Filed: 5/15/2026ACC: 0001214659-26-006451
📋 What this filing means
DARWINS RIVER CAPITAL, LP filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $186.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$186.84M
Total AUM (reported)
3.05M
Total Shares
Allocation by class
COM$142.51M76.3%
COM SUN VTG$8.48M4.5%
CL A$8.47M4.5%
NAMEN AKT A$8.35M4.5%
COMMON STOCK$7.27M3.9%
CL A COM$4.43M2.4%
COM NEW$3.09M1.7%
Portfolio Concentration
Top 3$40.80M21.8%
4–10$55.76M29.8%
11–25$66.44M35.6%
Rest$23.85M12.8%
Top 3 weight
21.8%
Top 10 weight
51.7%
Voting Authority Distribution
Total shares with voting rights: 3.05M
Sole
Full voting authority
3.05M
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)
Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:
AMAZON COM INC
SOLEShares89.77K
TypeSH
Market value$18.70M
10.01%
Sole
89.77K
Shared
0.00
None
0.00
WALMART INC
SOLEShares98.15K
TypeSH
Market value$12.20M
6.53%
Sole
98.15K
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares218.58K
TypeSH
Market value$9.90M
5.30%
Sole
218.58K
Shared
0.00
None
0.00
BRP INC
SOLEShares118.04K
TypeSH
Market value$8.48M
4.54%
Sole
118.04K
Shared
0.00
None
0.00
ON HLDG AG
SOLEShares245.55K
TypeSH
Market value$8.35M
4.47%
Sole
245.55K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares1.96K
TypeSH
Market value$8.26M
4.42%
Sole
1.96K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares253.81K
TypeSH
Market value$8.12M
4.35%
Sole
253.81K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares50.74K
TypeSH
Market value$7.88M
4.22%
Sole
50.74K
Shared
0.00
None
0.00
CHURCH & DWIGHT CO INC
SOLEShares79.24K
TypeSH
Market value$7.39M
3.96%
Sole
79.24K
Shared
0.00
None
0.00
CARNIVAL CORP
SOLEShares280.79K
TypeSH
Market value$7.27M
3.89%
Sole
280.79K
Shared
0.00
None
0.00
MONSTER BEVERAGE CORP NEW
SOLEShares84.10K
TypeSH
Market value$6.09M
3.26%
Sole
84.10K
Shared
0.00
None
0.00
BURLINGTON STORES INC
SOLEShares17.63K
TypeSH
Market value$5.74M
3.07%
Sole
17.63K
Shared
0.00
None
0.00
CHOICE HOTELS INTL INC
SOLEShares49.69K
TypeSH
Market value$5.14M
2.75%
Sole
49.69K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares54.46K
TypeSH
Market value$5.03M
2.69%
Sole
54.46K
Shared
0.00
None
0.00
CHEFS WHSE INC
SOLEShares76.67K
TypeSH
Market value$4.56M
2.44%
Sole
76.67K
Shared
0.00
None
0.00
MONDELEZ INTL INC
SOLEShares78.36K
TypeSH
Market value$4.52M
2.42%
Sole
78.36K
Shared
0.00
None
0.00
KURA SUSHI USA INC
SOLEShares63.41K
TypeSH
Market value$4.43M
2.37%
Sole
63.41K
Shared
0.00
None
0.00
ACADEMY SPORTS & OUTDOORS IN
SOLEShares74.47K
TypeSH
Market value$4.20M
2.25%
Sole
74.47K
Shared
0.00
None
0.00
WYNDHAM HOTELS & RESORTS INC
SOLEShares50K
TypeSH
Market value$4.06M
2.17%
Sole
50K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares45K
TypeSH
Market value$4.03M
2.16%
Sole
45K
Shared
0.00
None
0.00
BJS WHSL CLUB HLDGS INC
SOLEShares40.23K
TypeSH
Market value$3.96M
2.12%
Sole
40.23K
Shared
0.00
None
0.00
SCOTTS MIRACLE-GRO CO
SOLEShares65.02K
TypeSH
Market value$3.95M
2.12%
Sole
65.02K
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares205.51K
TypeSH
Market value$3.65M
1.95%
Sole
205.51K
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares58.12K
TypeSH
Market value$3.59M
1.92%
Sole
58.12K
Shared
0.00
None
0.00
GROUP 1 AUTOMOTIVE INC
SOLEShares10.54K
TypeSH
Market value$3.49M
1.87%
Sole
10.54K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 89.77K | SH | $18.70M 10.01% | 89.77K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 98.15K | SH | $12.20M 6.53% | 98.15K | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 218.58K | SH | $9.90M 5.30% | 218.58K | 0.00 | 0.00 |
BRP INCSOLE | COM SUN VTG | 118.04K | SH | $8.48M 4.54% | 118.04K | 0.00 | 0.00 |
ON HLDG AGSOLE | NAMEN AKT A | 245.55K | SH | $8.35M 4.47% | 245.55K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 1.96K | SH | $8.26M 4.42% | 1.96K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 253.81K | SH | $8.12M 4.35% | 253.81K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 50.74K | SH | $7.88M 4.22% | 50.74K | 0.00 | 0.00 |
CHURCH & DWIGHT CO INCSOLE | COM | 79.24K | SH | $7.39M 3.96% | 79.24K | 0.00 | 0.00 |
CARNIVAL CORPSOLE | COMMON STOCK | 280.79K | SH | $7.27M 3.89% | 280.79K | 0.00 | 0.00 |
MONSTER BEVERAGE CORP NEWSOLE | COM | 84.10K | SH | $6.09M 3.26% | 84.10K | 0.00 | 0.00 |
BURLINGTON STORES INCSOLE | COM | 17.63K | SH | $5.74M 3.07% | 17.63K | 0.00 | 0.00 |
CHOICE HOTELS INTL INCSOLE | COM | 49.69K | SH | $5.14M 2.75% | 49.69K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 54.46K | SH | $5.03M 2.69% | 54.46K | 0.00 | 0.00 |
CHEFS WHSE INCSOLE | COM | 76.67K | SH | $4.56M 2.44% | 76.67K | 0.00 | 0.00 |
MONDELEZ INTL INCSOLE | CL A | 78.36K | SH | $4.52M 2.42% | 78.36K | 0.00 | 0.00 |
KURA SUSHI USA INCSOLE | CL A COM | 63.41K | SH | $4.43M 2.37% | 63.41K | 0.00 | 0.00 |
ACADEMY SPORTS & OUTDOORS INSOLE | COM | 74.47K | SH | $4.20M 2.25% | 74.47K | 0.00 | 0.00 |
WYNDHAM HOTELS & RESORTS INCSOLE | COM | 50K | SH | $4.06M 2.17% | 50K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 45K | SH | $4.03M 2.16% | 45K | 0.00 | 0.00 |
BJS WHSL CLUB HLDGS INCSOLE | COM | 40.23K | SH | $3.96M 2.12% | 40.23K | 0.00 | 0.00 |
SCOTTS MIRACLE-GRO COSOLE | CL A | 65.02K | SH | $3.95M 2.12% | 65.02K | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 205.51K | SH | $3.65M 1.95% | 205.51K | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 58.12K | SH | $3.59M 1.92% | 58.12K | 0.00 | 0.00 |
GROUP 1 AUTOMOTIVE INCSOLE | COM | 10.54K | SH | $3.49M 1.87% | 10.54K | 0.00 | 0.00 |
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