HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 BURLINGTON STORES INC |
164,984 | +87,493 | $32,086 |
| BURL | 164,984 | +164,984 | $32,086 |
| ACADEMY SPORTS & OUTDOORS IN |
340,958 | +97,462 | $22,503 |
| ASO | 340,958 | +97,462 | $22,503 |
| TEMPUR SEALY INTL INC |
410,058 | +124,372 | $20,901 |
| TPX | 410,058 | +124,372 | $20,901 |
| WILLIAMS SONOMA INC |
99,652 | -43,225 | $20,108 |
| WSM | 99,652 | -43,225 | $20,108 |
| ROYAL CARIBBEAN GROUP |
155,010 | +76,676 | $20,072 |
| RCL | 155,010 | +76,676 | $20,072 |
| PROCTER AND GAMBLE CO |
104,298 | +57,168 | $15,284 |
| PG | 104,298 | +57,168 | $15,284 |
| KONTOOR BRANDS INC |
244,633 | -21,474 | $15,270 |
| KTB | 244,633 | -21,474 | $15,270 |
| PERFORMANCE FOOD GROUP CO |
198,724 | +196,368 | $13,742 |
| PFGC | 198,724 | +196,368 | $13,742 |
| MONDELEZ INTL INC |
188,839 | +71,652 | $13,678 |
| MDLZ | 188,839 | +71,652 | $13,678 |
| ZILLOW GROUP INC |
234,571 | +94,953 | $13,305 |
| ZG | 234,571 | +94,953 | $13,305 |
| D R HORTON INC |
81,876 | +9,462 | $12,444 |
| DHI | 81,876 | +9,462 | $12,444 |
| AMAZON COM INC |
80,098 | +4,608 | $12,170 |
| AMZN | 80,098 | +4,608 | $12,170 |
| BUILDERS FIRSTSOURCE INC |
68,531 | +31,758 | $11,441 |
| BLDR | 68,531 | +31,758 | $11,441 |
| US FOODS HLDG CORP |
248,516 | -74,182 | $11,285 |
| USFD | 248,516 | -74,182 | $11,285 |
| TOPBUILD CORP |
29,778 | +17,738 | $11,145 |
| BLD | 29,778 | +17,738 | $11,145 |
| TOLL BROTHERS INC |
107,008 | +4,166 | $10,999 |
| TOL | 107,008 | +4,166 | $10,999 |
| LOWES COS INC |
47,743 | -18,131 | $10,625 |
| LOW | 47,743 | -18,131 | $10,625 |
| RH |
36,386 | +36,386 | $10,606 |
| RH | 36,386 | +36,386 | $10,606 |
| KELLANOVA |
176,690 | +58,631 | $9,879 |
| K | 176,690 | +58,631 | $9,879 |
| WALMART INC |
56,565 | -7,929 | $8,917 |
| WMT | 56,565 | -7,929 | $8,917 |
| BOOT BARN HLDGS INC |
110,304 | +15,386 | $8,467 |
| BOOT | 110,304 | +15,386 | $8,467 |
| WAYFAIR INC |
137,085 | +104,264 | $8,458 |
| W | 137,085 | +104,264 | $8,458 |
| RALPH LAUREN CORP |
58,548 | +58,548 | $8,443 |
| RL | 58,548 | +58,548 | $8,443 |
| MONSTER BEVERAGE CORP NEW |
142,284 | +1,772 | $8,197 |
| MNST | 142,284 | +1,772 | $8,197 |
| CARTERS INC |
103,846 | -35,896 | $7,777 |
| CRI | 103,846 | -35,896 | $7,777 |
| URBAN OUTFITTERS INC |
189,157 | +71,837 | $6,751 |
| URBN | 189,157 | +71,837 | $6,751 |
| TAPESTRY INC |
172,027 | -44,923 | $6,332 |
| TPR | 172,027 | -44,923 | $6,332 |
| FERGUSON PLC NEW |
30,574 | -21,204 | $5,903 |
| FERG | 30,574 | -21,204 | $5,903 |
| FLOOR & DECOR HLDGS INC |
44,743 | +44,743 | $4,992 |
| FND | 44,743 | +44,743 | $4,992 |
| BRINKER INTL INC |
107,099 | +107,099 | $4,625 |
| EAT | 107,099 | +107,099 | $4,625 |
| PVH CORPORATION |
36,581 | +36,581 | $4,467 |
| PVH | 36,581 | +36,581 | $4,467 |
| CASEYS GEN STORES INC |
15,852 | +15,852 | $4,355 |
| CASY | 15,852 | +15,852 | $4,355 |
| DOORDASH INC |
39,151 | +39,151 | $3,872 |
| DASH | 39,151 | +39,151 | $3,872 |
See Full List: All Stocks Held By Hook Mill Capital Partners LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Hook Mill Capital Partners LP
|
Size ($ in 1000's)
At 12/31/2023: $379,301 At 09/30/2023: $257,124 Hook Mill Capital Partners LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hook Mill Capital Partners LP 13F filings. Link to 13F filings: SEC filings |
