Darwins River Capital, LP — 13F holdings

Darwins River Capital, LP reported 26 holdings worth $182M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AMZN AMAZON COM INC — $17.0M (9.3%)
2. ASO ACADEMY SPORTS & OUTDOORS IN — $14.5M (8.0%)
3. GPI GROUP 1 AUTOMOTIVE INC — $14.3M (7.9%)
4. ARMK ARAMARK — $14.2M (7.8%)
5. ONON ON HLDG AG — $12.6M (6.9%)
6. CMG CHIPOTLE MEXICAN GRILL INC — $8.16M (4.5%)
7. DLTR DOLLAR TREE INC — $7.43M (4.1%)
8. ORLY OREILLY AUTOMOTIVE INC — $7.37M (4.0%)
9. TGT TARGET CORP — $7.23M (4.0%)
10. HLN HALEON PLC — $6.31M (3.5%)