Hook Mill Capital Partners, LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$796.7T
Holdings
41
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BURLBURLINGTON STORES INC | 192,423 | $50.7T | 6.36% | |
| 2 | MHKMOHAWK INDS INC | 299,603 | $48.1T | 6.04% | |
| 3 | PFGCPERFORMANCE FOOD GROUP CO | 518,004 | $40.6T | 5.10% | |
| 4 | CNKCINEMARK HLDGS INC | 1,423,884 | $39.6T | 4.98% | |
| 5 | WWAYFAIR INC | 674,341 | $37.9T | 4.75% | |
| 6 | TPDTEMPUR SEALY INTL INC | 637,597 | $34.8T | 4.37% | |
| 7 | ANAUTONATION INC | 183,768 | $32.9T | 4.13% | |
| 8 | RCLROYAL CARIBBEAN GROUP | 184,176 | $32.7T | 4.10% | |
| 9 | USFDUS FOODS HLDG CORP | 527,784 | $32.5T | 4.07% | |
| 10 | FIVEFIVE BELOW INC | 339,628 | $30.0T | 3.77% | |
| 11 | PGPROCTER AND GAMBLE CO | 173,078 | $30.0T | 3.76% | |
| 12 | MDLZMONDELEZ INTL INC | 375,967 | $27.7T | 3.48% | |
| 13 | ASOACADEMY SPORTS & OUTDOORS IN | 443,455 | $25.9T | 3.25% | |
| 14 | WSMWILLIAMS SONOMA INC | 165,303 | $25.6T | 3.21% | |
| 15 | LOWLOWES COS INC | 92,133 | $25.0T | 3.13% | |
| 16 | WMTWALMART INC | 303,942 | $24.5T | 3.08% | |
| 17 | HSYHERSHEY CO | 121,861 | $23.4T | 2.93% | |
| 18 | VIKVIKING HOLDINGS LTD | 596,847 | $20.8T | 2.61% | |
| 19 | GISGENERAL MLS INC | 273,773 | $20.2T | 2.54% | |
| 20 | CCLCARNIVAL CORP | 1,067,187 | $19.7T | 2.48% | |
| 21 | CARTMAPLEBEAR INC | 456,383 | $18.6T | 2.33% | |
| 22 | MCDMCDONALDS CORP | 61,011 | $18.6T | 2.33% | |
| 23 | ZZILLOW GROUP INC | 250,940 | $16.0T | 2.01% | |
| 24 | CHWYCHEWY INC | 515,672 | $15.1T | 1.90% | |
| 25 | WHRWHIRLPOOL CORP | 133,262 | $14.3T | 1.79% | |
| 26 | URBNURBAN OUTFITTERS INC | 363,892 | $13.9T | 1.75% | |
| 27 | BLDRBUILDERS FIRSTSOURCE INC | 62,006 | $12.0T | 1.51% | |
| 28 | TOLTOLL BROTHERS INC | 74,976 | $11.6T | 1.45% | |
| 29 | DHID R HORTON INC | 55,425 | $10.6T | 1.33% | |
| 30 | RLRALPH LAUREN CORP | 48,096 | $9.3T | 1.17% | |
| 31 | ZGZILLOW GROUP INC | 86,237 | $5.3T | 0.67% | |
| 32 | GPIGROUP 1 AUTOMOTIVE INC | 13,245 | $5.1T | 0.64% | |
| 33 | SBUXSTARBUCKS CORP | 47,808 | $4.7T | 0.58% | |
| 34 | LULULULULEMON ATHLETICA INC | 16,757 | $4.5T | 0.57% | |
| 35 | TPRTAPESTRY INC | 95,967 | $4.5T | 0.57% | |
| 36 | DKSDICKS SPORTING GOODS INC | 21,281 | $4.4T | 0.56% | |
| 37 | ARHSARHAUS INC | 340,886 | $4.2T | 0.53% | |
| 38 | BLDTOPBUILD CORP | 1,408 | $572.8B | 0.07% | |
| 39 | JDJD.COM INC | 7,984 | $319.4B | 0.04% | |
| 40 | BKNGBOOKING HOLDINGS INC | 60 | $252.7B | 0.03% | |
| 41 | LOVELOVESAC COMPANY | 8,378 | $240.0B | 0.03% |