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Hook Mill Capital Partners, LP

13F
Hook Mill Capital Partners, LP
Last update 2025-05-15 38 Stocks (9 new)
Value $783.00 Mil Turnover 32 %
Countries:
Hook Mill Capital Partners, LP... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BKNG
Booking Holdings Inc
11,918
54,905.2
New Holding
7.010
+7.01%
0.040
+24.50%
+14.83%
184,957.3
Travel & Leisure
TPR
Tapestry Inc
759,758
53,494.6
-8.44%
6.830
-0.47%
0.370
+61.24%
+57.75%
21,217.6
Retail - Cyclical
BURL
Burlington Stores Inc
199,886
47,638.8
+12.16%
6.080
+0.66%
0.320
+15.80%
-8.00%
16,545.1
Retail - Cyclical
MDLZ
Mondelez International Inc
696,333
47,246.2
+30.77%
6.030
+1.42%
0.050
+4.41%
+18.50%
90,378.1
Consumer Packaged Goods
URBN
Urban Outfitters Inc
720,752
37,767.4
+90.26%
4.820
+2.29%
0.780
+43.35%
+29.25%
6,358.3
Retail - Cyclical
CCL
Carnival Corp
1,877,685
36,671.2
-14.64%
4.680
-0.82%
0.140
+63.70%
+18.18%
39,930.7
Travel & Leisure
LOW
Lowe's Companies Inc
153,851
35,882.7
+8.22%
4.580
+0.35%
0.030
+0.33%
-10.58%
122,500.5
Retail - Cyclical
MHK
Mohawk Industries Inc
287,065
32,777.1
-12.90%
4.180
-0.52%
0.460
+8.34%
-6.61%
6,955.9
Furnishings, Fixtures & Appliances
CNK
Cinemark Holdings Inc
1,281,723
31,902.1
-10.49%
4.070
-0.47%
1.110
+5.33%
-2.64%
3,449.2
Media - Diversified
HD
The Home Depot Inc
84,749
31,059.7
New Holding
3.960
+3.96%
0.010
+1.75%
-6.54%
357,218.9
Retail - Cyclical

Hook Mill Capital Partners, LP's Historical Top Holdings Breakdowns

Hook Mill Capital Partners, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BKNG
Booking Holdings Inc
2025-03-31
New Buy
New Buy
+7.01%
4295.4 ($4781.72) 5141.88
$5,683.94
18.87%
New holding
11,918
11,918
HD
The Home Depot Inc
2025-03-31
New Buy
New Buy
+3.96%
347.25 ($389.72) 424.87
$359.04
-7.87%
New holding
84,749
84,749
BOOT
Boot Barn Holdings Inc
2025-03-31
New Buy
New Buy
+3.45%
100.91 ($133.72) 174.52
$169.11
26.47%
New holding
251,356
251,356
AMZN
Amazon.com Inc
2025-03-31
Sold Out
Sold Out
-3.41%
190.26 ($217) 242.06
$223.88
3.17%
Sold Out
0
-152,582
PG
Procter & Gamble Co
2025-03-31
Sold Out
Sold Out
-3.33%
158.56 ($167.49) 176.26
$155.62
-7.09%
Sold Out
0
-195,330
WHR
Whirlpool Corp
2025-03-31
Reduce
Reduce
-3.21%
88.58 ($106.04) 133.14
$96.62
-8.88%
Reduce -99.25%
2,081
-275,032
SN
SharkNinja Inc
2025-03-31
New Buy
New Buy
+3.13%
83.41 ($101.8) 114.44
$114.96
12.93%
New holding
293,719
293,719
RH
RH
2025-03-31
Sold Out
Sold Out
-2.74%
216.63 ($346.2) 454.52
$196.76
-43.17%
Sold Out
0
-68,443
W
Wayfair Inc
2025-03-31
Sold Out
Sold Out
-2.53%
30.07 ($41.58) 50.1
$56.57
36.05%
Sold Out
0
-561,564
AZEK
The AZEK Co Inc
2025-03-31
Add
Add
+2.44%
39.61 ($47.36) 52
$54.35
14.76%
Add 221.31%
567,552
390,915

Hook Mill Capital Partners, LP Total Holding History ($B)

To

Hook Mill Capital Partners, LP's Asset Allocation

To

Hook Mill Capital Partners, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Hook Mill Capital Partners, LP's Hypothetical Growth since 2025-03-31

Hook Mill Capital Partners, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Hook Mill Capital Partners, LP's Holdings Heat Map

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Hook Mill Capital Partners, LP's Holdings Bubble Chart

Hook Mill Capital Partners, LP News

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