Darwins River Capital as of March 31, 2026
Portfolio Holdings for Darwins River Capital
Darwins River Capital holds 38 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 10.0 | $19M | 90k | 208.27 | |
| Wal-Mart Stores (WMT) | 6.5 | $12M | 98k | 124.28 | |
| Tractor Supply Company (TSCO) | 5.3 | $9.9M | 219k | 45.30 | |
| BRP Com Sun Vtg (DOO) | 4.5 | $8.5M | 118k | 71.81 | |
| On Hldg Namen Akt A (ONON) | 4.5 | $8.4M | 246k | 34.02 | |
| Booking Holdings (BKNG) | 4.4 | $8.3M | 2.0k | 4210.32 | |
| Chipotle Mexican Grill (CMG) | 4.3 | $8.1M | 254k | 32.01 | |
| Pepsi (PEP) | 4.2 | $7.9M | 51k | 155.29 | |
| Church & Dwight (CHD) | 4.0 | $7.4M | 79k | 93.32 | |
| Carnival Corp Common Stock (CCL) | 3.9 | $7.3M | 281k | 25.88 | |
| Monster Beverage Corp (MNST) | 3.3 | $6.1M | 84k | 72.46 | |
| Burlington Stores (BURL) | 3.1 | $5.7M | 18k | 325.38 | |
| Choice Hotels International (CHH) | 2.8 | $5.1M | 50k | 103.50 | |
| O'reilly Automotive (ORLY) | 2.7 | $5.0M | 55k | 92.31 | |
| Chefs Whse (CHEF) | 2.4 | $4.6M | 77k | 59.45 | |
| Mondelez Intl Cl A (MDLZ) | 2.4 | $4.5M | 78k | 57.64 | |
| Kura Sushi Usa Cl A Com (KRUS) | 2.4 | $4.4M | 63k | 69.79 | |
| Academy Sports & Outdoor (ASO) | 2.3 | $4.2M | 75k | 56.45 | |
| Wyndham Hotels And Resorts (WH) | 2.2 | $4.1M | 50k | 81.23 | |
| Starbucks Corporation (SBUX) | 2.2 | $4.0M | 45k | 89.59 | |
| Bj's Wholesale Club Holdings (BJ) | 2.1 | $4.0M | 40k | 98.42 | |
| Scotts Miracle-gro Cl A (SMG) | 2.1 | $4.0M | 65k | 60.81 | |
| Six Flags Entertainment Corp (FUN) | 2.0 | $3.6M | 206k | 17.75 | |
| Darling International (DAR) | 1.9 | $3.6M | 58k | 61.85 | |
| Group 1 Automotive (GPI) | 1.9 | $3.5M | 11k | 330.63 | |
| Performance Food (PFGC) | 1.7 | $3.1M | 36k | 85.66 | |
| Expedia Group Com New (EXPE) | 1.7 | $3.1M | 13k | 230.89 | |
| MGM Resorts International. (MGM) | 1.6 | $3.1M | 83k | 37.01 | |
| Rush Street Interactive (RSI) | 1.6 | $3.1M | 141k | 21.75 | |
| Texas Roadhouse (TXRH) | 1.1 | $2.0M | 12k | 165.14 | |
| Signet Jewelers SHS (SIG) | 1.0 | $1.9M | 22k | 84.64 | |
| Lincoln Educational Services Corporation (LINC) | 0.9 | $1.7M | 42k | 40.68 | |
| Super Group Sghc Ord Shs (SGHC) | 0.8 | $1.5M | 137k | 10.80 | |
| Universal Technical Institute (UTI) | 0.6 | $1.2M | 33k | 36.10 | |
| Harley-Davidson (HOG) | 0.6 | $1.0M | 51k | 20.22 | |
| Crocs (CROX) | 0.5 | $986k | 12k | 83.02 | |
| Norwegian Cruise Line Hldgs SHS (NCLH) | 0.5 | $875k | 47k | 18.70 | |
| BJ's Restaurants (BJRI) | 0.2 | $352k | 10k | 35.10 |
