HOOK MILL CAPITAL PARTNERS, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CCL | 2.06M | $59.44M |
 | AS | 1.14M | $39.70M |
 | BIRK | 1.04M | $47.08M |
 | LEVI | 965K | $22.49M |
 | MDLZ | 839K | $52.43M |
 | CNK | 769K | $21.55M |
 | BRBR | 755K | $27.45M |
 | W | 683K | $60.97M |
 | FIVE | 526K | $81.42M |
 | PFGC | 508K | $52.85M |
 | VIK | 499K | $31.01M |
 | URBN | 461K | $32.92M |
 | TPR | 405K | $45.82M |
 | FND | 384K | $28.28M |
 | NCLH | 305K | $7.51M |
 | YETI | 298K | $9.90M |
 | SN | 278K | $28.66M |
 | USFD | 278K | $21.29M |
 | WMT | 271K | $27.96M |
 | MCD | 229K | $69.53M |
Carnival Corporation & plc
CCL
Shares Held
2.06M
Value
$59.44M
Amer Sports, Inc.
AS
Shares Held
1.14M
Value
$39.70M
Birkenstock Holding plc
BIRK
Shares Held
1.04M
Value
$47.08M
Levi Strauss & Co.
LEVI
Shares Held
965K
Value
$22.49M
Mondelez International, Inc.
MDLZ
Shares Held
839K
Value
$52.43M
Cinemark Holdings, Inc.
CNK
Shares Held
769K
Value
$21.55M
BellRing Brands, Inc.
BRBR
Shares Held
755K
Value
$27.45M
Wayfair Inc.
W
Shares Held
683K
Value
$60.97M
Five Below, Inc.
FIVE
Shares Held
526K
Value
$81.42M
Performance Food Group Company
PFGC
Shares Held
508K
Value
$52.85M
Viking Holdings Ltd
VIK
Shares Held
499K
Value
$31.01M
Urban Outfitters, Inc.
URBN
Shares Held
461K
Value
$32.92M
Tapestry, Inc.
TPR
Shares Held
405K
Value
$45.82M
Floor & Decor Holdings, Inc.
FND
Shares Held
384K
Value
$28.28M
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
305K
Value
$7.51M
YETI Holdings, Inc.
YETI
Shares Held
298K
Value
$9.90M
SharkNinja, Inc.
SN
Shares Held
278K
Value
$28.66M
US Foods Holding Corp.
USFD
Shares Held
278K
Value
$21.29M
Walmart Inc.
WMT
Shares Held
271K
Value
$27.96M
McDonald's Corporation
MCD
Shares Held
229K
Value
$69.53M