Hook Mill Capital Partners, LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$229.5T
Holdings
28
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DKSDICKS SPORTING GOODS INC | 144,208 | $20.5T | 8.92% | |
| 2 | WSMWILLIAMS SONOMA INC | 166,434 | $20.2T | 8.82% | |
| 3 | ASOACADEMY SPORTS & OUTDOORS IN | 278,624 | $18.2T | 7.92% | |
| 4 | DECKDECKERS OUTDOOR CORP | 35,670 | $16.0T | 6.99% | |
| 5 | TPRTAPESTRY INC | 337,690 | $14.6T | 6.34% | |
| 6 | BOOTBOOT BARN HLDGS INC | 181,114 | $13.9T | 6.05% | |
| 7 | ZGZILLOW GROUP INC | 314,626 | $13.7T | 5.99% | |
| 8 | LOWLOWES COS INC | 56,856 | $11.4T | 4.95% | |
| 9 | TSCOTRACTOR SUPPLY CO | 45,584 | $10.7T | 4.67% | |
| 10 | FERGFERGUSON PLC NEW | 77,252 | $10.3T | 4.50% | |
| 11 | DHID R HORTON INC | 96,330 | $9.4T | 4.10% | |
| 12 | TPDTEMPUR SEALY INTL INC | 233,332 | $9.2T | 4.02% | |
| 13 | TOLTOLL BROTHERS INC | 148,012 | $8.9T | 3.87% | |
| 14 | WWEUSDWORLD WRESTLING ENTMT INC | 90,856 | $8.3T | 3.61% | |
| 15 | RCLROYAL CARIBBEAN GROUP | 100,799 | $6.6T | 2.87% | |
| 16 | MDLZMONDELEZ INTL INC | 70,523 | $4.9T | 2.14% | |
| 17 | MNSTMONSTER BEVERAGE CORP NEW | 83,608 | $4.5T | 1.97% | |
| 18 | ORLYOREILLY AUTOMOTIVE INC | 5,315 | $4.5T | 1.97% | |
| 19 | CUCAAVIS BUDGET GROUP | 21,342 | $4.2T | 1.81% | |
| 20 | DRIDARDEN RESTAURANTS INC | 22,192 | $3.4T | 1.50% | |
| 21 | BLDRBUILDERS FIRSTSOURCE INC | 38,122 | $3.4T | 1.47% | |
| 22 | RLRALPH LAUREN CORP | 27,026 | $3.2T | 1.37% | |
| 23 | CRICARTERS INC | 43,359 | $3.1T | 1.36% | |
| 24 | KELKELLOGG CO | 38,584 | $2.6T | 1.13% | |
| 25 | ANAUTONATION INC | 12,901 | $1.7T | 0.76% | |
| 26 | FNDFLOOR & DECOR HLDGS INC | 17,313 | $1.7T | 0.74% | |
| 27 | SHYFSHYFT GROUP INC | 11,441 | $260.3B | 0.11% | |
| 28 | ARHSARHAUS INC | 11,376 | $94.3B | 0.04% |