Hook Mill Capital Partners, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$982.0B
Holdings
42
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CCLCARNIVAL CORP | 2,199,622 | $54.8B | 5.58% | |
| 2 | TPRTAPESTRY INC | 829,776 | $54.2B | 5.52% | |
| 3 | BURLBURLINGTON STORES INC | 178,208 | $50.8B | 5.17% | |
| 4 | CNKCINEMARK HLDGS INC | 1,431,924 | $44.4B | 4.52% | |
| 5 | FIVEFIVE BELOW INC | 410,477 | $43.1B | 4.39% | |
| 6 | PFGCPERFORMANCE FOOD GROUP CO | 509,092 | $43.0B | 4.38% | |
| 7 | DKSDICKS SPORTING GOODS INC | 182,234 | $41.7B | 4.25% | |
| 8 | MHKMOHAWK INDS INC | 329,585 | $39.3B | 4.00% | |
| 9 | LOWLOWES COS INC | 142,162 | $35.1B | 3.57% | |
| 10 | VIKVIKING HOLDINGS LTD | 787,526 | $34.7B | 3.53% | |
| 11 | AMZNAMAZON COM INC | 152,582 | $33.5B | 3.41% | |
| 12 | ASAMER SPORTS INC | 1,181,298 | $33.0B | 3.36% | |
| 13 | PGPROCTER AND GAMBLE CO | 195,330 | $32.7B | 3.33% | |
| 14 | TPDTEMPUR SEALY INTL INC | 565,322 | $32.0B | 3.26% | |
| 15 | MDLZMONDELEZ INTL INC | 532,501 | $31.8B | 3.24% | |
| 16 | WHRWHIRLPOOL CORP | 277,113 | $31.7B | 3.23% | |
| 17 | RHRH | 68,443 | $26.9B | 2.74% | |
| 18 | ASOACADEMY SPORTS & OUTDOORS IN | 457,605 | $26.3B | 2.68% | |
| 19 | USFDUS FOODS HLDG CORP | 379,851 | $25.6B | 2.61% | |
| 20 | WWAYFAIR INC | 561,564 | $24.9B | 2.53% | |
| 21 | WSMWILLIAMS SONOMA INC | 126,001 | $23.3B | 2.38% | |
| 22 | CARTMAPLEBEAR INC | 556,069 | $23.0B | 2.35% | |
| 23 | YETIYETI HLDGS INC | 566,891 | $21.8B | 2.22% | |
| 24 | URBNURBAN OUTFITTERS INC | 378,831 | $20.8B | 2.12% | |
| 25 | LADLITHIA MTRS INC | 49,358 | $17.6B | 1.80% | |
| 26 | LULULULULEMON ATHLETICA INC | 45,925 | $17.6B | 1.79% | |
| 27 | ROSTROSS STORES INC | 99,556 | $15.1B | 1.53% | |
| 28 | 4I1PHILIP MORRIS INTL INC | 113,912 | $13.7B | 1.40% | |
| 29 | ANAUTONATION INC | 70,486 | $12.0B | 1.22% | |
| 30 | LEVILEVI STRAUSS & CO NEW | 676,560 | $11.7B | 1.19% | |
| 31 | SBUXSTARBUCKS CORP | 122,708 | $11.2B | 1.14% | |
| 32 | BLDRBUILDERS FIRSTSOURCE INC | 66,030 | $9.4B | 0.96% | |
| 33 | DRIDARDEN RESTAURANTS INC | 47,588 | $8.9B | 0.90% | |
| 34 | AZEKAZEK CO INC | 176,637 | $8.4B | 0.85% | |
| 35 | CASYCASEYS GEN STORES INC | 21,099 | $8.4B | 0.85% | |
| 36 | WMTWALMART INC | 65,115 | $5.9B | 0.60% | |
| 37 | KRKROGER CO | 95,932 | $5.9B | 0.60% | |
| 38 | DALDELTA AIR LINES INC DEL | 84,712 | $5.1B | 0.52% | |
| 39 | RCLROYAL CARIBBEAN GROUP | 4,749 | $1.1B | 0.11% | |
| 40 | ZGZILLOW GROUP INC | 9,689 | $686.5M | 0.07% | |
| 41 | TOLTOLL BROTHERS INC | 4,334 | $545.9M | 0.06% | |
| 42 | BLDTOPBUILD CORP | 720 | $224.2M | 0.02% |