Hook Mill Capital Partners

Hook Mill Capital Partners as of Dec. 31, 2023

Portfolio Holdings for Hook Mill Capital Partners

Hook Mill Capital Partners holds 34 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Burlington Stores (BURL) 8.5 $32M 165k 194.48
Academy Sports & Outdoor (ASO) 5.9 $23M 341k 66.00
Tempur-Pedic International (TPX) 5.5 $21M 410k 50.97
Williams-Sonoma (WSM) 5.3 $20M 100k 201.78
Royal Caribbean Cruises (RCL) 5.3 $20M 155k 129.49
Procter & Gamble Company (PG) 4.0 $15M 104k 146.54
Kontoor Brands (KTB) 4.0 $15M 245k 62.42
Performance Food (PFGC) 3.6 $14M 199k 69.15
Mondelez Intl Cl A (MDLZ) 3.6 $14M 189k 72.43
Zillow Group Cl A (ZG) 3.5 $13M 235k 56.72
D.R. Horton (DHI) 3.3 $12M 82k 151.98
Amazon (AMZN) 3.2 $12M 80k 151.94
Builders FirstSource (BLDR) 3.0 $11M 69k 166.94
Us Foods Hldg Corp call (USFD) 3.0 $11M 249k 45.41
Topbuild (BLD) 2.9 $11M 30k 374.26
Toll Brothers (TOL) 2.9 $11M 107k 102.79
Lowe's Companies (LOW) 2.8 $11M 48k 222.55
Rh (RH) 2.8 $11M 36k 291.48
Kellogg Company (K) 2.6 $9.9M 177k 55.91
Wal-Mart Stores (WMT) 2.4 $8.9M 57k 157.65
Boot Barn Hldgs (BOOT) 2.2 $8.5M 110k 76.76
Wayfair Cl A (W) 2.2 $8.5M 137k 61.70
Ralph Lauren Corp Cl A (RL) 2.2 $8.4M 59k 144.20
Monster Beverage Corp (MNST) 2.2 $8.2M 142k 57.61
Carter's (CRI) 2.1 $7.8M 104k 74.89
Urban Outfitters (URBN) 1.8 $6.8M 189k 35.69
Tapestry (TPR) 1.7 $6.3M 172k 36.81
Ferguson SHS 1.6 $5.9M 31k 193.07
Floor & Decor Hldgs Cl A (FND) 1.3 $5.0M 45k 111.56
Brinker International (EAT) 1.2 $4.6M 107k 43.18
Pvh Corporation (PVH) 1.2 $4.5M 37k 122.12
Casey's General Stores (CASY) 1.1 $4.4M 16k 274.74
Doordash Cl A (DASH) 1.0 $3.9M 39k 98.89
Dick's Sporting Goods (DKS) 0.1 $202k 1.4k 146.95