HAWK RIDGE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NCNO | 4.48M | $67.14M |
 | HPE | 4.25M | $101.17M |
 | VVV | 3.15M | $106.02M |
 | FIS | 2.60M | $121.87M |
 | SMCI | 2.32M | $52.93M |
 | BATRK | 2.24M | $95.55M |
 | BL | 1.89M | $69.96M |
 | FWONK | 1.85M | $157.26M |
 | RHI | 1.79M | $45.35M |
 | PRKS | 1.56M | $51.09M |
 | NSP | 1.46M | $39.61M |
 | FUN | 1.37M | $24.29M |
 | SIMO | 1.17M | $131.75M |
 | WK | 1.09M | $65.09M |
 | VRSN | 915K | $227.25M |
 | ACHC | 836K | $19.55M |
 | ALLE | 803K | $116.64M |
 | LBRT | 767K | $22.09M |
 | LZ | 736K | $4.17M |
 | MRP | 669K | $18.74M |
nCino, Inc.
NCNO
Shares Held
4.48M
Value
$67.14M
Hewlett Packard Enterprise Company
HPE
Shares Held
4.25M
Value
$101.17M
Valvoline Inc.
VVV
Shares Held
3.15M
Value
$106.02M
Fidelity National Information Services, Inc.
FIS
Shares Held
2.60M
Value
$121.87M
Super Micro Computer, Inc.
SMCI
Shares Held
2.32M
Value
$52.93M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
2.24M
Value
$95.55M
BlackLine, Inc.
BL
Shares Held
1.89M
Value
$69.96M
Liberty Media Corporation
FWONK
Shares Held
1.85M
Value
$157.26M
Robert Half Inc.
RHI
Shares Held
1.79M
Value
$45.35M
United Parks & Resorts Inc.
PRKS
Shares Held
1.56M
Value
$51.09M
Insperity, Inc.
NSP
Shares Held
1.46M
Value
$39.61M
Six Flags Entertainment Corporation
FUN
Shares Held
1.37M
Value
$24.29M
Silicon Motion Technology Corporation
SIMO
Shares Held
1.17M
Value
$131.75M
Workiva Inc.
WK
Shares Held
1.09M
Value
$65.09M
VeriSign, Inc.
VRSN
Shares Held
915K
Value
$227.25M
Acadia Healthcare Company, Inc.
ACHC
Shares Held
836K
Value
$19.55M
Allegion plc
ALLE
Shares Held
803K
Value
$116.64M
Liberty Energy Inc.
LBRT
Shares Held
767K
Value
$22.09M
LegalZoom.com, Inc.
LZ
Shares Held
736K
Value
$4.17M
Millrose Properties, Inc.
MRP
Shares Held
669K
Value
$18.74M