Hook Mill Capital Partners as of March 31, 2023
Portfolio Holdings for Hook Mill Capital Partners
Hook Mill Capital Partners holds 28 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dick's Sporting Goods (DKS) | 8.9 | $21M | 144k | 141.89 | |
| Williams-Sonoma (WSM) | 8.8 | $20M | 166k | 121.66 | |
| Academy Sports & Outdoor (ASO) | 7.9 | $18M | 279k | 65.25 | |
| Deckers Outdoor Corporation (DECK) | 7.0 | $16M | 36k | 449.55 | |
| Tapestry (TPR) | 6.3 | $15M | 338k | 43.11 | |
| Boot Barn Hldgs (BOOT) | 6.0 | $14M | 181k | 76.64 | |
| Zillow Group Cl A (ZG) | 6.0 | $14M | 315k | 43.70 | |
| Lowe's Companies (LOW) | 5.0 | $11M | 57k | 199.97 | |
| Tractor Supply Company (TSCO) | 4.7 | $11M | 46k | 235.04 | |
| Ferguson SHS (FERG) | 4.5 | $10M | 77k | 133.75 | |
| D.R. Horton (DHI) | 4.1 | $9.4M | 96k | 97.69 | |
| Tempur-Pedic International (TPX) | 4.0 | $9.2M | 233k | 39.49 | |
| Toll Brothers (TOL) | 3.9 | $8.9M | 148k | 60.03 | |
| World Wrestling Entmt Cl A | 3.6 | $8.3M | 91k | 91.26 | |
| Royal Caribbean Cruises (RCL) | 2.9 | $6.6M | 101k | 65.30 | |
| Mondelez Intl Cl A (MDLZ) | 2.1 | $4.9M | 71k | 69.72 | |
| Monster Beverage Corp (MNST) | 2.0 | $4.5M | 84k | 54.01 | |
| O'reilly Automotive (ORLY) | 2.0 | $4.5M | 5.3k | 848.98 | |
| Avis Budget (CAR) | 1.8 | $4.2M | 21k | 194.80 | |
| Darden Restaurants (DRI) | 1.5 | $3.4M | 22k | 155.16 | |
| Builders FirstSource (BLDR) | 1.5 | $3.4M | 38k | 88.78 | |
| Ralph Lauren Corp Cl A (RL) | 1.4 | $3.2M | 27k | 116.67 | |
| Carter's (CRI) | 1.4 | $3.1M | 43k | 71.92 | |
| Kellogg Company (K) | 1.1 | $2.6M | 39k | 66.96 | |
| AutoNation (AN) | 0.8 | $1.7M | 13k | 134.36 | |
| Floor & Decor Hldgs Cl A (FND) | 0.7 | $1.7M | 17k | 98.22 | |
| Shyft Group (SHYF) | 0.1 | $260k | 11k | 22.75 | |
| Arhaus Com Cl A (ARHS) | 0.0 | $94k | 11k | 8.29 |
