Hook Mill Capital Partners, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.1T
Holdings
38
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FIVEFIVE BELOW ORD | 526,329 | $81.4B | 7.44% | |
| 2 | MCDMCDONALD'S ORD | 228,812 | $69.5B | 6.35% | |
| 3 | HDHOME DEPOT ORD | 153,668 | $62.3B | 5.69% | |
| 4 | WWAYFAIR CL A ORD | 682,558 | $61.0B | 5.57% | |
| 5 | CCLCARNIVAL ORD | 2,056,158 | $59.4B | 5.43% | |
| 6 | PFGCPERFORMANCE FOOD GROUP ORD | 508,017 | $52.9B | 4.83% | |
| 7 | MDLZMONDELEZ INTERNATIONAL CL A ORD | 839,265 | $52.4B | 4.79% | |
| 8 | BURLBURLINGTON STORES ORD | 191,728 | $48.8B | 4.46% | |
| 9 | BIRKBIRKENSTOCK HOLDING ORD | 1,040,397 | $47.1B | 4.30% | |
| 10 | TPRTAPESTRY ORD | 404,686 | $45.8B | 4.19% | |
| 11 | ASAMER SPORTS ORD | 1,142,494 | $39.7B | 3.63% | |
| 12 | URBNURBAN OUTFITTERS ORD | 460,803 | $32.9B | 3.01% | |
| 13 | VIKVIKING HOLDINGS ORD | 498,818 | $31.0B | 2.83% | |
| 14 | STZCONSTELLATION BRANDS CL A ORD | 216,973 | $29.2B | 2.67% | |
| 15 | LADLITHIA MOTORS ORD | 92,182 | $29.1B | 2.66% | |
| 16 | SNSHARKNINJA ORD | 277,876 | $28.7B | 2.62% | |
| 17 | FNDFLOOR DECOR HOLDINGS CL A ORD | 383,708 | $28.3B | 2.58% | |
| 18 | WMTWALMART ORD | 271,252 | $28.0B | 2.55% | |
| 19 | BRBRBELLRING BRANDS ORD | 755,214 | $27.5B | 2.51% | |
| 20 | BOOTBOOT BARN HOLDINGS ORD | 156,729 | $26.0B | 2.37% | |
| 21 | LEVILEVI STRAUSS CL A ORD | 965,126 | $22.5B | 2.05% | |
| 22 | CNKCINEMARK HOLDINGS ORD | 768,984 | $21.5B | 1.97% | |
| 23 | MHKMOHAWK INDUSTRIES ORD | 166,926 | $21.5B | 1.97% | |
| 24 | WSMWILLIAMS SONOMA ORD | 109,074 | $21.3B | 1.95% | |
| 25 | USFDUS FOODS ORD | 277,826 | $21.3B | 1.94% | |
| 26 | DLTRDOLLAR TREE ORD | 223,070 | $21.1B | 1.92% | |
| 27 | ZZILLOW GROUP CL C ORD | 181,975 | $14.0B | 1.28% | |
| 28 | TOLTOLL BROTHERS ORD | 100,963 | $13.9B | 1.27% | |
| 29 | WYNNWYNN RESORTS ORD | 86,188 | $11.1B | 1.01% | |
| 30 | 4I1PHILIP MORRIS INTERNATIONAL ORD | 65,904 | $10.7B | 0.98% | |
| 31 | YETIYETI HOLDINGS ORD | 298,298 | $9.9B | 0.90% | |
| 32 | ASOACADEMY SPORTS AND OUTDOORS ORD | 157,384 | $7.9B | 0.72% | |
| 33 | NCLHNORWEGIAN CRUISE LINE HOLDINGS ORD | 304,910 | $7.5B | 0.69% | |
| 34 | TPDSOMNIGROUP INTERNATIONAL ORD | 88,770 | $7.5B | 0.68% | |
| 35 | RCLROYAL CARIBBEAN GROUP ORD | 2,463 | $797.0M | 0.07% | |
| 36 | CVNACARVANA CL A ORD | 1,498 | $565.1M | 0.05% | |
| 37 | BLDRBUILDERS FIRSTSOURCE ORD | 2,848 | $345.3M | 0.03% | |
| 38 | RLRALPH LAUREN CL A ORD | 713 | $223.6M | 0.02% |