Hook Mill Capital Partners, LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$460.2T
Holdings
34
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BURLBURLINGTON STORES INC | 165,516 | $38.4M | 0.00% | |
| 2 | RCLROYAL CARIBBEAN GROUP | 199,019 | $27.7M | 0.00% | |
| 3 | RHRH | 75,493 | $26.3M | 0.00% | |
| 4 | TPDTEMPUR SEALY INTL INC | 441,526 | $25.1M | 0.00% | |
| 5 | USFDUS FOODS HLDG CORP | 423,789 | $22.9M | 0.00% | |
| 6 | PGPROCTER AND GAMBLE CO | 136,159 | $22.1M | 0.00% | |
| 7 | MHKMOHAWK INDS INC | 150,962 | $19.8M | 0.00% | |
| 8 | AMZNAMAZON COM INC | 106,858 | $19.3M | 0.00% | |
| 9 | ASOACADEMY SPORTS & OUTDOORS IN | 266,444 | $18.0M | 0.00% | |
| 10 | LOWLOWES COS INC | 69,288 | $17.6M | 0.00% | |
| 11 | PFGCPERFORMANCE FOOD GROUP CO | 227,891 | $17.0M | 0.00% | |
| 12 | WWAYFAIR INC | 231,530 | $15.7M | 0.00% | |
| 13 | TPRTAPESTRY INC | 324,070 | $15.4M | 0.00% | |
| 14 | WSMWILLIAMS SONOMA INC | 47,809 | $15.2M | 0.00% | |
| 15 | MDLZMONDELEZ INTL INC | 216,011 | $15.1M | 0.00% | |
| 16 | URBNURBAN OUTFITTERS INC | 326,151 | $14.2M | 0.00% | |
| 17 | TOLTOLL BROTHERS INC | 105,707 | $13.7M | 0.00% | |
| 18 | ZGZILLOW GROUP INC | 271,205 | $13.0M | 0.00% | |
| 19 | WMTWALMART INC | 193,375 | $11.6M | 0.00% | |
| 20 | CARTMAPLEBEAR INC | 307,326 | $11.5M | 0.00% | |
| 21 | HSYHERSHEY CO | 58,655 | $11.4M | 0.00% | |
| 22 | BOOTBOOT BARN HLDGS INC | 114,444 | $10.9M | 0.00% | |
| 23 | RLRALPH LAUREN CORP | 51,493 | $9.7M | 0.00% | |
| 24 | SNSHARKNINJA INC | 149,820 | $9.3M | 0.00% | |
| 25 | FIVEFIVE BELOW INC | 42,823 | $7.8M | 0.00% | |
| 26 | BLDTOPBUILD CORP | 15,113 | $6.7M | 0.00% | |
| 27 | BLDRBUILDERS FIRSTSOURCE INC | 31,787 | $6.6M | 0.00% | |
| 28 | KELKELLANOVA | 101,490 | $5.8M | 0.00% | |
| 29 | GISGENERAL MLS INC | 78,311 | $5.5M | 0.00% | |
| 30 | CRICARTERS INC | 63,912 | $5.4M | 0.00% | |
| 31 | DHID R HORTON INC | 2,978 | $490K | 0.00% | |
| 32 | FERGFERGUSON PLC NEW | 2,230 | $487K | 0.00% | |
| 33 | ARHSARHAUS INC | 23,913 | $368K | 0.00% | |
| 34 | DASHDOORDASH INC | 2,249 | $309K | 0.00% |