HM

Hook Mill Capital Partners, LP

13F
Hook Mill Capital Partners, LP
Last update 2024-11-14 41 Stocks (10 new)
Value $797.00 Mil Turnover 33 %
Countries:
Top Holdings: BURL(6.36%)MHK(6.04%)PFGC(5.10%)CNK(4.98%)W(4.75%)
Summary Stock Picks Current Portfolio
Hook Mill Capital Partners, LP... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BURL 		Burlington Stores Inc
192,423
50,699.6
-27.66%
6.360
-2.64%
0.300
+11.33%
+1.93%
18,445.0
Retail - Cyclical
MHK 		Mohawk Industries Inc
299,603
48,140.2
+24.83%
6.040
+1.20%
0.470
-18.80%
+8.51%
8,159.7
Furnishings, Fixtures & Appliances
PFGC 		Performance Food Group Co
518,004
40,596.0
+137.06%
5.100
+2.95%
0.330
+5.46%
+3.76%
13,668.8
Retail - Defensive
CNK 		Cinemark Holdings Inc
1,423,884
39,640.9
New Holding
4.980
+4.98%
1.160
-0.90%
-7.46%
3,508.2
Media - Diversified
W 		Wayfair Inc
674,341
37,884.5
+16.72%
4.750
+0.68%
0.540
-14.42%
+1.51%
5,638.1
Retail - Cyclical
TPX 		Tempur Sealy International Inc
637,597
34,812.8
+42.03%
4.370
+1.29%
0.370
+18.49%
+5.13%
10,349.7
Furnishings, Fixtures & Appliances
AN 		AutoNation Inc
183,768
32,879.8
New Holding
4.130
+4.13%
0.460
+9.59%
+9.07%
7,344.5
Vehicles & Parts
RCL 		Royal Caribbean Group
184,176
32,665.5
-21.91%
4.100
-1.23%
0.070
+20.46%
+4.82%
65,016.7
Travel & Leisure
USFD 		US Foods Holding Corp
527,784
32,458.7
-26.05%
4.070
-1.47%
0.230
+10.18%
+1.26%
15,912.0
Retail - Defensive
FIVE 		Five Below Inc
339,628
30,006.1
New Holding
3.770
+3.77%
0.620
-4.64%
-13.64%
4,986.1
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
RH 		RH2024-06-30Sold Out
-5.71%
●
214.92 ($262.92) 334.75
$447.23
70.10%
Sold Out
0
-75,493
USFD 		US Foods Holding Corp2023-06-30New Buy
+5.22%
●
36.3 ($39.64) 44
$68.31
72.33%
New holding
199,022
199,022
CNK 		Cinemark Holdings Inc2024-09-30New Buy
+4.98%
●
20.78 ($25.42) 28.75
$28.67
12.79%
New holding
1,423,884
1,423,884
KTB 		Kontoor Brands Inc2023-09-30New Buy
+4.54%
●
37.19 ($43.79) 49.51
$85.98
96.35%
New holding
266,107
266,107
BURL 		Burlington Stores Inc2023-12-31Add
+4.49%
●
116.31 ($149.23) 197.05
$290.56
94.71%
Add 112.91%
164,984
87,493
CHTR 		Charter Communications Inc2023-12-31Sold Out
-4.38%
●
361.98 ($407.77) 454.45
$351.37
-13.83%
Sold Out
0
-25,585
MHK 		Mohawk Industries Inc2024-03-31New Buy
+4.29%
●
97.57 ($112.34) 130.89
$129.27
15.07%
New holding
150,962
150,962
LOW 		Lowe's Companies Inc2023-03-31New Buy
+4.23%
●
189.46 ($203.15) 221.56
$261.06
28.51%
New holding
29,085
29,085
BKNG 		Booking Holdings Inc2024-06-30New Buy
+4.14%
●
3414.82 ($3703.02) 4014.38
$4,926.80
33.05%
New holding
6,988
6,988
AN 		AutoNation Inc2024-09-30New Buy
+4.13%
●
156.14 ($171.73) 190.72
$185.25
7.87%
New holding
183,768
183,768

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

Top Ranked Articles

  • 1

Hook Mill Capital Partners, LP's Hypothetical Growth since 2024-09-30

Hook Mill Capital Partners, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Hook Mill Capital Partners, LP's Holdings Heat Map

Size field:

Hook Mill Capital Partners, LP's Holdings Bubble Chart

Hook Mill Capital Partners, LP News

  • 1

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