Hook Mill Capital Partners, LP
NEW YORK, NY · CIK 1943395 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2022 · limited partnership
- Assets managed$2.7bn
- Staff4 · 2 in investment roles
- Main clients (by assets)Private funds 100%
- Private funds1 (1 hedge) · $18.3m gross assets
- Websitehookmillcapital.com
- Form ADV · 2026-03-24SEC adviser record
- Legal entityHOOK MILL CAPITAL PARTNERS, LP (US)
- Kindhedge funds
- Others nearbyNew York, NY
As an employer
- Offices in1 country
- Private fundshedge 1
$1.1bn
reported value
-4.9% vs Q1 2026
37positions
57.0%in top 10
10 new
10 added
16 reduced
12 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| WAYFAIR INC W | $76.4m7.09% | Reduced -213.0k |
| FLOOR & DECOR HLDGS INC FND | $74.1m6.88% | Added +47.0k |
| FIVE BELOW INC FIVE | $71.7m6.65% | Added +99.5k |
| PROCTER AND GAMBLE CO PG | $66.2m6.15% | Added +107.8k |
| MONDELEZ INTL INC MDLZ | $63.7m5.91% | Added +390.9k |
| BURLINGTON STORES INC BURL | $58.3m5.41% | Added +1.7k |
| MCDONALDS CORP MCD | $53.2m4.94% | Added +114.5k |
| CARNIVAL CORP LTD CCL | $52.6m4.89% | New |
| AMER SPORTS INC AS | $48.9m4.54% | Reduced -91.7k |
| PERFORMANCE FOOD GROUP CO PFGC | $48.7m4.52% | Reduced -222.3k |
| SHARKNINJA INC SN | $36.5m3.39% | Reduced -45.0k |
| VICTORIAS SECRET AND CO VSXY | $36.0m3.34% | New |
| URBAN OUTFITTERS INC URBN | $35.4m3.29% | Added +45.7k |
| WILLIAMS SONOMA INC WSM | $33.8m3.13% | Added +59.7k |
| BOOT BARN HLDGS INC BOOT | $30.8m2.86% | Reduced -29.4k |
| TAPESTRY INC TPR | $29.3m2.72% | New |
| CONSTELLATION BRANDS INC STZ | $28.0m2.60% | Reduced -98.1k |
| TREX CO INC TREX | $25.9m2.41% | New |
| ON HLDG AG ONON | $23.9m2.21% | New |
| MOHAWK INDS INC MHK | $22.2m2.06% | Reduced -98.5k |
| ADVANCE AUTO PARTS INC AAP | $20.7m1.92% | New |
| BRINKER INTL INC EAT | $20.5m1.90% | New |
| US FOODS HLDG CORP USFD | $20.4m1.90% | Added +192.6k |
| MGM RESORTS INTERNATIONAL MGM | $19.3m1.79% | New |
| ROYAL CARIBBEAN GROUP RCL | $17.8m1.65% | Reduced -49.3k |
| AIRBNB INC ABNB | $16.8m1.56% | New |
| MAPLEBEAR INC CART | $13.6m1.26% | Reduced -154.9k |
| BOBS DISC FURNITURE INC BOBS | $12.2m1.13% | Reduced -275.8k |
| TOLL BROTHERS INC TOL | $10.4m0.97% | Added +5.9k |
| RALPH LAUREN CORP RL | $7.3m0.68% | Reduced -16.1k |
| VIKING HOLDINGS LTD VIK | $750.3k0.07% | Reduced -494.6k |
| CARVANA CO CVNA | $574.6k0.05% | Unchanged |
| NEXSTAR MEDIA GROUP INC NXST | $523.6k0.05% | Reduced -210.4k |
| LOWES COS INC LOW | $284.4k0.03% | Reduced -63.0k |
| BIRKENSTOCK HOLDING PLC BIRK | $263.6k0.02% | Reduced -765.2k |
| CHEWY INC CHWY | $213.3k0.02% | Reduced -1.3m |
| ARHAUS INC ARHS | $168.0k0.02% | New |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| CARNIVAL CORP | $52.5m2.0m shares |
| AMAZON COM INC AMZN | $33.0m158.4k shares |
| ROSS STORES INC ROST | $32.5m150.0k shares |
| LIBERTY MEDIA CORP DEL FWONK | $28.3m332.6k shares |
| FOX CORP FOXA | $23.5m401.7k shares |
| ACADEMY SPORTS & OUTDOORS IN ASO | $15.8m280.1k shares |
| YUM BRANDS INC YUM | $15.4m99.0k shares |
| ULTA BEAUTY INC ULTA | $12.7m24.2k shares |
| RH RH | $10.2m72.6k shares |
| D R HORTON INC DHI | $8.0m58.1k shares |
| ROCKET COS INC RKT | $220.1k15.4k shares |
| ZILLOW GROUP INC Z | $203.1k4.9k shares |