Filed: 5/15/2026ACC: 0001943395-26-000004
📋 What this filing means
HOOK MILL CAPITAL PARTNERS, LP filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $1.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$1.13B
Total AUM (reported)
15.86M
Total Shares
Allocation by class
COM$559.76M49.4%
CL A$272.98M24.1%
COM SHS$120.66M10.6%
COMMON STOCK$91.10M8.0%
ORD SHS$36.87M3.3%
COM LBTY ONE S C$28.27M2.5%
CL A COM$23.46M2.1%
Portfolio Concentration
Top 3$207.65M18.3%
4–10$354.20M31.2%
11–25$445.34M39.3%
Rest$126.33M11.1%
Top 3 weight
18.3%
Top 10 weight
49.6%
Voting Authority Distribution
Total shares with voting rights: 15.86M
Sole
Full voting authority
15.86M
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)
Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:
WAYFAIR INC
SOLEShares1.04M
TypeSH
Market value$78.21M
6.90%
Sole
1.04M
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares299.32K
TypeSH
Market value$68.39M
6.03%
Sole
299.32K
Shared
0.00
None
0.00
FLOOR & DECOR HLDGS INC
SOLEShares1.20M
TypeSH
Market value$61.06M
5.39%
Sole
1.20M
Shared
0.00
None
0.00
BURLINGTON STORES INC
SOLEShares182.17K
TypeSH
Market value$59.28M
5.23%
Sole
182.17K
Shared
0.00
None
0.00
PERFORMANCE FOOD GROUP CO
SOLEShares657.55K
TypeSH
Market value$56.33M
4.97%
Sole
657.55K
Shared
0.00
None
0.00
CARNIVAL CORP
SOLEShares2.03M
TypeSH
Market value$52.52M
4.63%
Sole
2.03M
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares1.54M
TypeSH
Market value$50.56M
4.46%
Sole
1.54M
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares343.94K
TypeSH
Market value$49.68M
4.38%
Sole
343.94K
Shared
0.00
None
0.00
CONSTELLATION BRANDS INC
SOLEShares299.49K
TypeSH
Market value$44.92M
3.96%
Sole
299.49K
Shared
0.00
None
0.00
MONDELEZ INTL INC
SOLEShares709.75K
TypeSH
Market value$40.91M
3.61%
Sole
709.75K
Shared
0.00
None
0.00
NEXSTAR MEDIA GROUP INC
SOLEShares213.35K
TypeSH
Market value$38.58M
3.40%
Sole
213.35K
Shared
0.00
None
0.00
VIKING HOLDINGS LTD
SOLEShares501.76K
TypeSH
Market value$36.87M
3.25%
Sole
501.76K
Shared
0.00
None
0.00
CHEWY INC
SOLEShares1.31M
TypeSH
Market value$35.50M
3.13%
Sole
1.31M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares158.43K
TypeSH
Market value$33.00M
2.91%
Sole
158.43K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares149.99K
TypeSH
Market value$32.49M
2.87%
Sole
149.99K
Shared
0.00
None
0.00
BOOT BARN HLDGS INC
SOLEShares216.90K
TypeSH
Market value$31.74M
2.80%
Sole
216.90K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares284.86K
TypeSH
Market value$30.17M
2.66%
Sole
284.86K
Shared
0.00
None
0.00
ROYAL CARIBBEAN GROUP
SOLEShares105.38K
TypeSH
Market value$29.00M
2.56%
Sole
105.38K
Shared
0.00
None
0.00
URBAN OUTFITTERS INC
SOLEShares453.83K
TypeSH
Market value$28.75M
2.54%
Sole
453.83K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares332.56K
TypeSH
Market value$28.27M
2.49%
Sole
332.56K
Shared
0.00
None
0.00
MOHAWK INDS INC
SOLEShares281.28K
TypeSH
Market value$27.70M
2.44%
Sole
281.28K
Shared
0.00
None
0.00
BIRKENSTOCK HOLDING PLC
SOLEShares771.34K
TypeSH
Market value$27.64M
2.44%
Sole
771.34K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares82.50K
TypeSH
Market value$25.64M
2.26%
Sole
82.50K
Shared
0.00
None
0.00
FOX CORP
SOLEShares401.74K
TypeSH
Market value$23.46M
2.07%
Sole
401.74K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares441.42K
TypeSH
Market value$16.54M
1.46%
Sole
441.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WAYFAIR INCSOLE | CL A | 1.04M | SH | $78.21M 6.90% | 1.04M | 0.00 | 0.00 |
FIVE BELOW INCSOLE | COM | 299.32K | SH | $68.39M 6.03% | 299.32K | 0.00 | 0.00 |
FLOOR & DECOR HLDGS INCSOLE | CL A | 1.20M | SH | $61.06M 5.39% | 1.20M | 0.00 | 0.00 |
BURLINGTON STORES INCSOLE | COM | 182.17K | SH | $59.28M 5.23% | 182.17K | 0.00 | 0.00 |
PERFORMANCE FOOD GROUP COSOLE | COM | 657.55K | SH | $56.33M 4.97% | 657.55K | 0.00 | 0.00 |
CARNIVAL CORPSOLE | COMMON STOCK | 2.03M | SH | $52.52M 4.63% | 2.03M | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 1.54M | SH | $50.56M 4.46% | 1.54M | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 343.94K | SH | $49.68M 4.38% | 343.94K | 0.00 | 0.00 |
CONSTELLATION BRANDS INCSOLE | CL A | 299.49K | SH | $44.92M 3.96% | 299.49K | 0.00 | 0.00 |
MONDELEZ INTL INCSOLE | CL A | 709.75K | SH | $40.91M 3.61% | 709.75K | 0.00 | 0.00 |
NEXSTAR MEDIA GROUP INCSOLE | COMMON STOCK | 213.35K | SH | $38.58M 3.40% | 213.35K | 0.00 | 0.00 |
VIKING HOLDINGS LTDSOLE | ORD SHS | 501.76K | SH | $36.87M 3.25% | 501.76K | 0.00 | 0.00 |
CHEWY INCSOLE | CL A | 1.31M | SH | $35.50M 3.13% | 1.31M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 158.43K | SH | $33.00M 2.91% | 158.43K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 149.99K | SH | $32.49M 2.87% | 149.99K | 0.00 | 0.00 |
BOOT BARN HLDGS INCSOLE | COM | 216.90K | SH | $31.74M 2.80% | 216.90K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 284.86K | SH | $30.17M 2.66% | 284.86K | 0.00 | 0.00 |
ROYAL CARIBBEAN GROUPSOLE | COM | 105.38K | SH | $29.00M 2.56% | 105.38K | 0.00 | 0.00 |
URBAN OUTFITTERS INCSOLE | COM | 453.83K | SH | $28.75M 2.54% | 453.83K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 332.56K | SH | $28.27M 2.49% | 332.56K | 0.00 | 0.00 |
MOHAWK INDS INCSOLE | COM | 281.28K | SH | $27.70M 2.44% | 281.28K | 0.00 | 0.00 |
BIRKENSTOCK HOLDING PLCSOLE | COM SHS | 771.34K | SH | $27.64M 2.44% | 771.34K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 82.50K | SH | $25.64M 2.26% | 82.50K | 0.00 | 0.00 |
FOX CORPSOLE | CL A COM | 401.74K | SH | $23.46M 2.07% | 401.74K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 441.42K | SH | $16.54M 1.46% | 441.42K | 0.00 | 0.00 |
Page 1 of 2