Hook Mill Capital Partners, LP — 13F holdings

Hook Mill Capital Partners, LP reported 37 holdings worth $1.08B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. W WAYFAIR INC — $76.4M (7.1%)
  2. FND FLOOR & DECOR HLDGS INC — $74.1M (6.9%)
  3. FIVE FIVE BELOW INC — $71.7M (6.7%)
  4. PG Procter And Gamble Co — $66.2M (6.1%)
  5. MDLZ MONDELEZ INTL INC — $63.7M (5.9%)
  6. BURL BURLINGTON STORES INC — $58.3M (5.4%)
  7. MCD MCDONALDS CORP — $53.2M (4.9%)
  8. CCL CARNIVAL CORP LTD — $52.6M (4.9%)
  9. AS AMER SPORTS INC — $48.9M (4.5%)
  10. PFGC PERFORMANCE FOOD GROUP CO — $48.7M (4.5%)