Darwins River Capital, LP

NEW YORK, NY · CIK 2064978 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityDARWINS RIVER CAPITAL, LP (US)

Others nearbyNew York, NY
FamilyDarwins River Capital, LP · 2 related pages

$182.4m reported value -2.4% vs Q1 2026

26positions

59.8%in top 10

17 new 6 added 3 reduced 29 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	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMAZON COM INC COM AMZN	AMZN	71,354	$17.0m9.32%	9.32%	Reduced -18.4k	-18,413 -20.5%
2	ACADEMY SPORTS & OUTDOORS IN COM ASO	ASO	307,836	$14.5m7.95%	7.95%	Added +233.4k	+233,365 313.4%
3	GROUP 1 AUTOMOTIVE INC COM GPI	GPI	49,209	$14.3m7.86%	7.86%	Added +38.7k	+38,666 366.8%
4	ARAMARK COM ARMK	ARMK	249,732	$14.2m7.79%	7.79%	New
5	ON HLDG AG NAMEN AKT A ONON	ONON	355,720	$12.6m6.91%	6.91%	Added +110.2k	+110,171 44.9%
6	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	240,000	$8.2m4.47%	4.47%	Reduced -13.8k	-13,807 -5.4%
7	DOLLAR TREE INC COM DLTR	DLTR	61,400	$7.4m4.07%	4.07%	New
8	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	79,986	$7.4m4.04%	4.04%	Added +25.5k	+25,526 46.9%
9	TARGET CORP COM TGT	TGT	55,346	$7.2m3.96%	3.96%	New
10	HALEON PLC SPON ADS HLN	HLN	676,329	$6.3m3.46%	3.46%	New
11	COCA-COLA EUROPACIFIC PARTNE SHS CCEP	CCEP	61,271	$6.1m3.36%	3.36%	New
12	FLOWERS FOODS INC COM FLO	FLO	763,359	$6.0m3.31%	3.31%	New
13	PROCTER AND GAMBLE CO COM PG	PG	40,682	$6.0m3.27%	3.27%	New
14	BOOKING HOLDINGS INC COM BKNG	BKNG	33,437	$6.0m3.27%	3.27%	Reduced -15.6k	-15,613 -31.8%
15	APTIV PLC COM SHS APTV	APTV	96,821	$5.9m3.26%	3.26%	New
16	WYNN RESORTS LTD COM WYNN	WYNN	60,374	$5.9m3.21%	3.21%	New
17	BOSTON BEER INC CL A SAM	SAM	30,820	$5.5m2.99%	2.99%	New
18	WILLIAMS SONOMA INC COM WSM	WSM	22,219	$5.2m2.84%	2.84%	New
19	COSTCO WHSL CORP NEW COM COST	COST	5,519	$5.2m2.83%	2.83%	New
20	SIGNET JEWELERS LIMITED SHS SIG	SIG	57,117	$4.9m2.70%	2.70%	Added +34.8k	+34,786 155.8%
21	HERSHEY CO COM HSY	HSY	27,818	$4.9m2.68%	2.68%	New
22	CROCS INC COM CROX	CROX	33,143	$4.0m2.19%	2.19%	Added +21.3k	+21,263 179.0%
23	NATIONAL VISION HLDGS INC COM EYE	EYE	132,556	$2.5m1.38%	1.38%	New
24	BATH & BODY WORKS INC COM BBWI	BBWI	87,393	$2.0m1.11%	1.11%	New
25	AMBEV SA SPONSORED ADR ABEV	ABEV	619,195	$1.9m1.07%	1.07%	New
26	CELSIUS HLDGS INC COM NEW CELH	CELH	43,068	$1.3m0.69%	0.69%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
WALMART INC WMT	WMT	98,147	$12.2m98.1k shares
TRACTOR SUPPLY CO TSCO	TSCO	218,579	$9.9m218.6k shares
BRP INC DOO	DOO	118,043	$8.5m118.0k shares
PEPSICO INC PEP	PEP	50,736	$7.9m50.7k shares
CHURCH & DWIGHT CO INC CHD	CHD	79,239	$7.4m79.2k shares
CARNIVAL CORP		280,786	$7.3m280.8k shares
MONSTER BEVERAGE CORP NEW MNST	MNST	84,104	$6.1m84.1k shares
BURLINGTON STORES INC BURL	BURL	17,629	$5.7m17.6k shares
CHOICE HOTELS INTL INC CHH	CHH	49,692	$5.1m49.7k shares
CHEFS WHSE INC CHEF	CHEF	76,667	$4.6m76.7k shares
MONDELEZ INTL INC MDLZ	MDLZ	78,356	$4.5m78.4k shares
KURA SUSHI USA INC KRUS	KRUS	63,408	$4.4m63.4k shares
WYNDHAM HOTELS & RESORTS INC WH	WH	50,000	$4.1m50.0k shares
STARBUCKS CORP SBUX	SBUX	45,000	$4.0m45.0k shares
BJS WHSL CLUB HLDGS INC BJ	BJ	40,233	$4.0m40.2k shares
SCOTTS MIRACLE-GRO CO SMG	SMG	65,020	$4.0m65.0k shares
SIX FLAGS ENTERTAINMENT CORP FUN	FUN	205,511	$3.6m205.5k shares
DARLING INGREDIENTS INC DAR	DAR	58,120	$3.6m58.1k shares
PERFORMANCE FOOD GROUP CO PFGC	PFGC	36,051	$3.1m36.1k shares
EXPEDIA GROUP INC EXPE	EXPE	13,372	$3.1m13.4k shares
MGM RESORTS INTERNATIONAL MGM	MGM	82,965	$3.1m83.0k shares
RUSH STREET INTERACTIVE INC RSI	RSI	140,893	$3.1m140.9k shares
TEXAS ROADHOUSE INC TXRH	TXRH	12,249	$2.0m12.2k shares
LINCOLN EDL SVCS CORP LINC	LINC	42,251	$1.7m42.3k shares
SUPER GROUP SGHC LIMITED SGHC	SGHC	136,825	$1.5m136.8k shares