Hook Mill Capital Partners

Hook Mill Capital Partners as of Dec. 31, 2022

Portfolio Holdings for Hook Mill Capital Partners

Hook Mill Capital Partners holds 30 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dick's Sporting Goods (DKS) 8.1 $9.6M 80k 120.29
Williams-Sonoma (WSM) 7.9 $9.3M 81k 114.92
Deckers Outdoor Corporation (DECK) 7.4 $8.7M 22k 399.16
Ferguson Ord SHS 7.0 $8.3M 66k 126.97
Mondelez International Cl A Ord Cl A (MDLZ) 6.6 $7.7M 116k 66.65
D.R. Horton (DHI) 6.4 $7.6M 85k 89.14
Tapestry (TPR) 6.0 $7.1M 186k 38.08
Academy Sports & Outdoor (ASO) 4.9 $5.7M 109k 52.54
World Wrestling Entertainm Cl A Ord Cl A 4.6 $5.5M 80k 68.52
Boot Barn Hldgs (BOOT) 4.3 $5.1M 82k 62.52
Royal Caribbean Cruises (RCL) 4.2 $5.0M 101k 49.43
Monster Beverage Corp (MNST) 3.6 $4.2M 42k 101.53
Tempur-Pedic International (TPX) 3.3 $3.9M 114k 34.33
Procter & Gamble Company (PG) 3.2 $3.8M 25k 151.56
Lululemon Athletica (LULU) 2.8 $3.3M 10k 320.38
Darden Restaurants (DRI) 2.6 $3.1M 22k 138.33
Tractor Supply Company (TSCO) 2.5 $3.0M 13k 224.97
Ross Stores (ROST) 2.4 $2.9M 25k 116.07
Kontoor Brands (KTB) 2.3 $2.7M 67k 39.99
Zillow Group Cl A Ord Cl A (ZG) 2.3 $2.7M 86k 31.21
Ralph Lauren Cl A Ord Cl A (RL) 2.1 $2.5M 24k 105.67
O'reilly Automotive (ORLY) 1.8 $2.1M 2.5k 844.03
Cheesecake Factory Incorporated (CAKE) 1.7 $2.1M 65k 31.71
Bloomin Brands (BLMN) 1.3 $1.6M 78k 20.12
Shyft Group (SHYF) 0.2 $284k 11k 24.86
Builders FirstSource (BLDR) 0.2 $213k 3.3k 64.88
Performance Food (PFGC) 0.1 $138k 2.4k 58.39
Netflix (NFLX) 0.1 $92k 311.00 294.88
Arhaus Cl A Ord Com Cl A (ARHS) 0.1 $65k 6.7k 9.75
Dish Network Cl A Ord Cl A 0.0 $34k 2.4k 14.04