMART INC | 64,494 | $10.3T | 4.01% | |
| 10 | CRICARTERS INC | 139,742 | $9.7T | 3.76% | |
| 11 | AMZNAMAZON COM INC | 75,490 | $9.6T | 3.73% | |
| 12 | FERGFERGUSON PLC NEW | 51,778 | $8.5T | 3.31% | |
| 13 | MDLZMONDELEZ INTL INC | 117,187 | $8.1T | 3.16% | |
| 14 | DHID R HORTON INC | 72,414 | $7.8T | 3.03% | |
| 15 | BOOTBOOT BARN HLDGS INC | 94,918 | $7.7T | 3.00% | |
| 16 | TOLTOLL BROTHERS INC | 102,842 | $7.6T | 2.96% | |
| 17 | MNSTMONSTER BEVERAGE CORP NEW | 140,512 | $7.4T | 2.89% | |
| 18 | RCLROYAL CARIBBEAN GROUP | 78,334 | $7.2T | 2.81% | |
| 19 | KELKELLANOVA | 118,059 | $7.0T | 2.73% | |
| 20 | PGPROCTER AND GAMBLE CO | 47,130 | $6.9T | 2.67% | |
| 21 | DKSDICKS SPORTING GOODS INC | 60,870 | $6.6T | 2.57% | |
| 22 | ZGZILLOW GROUP INC | 139,618 | $6.3T | 2.43% | |
| 23 | TPRTAPESTRY INC | 216,950 | $6.2T | 2.43% | |
| 24 | BLDRBUILDERS FIRSTSOURCE INC | 36,773 | $4.6T | 1.78% | |
| 25 | ANAUTONATION INC | 29,098 | $4.4T | 1.71% | |
| 26 | ROSTROSS STORES INC | 36,837 | $4.2T | 1.62% | |
| 27 | URBNURBAN OUTFITTERS INC | 117,320 | $3.8T | 1.49% | |
| 28 | ZGNERMENEGILDO ZEGNA N V | 246,795 | $3.4T | 1.34% | |
| 29 | LADLITHIA MTRS INC | 11,027 | $3.3T | 1.27% | |
| 30 | BLDTOPBUILD CORP | 12,040 | $3.0T | 1.18% | |
| 31 | WWAYFAIR INC | 32,821 | $2.0T | 0.77% | |
| 32 | TKOTKO GROUP HOLDINGS INC | 21,601 | $1.8T | 0.71% | |
| 33 | MARMARRIOTT INTL INC NEW | 7,828 | $1.5T | 0.60% | |
| 34 | LYFTLYFT INC | 125,955 | $1.3T | 0.52% | |
| 35 | DECKDECKERS OUTDOOR CORP | 553 | $284.3B | 0.11% | |
| 36 | PFGCPERFORMANCE FOOD GROUP CO | 2,356 | $138.7B | 0.05% | |
| 37 | LOVELOVESAC COMPANY | 4,568 | $91.0B | 0.04% | |
| 38 | LENLENNAR CORP | 653 | $73.3B | 0.03% | |
| 39 | ARHSARHAUS INC | 7,808 | $72.6B | 0.03% | |
| 40 | ODDODDITY TECH LTD | 2,373 | $67.3B | 0.03% | |
| 41 | DISHDISH NETWORK CORPORATION | 5,458 | $32.0B | 0.01% |