
HAWK RIDGE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | MGRC | 470K | $55.17M |
![]() | WEX | 446K | $70.29M |
![]() | DOOO | 404K | $24.54M |
![]() | WWD | 375K | $94.85M |
![]() | SIMO | 373K | $35.34M |
![]() | CPAY | 369K | $106.38M |
![]() | LBRT | 292K | $3.60M |
![]() | FN | 276K | $100.78M |
![]() | ATI | 275K | $22.34M |
![]() | XPO | 269K | $34.82M |
![]() | APPN | 262K | $8.02M |
![]() | STX | 236K | $55.66M |
![]() | ALGN | 230K | $28.83M |
![]() | TKO | 198K | $39.99M |
![]() | MLM | 181K | $114.06M |
![]() | WDC | 160K | $19.17M |
![]() | FWONA | 157K | $14.95M |
![]() | CRS | 145K | $35.71M |
![]() | MLI | 143K | $14.47M |
![]() | HWM | 118K | $23.16M |

McGrath RentCorp
MGRC
Shares Held
470K
Value
$55.17M

WEX Inc.
WEX
Shares Held
446K
Value
$70.29M

BRP Inc.
DOOO
Shares Held
404K
Value
$24.54M

Woodward, Inc.
WWD
Shares Held
375K
Value
$94.85M

Silicon Motion Technology Corporation
SIMO
Shares Held
373K
Value
$35.34M

Corpay, Inc.
CPAY
Shares Held
369K
Value
$106.38M

Liberty Energy Inc.
LBRT
Shares Held
292K
Value
$3.60M

Fabrinet
FN
Shares Held
276K
Value
$100.78M

ATI Inc.
ATI
Shares Held
275K
Value
$22.34M

XPO Logistics, Inc.
XPO
Shares Held
269K
Value
$34.82M

Appian Corporation
APPN
Shares Held
262K
Value
$8.02M

Seagate Technology Holdings plc
STX
Shares Held
236K
Value
$55.66M

Align Technology, Inc.
ALGN
Shares Held
230K
Value
$28.83M

TKO Group Holdings, Inc.
TKO
Shares Held
198K
Value
$39.99M

Martin Marietta Materials, Inc.
MLM
Shares Held
181K
Value
$114.06M

Western Digital Corporation
WDC
Shares Held
160K
Value
$19.17M

Formula One Group
FWONA
Shares Held
157K
Value
$14.95M

Carpenter Technology Corporation
CRS
Shares Held
145K
Value
$35.71M

Mueller Industries, Inc.
MLI
Shares Held
143K
Value
$14.47M

Howmet Aerospace Inc.
HWM
Shares Held
118K
Value
$23.16M
