Hook Mill Capital Partners, LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$379.3T
Holdings
34
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BURLBURLINGTON STORES INC | 164,984 | $32.1T | 8.46% | |
| 2 | ASOACADEMY SPORTS & OUTDOORS IN | 340,958 | $22.5T | 5.93% | |
| 3 | TPDTEMPUR SEALY INTL INC | 410,058 | $20.9T | 5.51% | |
| 4 | WSMWILLIAMS SONOMA INC | 99,652 | $20.1T | 5.30% | |
| 5 | RCLROYAL CARIBBEAN GROUP | 155,010 | $20.1T | 5.29% | |
| 6 | PGPROCTER AND GAMBLE CO | 104,298 | $15.3T | 4.03% | |
| 7 | KTBKONTOOR BRANDS INC | 244,633 | $15.3T | 4.03% | |
| 8 | PFGCPERFORMANCE FOOD GROUP CO | 198,724 | $13.7T | 3.62% | |
| 9 | MDLZMONDELEZ INTL INC | 188,839 | $13.7T | 3.61% | |
| 10 | ZGZILLOW GROUP INC | 234,571 | $13.3T | 3.51% | |
| 11 | DHID R HORTON INC | 81,876 | $12.4T | 3.28% | |
| 12 | AMZNAMAZON COM INC | 80,098 | $12.2T | 3.21% | |
| 13 | BLDRBUILDERS FIRSTSOURCE INC | 68,531 | $11.4T | 3.02% | |
| 14 | USFDUS FOODS HLDG CORP | 248,516 | $11.3T | 2.98% | |
| 15 | BLDTOPBUILD CORP | 29,778 | $11.1T | 2.94% | |
| 16 | TOLTOLL BROTHERS INC | 107,008 | $11.0T | 2.90% | |
| 17 | LOWLOWES COS INC | 47,743 | $10.6T | 2.80% | |
| 18 | RHRH | 36,386 | $10.6T | 2.80% | |
| 19 | KELKELLANOVA | 176,690 | $9.9T | 2.60% | |
| 20 | WMTWALMART INC | 56,565 | $8.9T | 2.35% | |
| 21 | BOOTBOOT BARN HLDGS INC | 110,304 | $8.5T | 2.23% | |
| 22 | WWAYFAIR INC | 137,085 | $8.5T | 2.23% | |
| 23 | RLRALPH LAUREN CORP | 58,548 | $8.4T | 2.23% | |
| 24 | MNSTMONSTER BEVERAGE CORP NEW | 142,284 | $8.2T | 2.16% | |
| 25 | CRICARTERS INC | 103,846 | $7.8T | 2.05% | |
| 26 | URBNURBAN OUTFITTERS INC | 189,157 | $6.8T | 1.78% | |
| 27 | TPRTAPESTRY INC | 172,027 | $6.3T | 1.67% | |
| 28 | FERGFERGUSON PLC NEW | 30,574 | $5.9T | 1.56% | |
| 29 | FNDFLOOR & DECOR HLDGS INC | 44,743 | $5.0T | 1.32% | |
| 30 | EATBRINKER INTL INC | 107,099 | $4.6T | 1.22% | |
| 31 | PVHPVH CORPORATION | 36,581 | $4.5T | 1.18% | |
| 32 | CASYCASEYS GEN STORES INC | 15,852 | $4.4T | 1.15% | |
| 33 | DASHDOORDASH INC | 39,151 | $3.9T | 1.02% | |
| 34 | DKSDICKS SPORTING GOODS INC | 1,373 | $201.8B | 0.05% |