Hook Mill Capital Partners, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.1B
Holdings
39
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WWAYFAIR INC | 862,992 | $86.7M | 8.16% | |
| 2 | FIVEFIVE BELOW INC | 430,984 | $81.2M | 7.64% | |
| 3 | CCLCARNIVAL CORP | 2,537,525 | $77.5M | 7.29% | |
| 4 | BURLBURLINGTON STORES INC | 217,636 | $62.9M | 5.92% | |
| 5 | FNDFLOOR & DECOR HLDGS INC | 1,018,768 | $62.0M | 5.84% | |
| 6 | PFGCPERFORMANCE FOOD GROUP CO | 564,833 | $50.8M | 4.78% | |
| 7 | ASAMER SPORTS INC | 1,249,996 | $46.7M | 4.39% | |
| 8 | SNSHARKNINJA INC | 406,001 | $45.4M | 4.28% | |
| 9 | MDLZMONDELEZ INTL INC | 705,490 | $38.0M | 3.57% | |
| 10 | PGPROCTER AND GAMBLE CO | 261,856 | $37.5M | 3.53% | |
| 11 | LADLITHIA MTRS INC | 111,458 | $37.0M | 3.49% | |
| 12 | VIKVIKING HOLDINGS LTD | 495,375 | $35.4M | 3.33% | |
| 13 | STZCONSTELLATION BRANDS INC | 242,188 | $33.4M | 3.15% | |
| 14 | YUMYUM BRANDS INC | 204,434 | $30.9M | 2.91% | |
| 15 | BIRKBIRKENSTOCK HOLDING PLC | 744,694 | $30.5M | 2.87% | |
| 16 | BOOTBOOT BARN HLDGS INC | 162,998 | $28.8M | 2.71% | |
| 17 | LOWLOWES COS INC | 110,883 | $26.7M | 2.52% | |
| 18 | MHKMOHAWK INDS INC | 229,913 | $25.1M | 2.37% | |
| 19 | URBNURBAN OUTFITTERS INC | 325,450 | $24.5M | 2.31% | |
| 20 | TPDSOMNIGROUP INTERNATIONAL INC | 258,723 | $23.1M | 2.17% | |
| 21 | ULTAULTA BEAUTY INC | 32,335 | $19.6M | 1.84% | |
| 22 | GAPGAP INC | 763,156 | $19.5M | 1.84% | |
| 23 | WSMWILLIAMS SONOMA INC | 108,269 | $19.3M | 1.82% | |
| 24 | WMTWALMART INC | 152,490 | $17.0M | 1.60% | |
| 25 | 4I1PHILIP MORRIS INTL INC | 97,958 | $15.7M | 1.48% | |
| 26 | BRBRBELLRING BRANDS INC | 580,887 | $15.5M | 1.46% | |
| 27 | USFDUS FOODS HLDG CORP | 202,539 | $15.3M | 1.44% | |
| 28 | QSRRESTAURANT BRANDS INTL INC | 222,958 | $15.2M | 1.43% | |
| 29 | TPRTAPESTRY INC | 101,094 | $12.9M | 1.22% | |
| 30 | WRBYWARBY PARKER INC | 364,258 | $7.9M | 0.75% | |
| 31 | ASOACADEMY SPORTS & OUTDOORS IN | 139,853 | $7.0M | 0.66% | |
| 32 | EYENATIONAL VISION HLDGS INC | 263,969 | $6.8M | 0.64% | |
| 33 | YETIYETI HLDGS INC | 86,946 | $3.8M | 0.36% | |
| 34 | CVNACARVANA CO | 1,746 | $736K | 0.07% | |
| 35 | RCLROYAL CARIBBEAN GROUP | 2,463 | $686K | 0.06% | |
| 36 | TOLTOLL BROTHERS INC | 3,131 | $423K | 0.04% | |
| 37 | ZZILLOW GROUP INC | 4,909 | $334K | 0.03% | |
| 38 | RLRALPH LAUREN CORP | 713 | $252K | 0.02% | |
| 39 | RKTROCKET COS INC | 11,860 | $229K | 0.02% |