Hook Mill Capital Partners as of June 30, 2026
Portfolio Holdings for Hook Mill Capital Partners
Hook Mill Capital Partners holds 37 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 |
|---|---|---|---|---|---|
| Wayfair Cl A (W) | 7.1 | $76M | 827k | 92.42 | |
| Floor & Decor Hldgs Cl A (FND) | 6.9 | $74M | 1.2M | 59.36 | |
| Five Below (FIVE) | 6.7 | $72M | 399k | 179.79 | |
| Procter & Gamble Company (PG) | 6.1 | $66M | 452k | 146.64 | |
| Mondelez Intl Cl A (MDLZ) | 5.9 | $64M | 1.1M | 57.84 | |
| Burlington Stores (BURL) | 5.4 | $58M | 184k | 316.80 | |
| McDonald's Corporation (MCD) | 4.9 | $53M | 197k | 270.31 | |
| Carnival Corp Common Shares (CCL) | 4.9 | $53M | 1.8M | 28.57 | |
| Amer Sports Com Shs (AS) | 4.5 | $49M | 1.4M | 33.84 | |
| Performance Food (PFGC) | 4.5 | $49M | 435k | 111.79 | |
| Sharkninja Com Shs (SN) | 3.4 | $37M | 240k | 152.27 | |
| Victorias Secret And Common Stock (VSXY) | 3.3 | $36M | 431k | 83.48 | |
| Urban Outfitters (URBN) | 3.3 | $35M | 500k | 70.86 | |
| Williams-Sonoma (WSM) | 3.1 | $34M | 145k | 233.10 | |
| Boot Barn Hldgs (BOOT) | 2.9 | $31M | 188k | 164.27 | |
| Tapestry (TPR) | 2.7 | $29M | 200k | 146.38 | |
| Constellation Brands Cl A (STZ) | 2.6 | $28M | 201k | 139.09 | |
| Trex Company (TREX) | 2.4 | $26M | 519k | 50.04 | |
| On Hldg Namen Akt A (ONON) | 2.2 | $24M | 674k | 35.42 | |
| Mohawk Industries (MHK) | 2.1 | $22M | 183k | 121.33 | |
| Advance Auto Parts (AAP) | 1.9 | $21M | 333k | 62.22 | |
| Brinker International (EAT) | 1.9 | $21M | 122k | 168.00 | |
| Us Foods Hldg Corp call (USFD) | 1.9 | $20M | 200k | 102.25 | |
| MGM Resorts International. (MGM) | 1.8 | $19M | 404k | 47.81 | |
| Royal Caribbean Cruises (RCL) | 1.7 | $18M | 56k | 317.53 | |
| Airbnb Com Cl A (ABNB) | 1.6 | $17M | 117k | 143.10 | |
| Maplebear (CART) | 1.3 | $14M | 287k | 47.35 | |
| Bobs Disc Furniture Com Shs (BOBS) | 1.1 | $12M | 770k | 15.82 | |
| Toll Brothers (TOL) | 1.0 | $10M | 63k | 164.75 | |
| Ralph Lauren Corp Cl A (RL) | 0.7 | $7.3M | 18k | 401.41 | |
| Viking Holdings Ord Shs (VIK) | 0.1 | $750k | 7.2k | 104.67 | |
| Carvana Cl A (CVNA) | 0.1 | $575k | 8.7k | 65.82 | |
| Nexstar Media Group Common Stock (NXST) | 0.0 | $524k | 2.9k | 178.59 | |
| Lowe's Companies (LOW) | 0.0 | $284k | 1.3k | 220.49 | |
| Birkenstock Holding Com Shs (BIRK) | 0.0 | $264k | 6.1k | 43.03 | |
| Chewy Cl A (CHWY) | 0.0 | $213k | 11k | 19.65 | |
| Arhaus Com Cl A (ARHS) | 0.0 | $168k | 20k | 8.42 |
