Hook Mill Capital Partners, LP Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$118.2B

Holdings

30

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (30 positions)

#StockSharesValue% PortfolioType
1
DKSDICKS SPORTING ORD
79,713$9.6M0.01%
2
WSMWILLIAMS SONOMA ORD
81,008$9.3M0.01%
3
DECKDECKERS OUTDOOR ORD
21,918$8.7M0.01%
4
FERGFERGUSON ORD
65,552$8.3M0.01%
5
MDLZMONDELEZ INTERNATIONAL CL A ORD
116,265$7.7M0.01%
6
DHID R HORTON ORD
84,731$7.6M0.01%
7
TPRTAPESTRY ORD
185,489$7.1M0.01%
8
ASOACADEMY SPORTS AND OUTDOORS ORD
109,179$5.7M0.00%
9
WWEUSDWORLD WRESTLING ENTERTAINM CL A ORD
79,613$5.5M0.00%
10
BOOTBOOT BARN HOLDINGS ORD
81,458$5.1M0.00%
11
RCLROYAL CARIBBEAN GROUP ORD
100,718$5.0M0.00%
12
MNSTMONSTER BEVERAGE ORD
41,804$4.2M0.00%
13
TPDTEMPUR SEALY INTERNATIONAL ORD
114,362$3.9M0.00%
14
PGPROCTER & GAMBLE ORD
24,898$3.8M0.00%
15
LULULULULEMON ATHLETICA ORD
10,184$3.3M0.00%
16
DRIDARDEN RESTAURANTS ORD
22,443$3.1M0.00%
17
TSCOTRACTOR SUPPLY ORD
13,343$3.0M0.00%
18
ROSTROSS STORES ORD
24,607$2.9M0.00%
19
KTBKONTOOR BRANDS ORD
66,759$2.7M0.00%
20
ZGZILLOW GROUP CL A ORD
85,493$2.7M0.00%
21
RLRALPH LAUREN CL A ORD
24,008$2.5M0.00%
22
ORLYO REILLY AUTOMOTIVE ORD
2,511$2.1M0.00%
23
CAKECHEESECAKE FACTORY ORD
65,239$2.1M0.00%
24
BLMNBLOOMIN BRANDS ORD
77,867$1.6M0.00%
25
SHYFSHYFT GROUP ORD
11,441$284K0.00%
26
BLDRBUILDERS FIRSTSOURCE ORD
3,282$212K0.00%
27
PFGCPERFORMANCE FOOD GROUP ORD
2,356$137K0.00%
28
NFLXNETFLIX ORD
311$91K0.00%
29
ARHSARHAUS CL A ORD
6,677$65K0.00%
30
DISHDISH NETWORK CL A ORD
2,448$34K0.00%