Hook Mill Capital Partners as of March 31, 2025
Portfolio Holdings for Hook Mill Capital Partners
Hook Mill Capital Partners holds 36 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 7.0 | $55M | 12k | 4606.91 | |
| Tapestry (TPR) | 6.8 | $54M | 760k | 70.41 | |
| Burlington Stores (BURL) | 6.1 | $48M | 200k | 238.33 | |
| Mondelez Intl Cl A (MDLZ) | 6.0 | $47M | 696k | 67.85 | |
| Urban Outfitters (URBN) | 4.8 | $38M | 721k | 52.40 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 4.7 | $37M | 1.9M | 19.53 | |
| Lowe's Companies (LOW) | 4.6 | $36M | 154k | 233.23 | |
| Mohawk Industries (MHK) | 4.2 | $33M | 287k | 114.18 | |
| Cinemark Holdings (CNK) | 4.1 | $32M | 1.3M | 24.89 | |
| Home Depot (HD) | 4.0 | $31M | 85k | 366.49 | |
| Amer Sports Com Shs (AS) | 3.9 | $31M | 1.2M | 26.73 | |
| Dick's Sporting Goods (DKS) | 3.7 | $29M | 146k | 201.56 | |
| Azek Cl A (AZEK) | 3.5 | $28M | 568k | 48.89 | |
| Boot Barn Hldgs (BOOT) | 3.4 | $27M | 251k | 107.43 | |
| Sharkninja Com Shs (SN) | 3.1 | $25M | 294k | 83.41 | |
| Five Below (FIVE) | 3.1 | $24M | 325k | 74.92 | |
| Williams-Sonoma (WSM) | 3.0 | $24M | 150k | 158.10 | |
| Performance Food (PFGC) | 2.9 | $23M | 291k | 78.63 | |
| Starbucks Corporation (SBUX) | 2.6 | $21M | 211k | 98.09 | |
| Tempur-Pedic International (SGI) | 2.6 | $20M | 334k | 59.88 | |
| Viking Holdings Ord Shs (VIK) | 2.3 | $18M | 459k | 39.75 | |
| Academy Sports & Outdoor (ASO) | 2.1 | $17M | 368k | 45.61 | |
| Yeti Hldgs (YETI) | 2.1 | $16M | 492k | 33.10 | |
| Ralph Lauren Corp Cl A (RL) | 1.8 | $14M | 65k | 220.74 | |
| McDonald's Corporation (MCD) | 1.6 | $12M | 39k | 312.37 | |
| Royal Caribbean Cruises (RCL) | 1.6 | $12M | 60k | 205.44 | |
| Philip Morris International (PM) | 1.5 | $12M | 74k | 158.73 | |
| Us Foods Hldg Corp call (USFD) | 1.3 | $10M | 160k | 65.46 | |
| Toll Brothers (TOL) | 1.2 | $9.3M | 88k | 105.59 | |
| Builders FirstSource (BLDR) | 0.0 | $309k | 2.5k | 124.94 | |
| Jd.com Spon Ads Cl A (JD) | 0.0 | $286k | 6.9k | 41.12 | |
| Carvana Cl A (CVNA) | 0.0 | $253k | 1.2k | 209.08 | |
| Whirlpool Corporation (WHR) | 0.0 | $188k | 2.1k | 90.13 | |
| Maplebear (CART) | 0.0 | $164k | 4.1k | 39.89 | |
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $110k | 1.4k | 80.47 | |
| AutoNation (AN) | 0.0 | $104k | 641.00 | 161.92 |
