Filed: 2/17/2026ACC: 0001214659-26-001963
📋 What this filing means
DARWINS RIVER CAPITAL, LP filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $148.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$148.92M
Total AUM (reported)
2.23M
Total Shares
Allocation by class
COM$107.93M72.5%
CL A$10.65M7.2%
COM NON VTG$10.39M7.0%
COM CL A$8.69M5.8%
SHS$7.36M4.9%
UNIT 99/99/9999$2.88M1.9%
ORD SHS$1.02M0.7%
Portfolio Concentration
Top 3$40.47M27.2%
4–10$60.52M40.6%
11–25$47.93M32.2%
Top 3 weight
27.2%
Top 10 weight
67.8%
Voting Authority Distribution
Total shares with voting rights: 2.23M
Sole
Full voting authority
2.23M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
AMAZON COM INC
SOLEShares81.85K
TypeSH
Market value$18.89M
12.69%
Sole
81.85K
Shared
0.00
None
0.00
MONSTER BEVERAGE CORP NEW
SOLEShares141.03K
TypeSH
Market value$10.81M
7.26%
Sole
141.03K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares291K
TypeSH
Market value$10.77M
7.23%
Sole
291K
Shared
0.00
None
0.00
MCCORMICK & CO INC
SOLEShares152.58K
TypeSH
Market value$10.39M
6.98%
Sole
152.58K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC
SOLEShares53.27K
TypeSH
Market value$9.51M
6.39%
Sole
53.27K
Shared
0.00
None
0.00
CHURCH & DWIGHT CO INC
SOLEShares105.13K
TypeSH
Market value$8.81M
5.92%
Sole
105.13K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares252.08K
TypeSH
Market value$8.69M
5.83%
Sole
252.08K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares86.92K
TypeSH
Market value$7.93M
5.32%
Sole
86.92K
Shared
0.00
None
0.00
CLOROX CO DEL
SOLEShares77.56K
TypeSH
Market value$7.82M
5.25%
Sole
77.56K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares34.23K
TypeSH
Market value$7.36M
4.94%
Sole
34.23K
Shared
0.00
None
0.00
CHURCHILL DOWNS INC
SOLEShares58.51K
TypeSH
Market value$6.66M
4.47%
Sole
58.51K
Shared
0.00
None
0.00
LAUDER ESTEE COS INC
SOLEShares55.64K
TypeSH
Market value$5.83M
3.91%
Sole
55.64K
Shared
0.00
None
0.00
RUSH STREET INTERACTIVE INC
SOLEShares250.63K
TypeSH
Market value$4.87M
3.27%
Sole
250.63K
Shared
0.00
None
0.00
KROGER CO
SOLEShares71.25K
TypeSH
Market value$4.45M
2.99%
Sole
71.25K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares88.99K
TypeSH
Market value$4.00M
2.69%
Sole
88.99K
Shared
0.00
None
0.00
CAVA GROUP INC
SOLEShares67.48K
TypeSH
Market value$3.96M
2.66%
Sole
67.48K
Shared
0.00
None
0.00
UNIFIRST CORP MASS
SOLEShares15.26K
TypeSH
Market value$2.94M
1.98%
Sole
15.26K
Shared
0.00
None
0.00
CARNIVAL CORP
SOLEShares94.40K
TypeSH
Market value$2.88M
1.94%
Sole
94.40K
Shared
0.00
None
0.00
CHEFS WHSE INC
SOLEShares40.87K
TypeSH
Market value$2.55M
1.71%
Sole
40.87K
Shared
0.00
None
0.00
BJS RESTAURANTS INC
SOLEShares62.69K
TypeSH
Market value$2.47M
1.66%
Sole
62.69K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares7.93K
TypeSH
Market value$2.46M
1.65%
Sole
7.93K
Shared
0.00
None
0.00
DUTCH BROS INC
SOLEShares38.60K
TypeSH
Market value$2.36M
1.59%
Sole
38.60K
Shared
0.00
None
0.00
URBAN OUTFITTERS INC
SOLEShares19.63K
TypeSH
Market value$1.48M
0.99%
Sole
19.63K
Shared
0.00
None
0.00
SUPER GROUP SGHC LIMITED
SOLEShares85.03K
TypeSH
Market value$1.02M
0.68%
Sole
85.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 81.85K | SH | $18.89M 12.69% | 81.85K | 0.00 | 0.00 |
MONSTER BEVERAGE CORP NEWSOLE | COM | 141.03K | SH | $10.81M 7.26% | 141.03K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 291K | SH | $10.77M 7.23% | 291K | 0.00 | 0.00 |
MCCORMICK & CO INCSOLE | COM NON VTG | 152.58K | SH | $10.39M 6.98% | 152.58K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 53.27K | SH | $9.51M 6.39% | 53.27K | 0.00 | 0.00 |
CHURCH & DWIGHT CO INCSOLE | COM | 105.13K | SH | $8.81M 5.92% | 105.13K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 252.08K | SH | $8.69M 5.83% | 252.08K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 86.92K | SH | $7.93M 5.32% | 86.92K | 0.00 | 0.00 |
CLOROX CO DELSOLE | COM | 77.56K | SH | $7.82M 5.25% | 77.56K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 34.23K | SH | $7.36M 4.94% | 34.23K | 0.00 | 0.00 |
CHURCHILL DOWNS INCSOLE | COM | 58.51K | SH | $6.66M 4.47% | 58.51K | 0.00 | 0.00 |
LAUDER ESTEE COS INCSOLE | CL A | 55.64K | SH | $5.83M 3.91% | 55.64K | 0.00 | 0.00 |
RUSH STREET INTERACTIVE INCSOLE | COM | 250.63K | SH | $4.87M 3.27% | 250.63K | 0.00 | 0.00 |
KROGER COSOLE | COM | 71.25K | SH | $4.45M 2.99% | 71.25K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 88.99K | SH | $4.00M 2.69% | 88.99K | 0.00 | 0.00 |
CAVA GROUP INCSOLE | COM | 67.48K | SH | $3.96M 2.66% | 67.48K | 0.00 | 0.00 |
UNIFIRST CORP MASSSOLE | COM | 15.26K | SH | $2.94M 1.98% | 15.26K | 0.00 | 0.00 |
CARNIVAL CORPSOLE | UNIT 99/99/9999 | 94.40K | SH | $2.88M 1.94% | 94.40K | 0.00 | 0.00 |
CHEFS WHSE INCSOLE | COM | 40.87K | SH | $2.55M 1.71% | 40.87K | 0.00 | 0.00 |
BJS RESTAURANTS INCSOLE | COM | 62.69K | SH | $2.47M 1.66% | 62.69K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 7.93K | SH | $2.46M 1.65% | 7.93K | 0.00 | 0.00 |
DUTCH BROS INCSOLE | CL A | 38.60K | SH | $2.36M 1.59% | 38.60K | 0.00 | 0.00 |
URBAN OUTFITTERS INCSOLE | COM | 19.63K | SH | $1.48M 0.99% | 19.63K | 0.00 | 0.00 |
SUPER GROUP SGHC LIMITEDSOLE | ORD SHS | 85.03K | SH | $1.02M 0.68% | 85.03K | 0.00 | 0.00 |