Hook Mill Capital Partners, LP

CIK: 0001943395SEC EDGAR →

Portfolio Value

$1.1B

Holdings

39

As of

Q4 2025

New Positions

9

Closed Positions

9

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NATIONAL VISION HLDGS INC

263,969$0
0.00%
2

ROCKET COS INC

11,860$0
0.00%
3

YETI HLDGS INC

86,946$0
0.00%
4

RALPH LAUREN CORP

713$0
0.00%
5

URBAN OUTFITTERS INC

325,450$0
0.00%
6

YUM BRANDS INC

204,434$0
0.00%
7

ZILLOW GROUP INC

4,909$0
0.00%
8

BOOT BARN HLDGS INC

162,998$0
0.00%
9

VIKING HOLDINGS LTD

495,375$0
0.00%
10

CARVANA CO

1,746$0
0.00%

Quarterly Changes

Top Buys

W↑ Increased
$61K
CCL↑ Increased
$59K
PFGC↑ Increased
$53K
BURL↑ Increased
$49K
AS↑ Increased
$40K

Top Sells

FIVE↓ Decreased
$81K
MCDCLOSED
$70K
HDCLOSED
$62K
MDLZ↓ Decreased
$52K
BIRK↓ Decreased
$47K

New Positions (9)

$0 · 264K shares
$0 · 12K shares
$0 · 204K shares
$0 · 763K shares
$0 · 223K shares
$0 · 262K shares
$0 · 32K shares
$0 · 111K shares
$0 · 364K shares

Closed Positions (8)

$70K · 229K shares
$62K · 154K shares
$22K · 965K shares
$22K · 769K shares
$21K · 223K shares
$11K · 86K shares
$8K · 305K shares
$345 · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Consumer Cyclical27$00.0%
Financial Services1$00.0%
Communication Services1$00.0%
Unknown2$00.0%
Consumer Defensive7$00.0%
Healthcare1$00.0%