Darwins River Capital as of June 30, 2026
Portfolio Holdings for Darwins River Capital
Darwins River Capital holds 26 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.3 | $17M | 71k | 238.34 | |
| Academy Sports & Outdoor (ASO) | 8.0 | $15M | 308k | 47.13 | |
| Group 1 Automotive (GPI) | 7.9 | $14M | 49k | 291.17 | |
| Aramark Hldgs (ARMK) | 7.8 | $14M | 250k | 56.90 | |
| On Hldg Namen Akt A (ONON) | 6.9 | $13M | 356k | 35.42 | |
| Chipotle Mexican Grill (CMG) | 4.5 | $8.2M | 240k | 34.00 | |
| Dollar Tree (DLTR) | 4.1 | $7.4M | 61k | 120.95 | |
| O'reilly Automotive (ORLY) | 4.0 | $7.4M | 80k | 92.09 | |
| Target Corporation (TGT) | 4.0 | $7.2M | 55k | 130.61 | |
| Haleon Spon Ads (HLN) | 3.5 | $6.3M | 676k | 9.33 | |
| Coca-cola Europacific Partne SHS (CCEP) | 3.4 | $6.1M | 61k | 100.07 | |
| Flowers Foods (FLO) | 3.3 | $6.0M | 763k | 7.90 | |
| Procter & Gamble Company (PG) | 3.3 | $6.0M | 41k | 146.64 | |
| Booking Holdings (BKNG) | 3.3 | $6.0M | 33k | 178.24 | |
| Aptiv Com Shs (APTV) | 3.3 | $5.9M | 97k | 61.38 | |
| Wynn Resorts (WYNN) | 3.2 | $5.9M | 60k | 97.09 | |
| Boston Beer Cl A (SAM) | 3.0 | $5.5M | 31k | 177.03 | |
| Williams-Sonoma (WSM) | 2.8 | $5.2M | 22k | 233.10 | |
| Costco Wholesale Corporation (COST) | 2.8 | $5.2M | 5.5k | 935.47 | |
| Signet Jewelers SHS (SIG) | 2.7 | $4.9M | 57k | 86.20 | |
| Hershey Company (HSY) | 2.7 | $4.9M | 28k | 175.45 | |
| Crocs (CROX) | 2.2 | $4.0M | 33k | 120.64 | |
| National Vision Hldgs (EYE) | 1.4 | $2.5M | 133k | 19.01 | |
| Bath & Body Works In (BBWI) | 1.1 | $2.0M | 87k | 23.13 | |
| Ambev Sa Sponsored Adr (ABEV) | 1.1 | $1.9M | 619k | 3.14 | |
| Celsius Hldgs Com New (CELH) | 0.7 | $1.3M | 43k | 29.28 |
