57 is the total number of securities Hook Mill Capital Partners, LP has owned. The longest Hook Mill Capital Partners, LP has owned a single stock is 4 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| WSM | WILLIAMS SONOMA ORD | 4 | 4 | 5.92% | 7.49% | 8.64% | Q4 2022 | Q3 2023 | 4 |
| FERG | FERGUSON PLC NEW | 4 | 4 | 3.31% | 5.86% | 7.39% | Q4 2022 | Q3 2023 | 4 |
| DKS | DICKS SPORTING ORD | 4 | 4 | 2.57% | 5.79% | 8.11% | Q4 2022 | Q3 2023 | 4 |
| ASO | ACADEMY SPORTS & OUTDO... | 4 | 4 | 4.48% | 5.39% | 6.77% | Q4 2022 | Q3 2023 | 4 |
| BOOT | BOOT BARN HOLDINGS ORD | 4 | 4 | 3.00% | 4.54% | 5.69% | Q4 2022 | Q3 2023 | 4 |
| MDLZ | MONDELEZ INTL INC | 4 | 4 | 3.16% | 4.37% | 6.56% | Q4 2022 | Q3 2023 | 4 |
| TPR | TAPESTRY ORD | 4 | 4 | 2.43% | 4.32% | 5.98% | Q4 2022 | Q3 2023 | 4 |
| DECK | DECKERS OUTDOOR ORD | 4 | 4 | 0.11% | 4.28% | 7.40% | Q4 2022 | Q3 2023 | 4 |
| DHI | D R HORTON ORD | 4 | 4 | 3.03% | 4.05% | 6.39% | Q4 2022 | Q3 2023 | 4 |
| RCL | ROYAL CARIBBEAN GROUP ORD | 4 | 4 | 2.81% | 3.79% | 4.70% | Q4 2022 | Q3 2023 | 4 |
| TPX | TEMPUR SEALY INTL INC | 4 | 4 | 2.98% | 3.64% | 4.82% | Q4 2022 | Q3 2023 | 4 |
| ZG | ZILLOW GROUP INC | 4 | 4 | 2.26% | 3.24% | 5.12% | Q4 2022 | Q3 2023 | 4 |
| MNST | MONSTER BEVERAGE ORD | 4 | 4 | 2.37% | 3.05% | 3.59% | Q4 2022 | Q3 2023 | 4 |
| BLDR | BUILDERS FIRSTSOURCE ORD | 4 | 4 | 0.18% | 1.45% | 2.56% | Q4 2022 | Q3 2023 | 4 |
| ARHAUS INC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 | |
| LOW | LOWES COS INC | 3 | 3 | 4.24% | 5.18% | 5.97% | Q1 2023 | Q3 2023 | 3 |
| WWE | WORLD WRESTLING ENTMT INC | 3 | 3 | 2.41% | 3.37% | 4.61% | Q4 2022 | Q2 2023 | 3 |
| TOL | TOLL BROTHERS INC | 3 | 3 | 2.96% | 3.25% | 3.48% | Q1 2023 | Q3 2023 | 3 |
| K | KELLOGG CO | 3 | 3 | 1.92% | 2.40% | 2.73% | Q1 2023 | Q3 2023 | 3 |
| CRI | CARTERS INC | 3 | 3 | 0.94% | 2.34% | 3.76% | Q1 2023 | Q3 2023 | 3 |
| DRI | DARDEN RESTAURANTS ORD | 3 | 3 | 1.28% | 1.86% | 2.63% | Q4 2022 | Q2 2023 | 3 |
| AN | AUTONATION INC | 3 | 3 | 1.29% | 1.73% | 2.18% | Q1 2023 | Q3 2023 | 3 |
| RL | RALPH LAUREN CORP | 3 | 3 | 1.04% | 1.45% | 2.15% | Q4 2022 | Q2 2023 | 3 |
| SHYF | SHYFT GROUP ORD | 3 | 3 | 0.09% | 0.17% | 0.24% | Q4 2022 | Q2 2023 | 3 |
| PFGC | PERFORMANCE FOOD GROUP... | 2 | 1 | 0.05% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 3 |
| DISH | DISH NETWORK CORPORATION | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
| USFD | US FOODS HLDG CORP | 2 | 2 | 4.98% | 5.10% | 5.22% | Q2 2023 | Q3 2023 | 2 |
| AMZN | AMAZON COM INC | 2 | 2 | 3.73% | 3.74% | 3.75% | Q2 2023 | Q3 2023 | 2 |
| WMT | WALMART INC | 2 | 2 | 3.39% | 3.70% | 4.01% | Q2 2023 | Q3 2023 | 2 |
| KTB | KONTOOR BRANDS ORD | 1 | 1 | 2.26% | 3.40% | 4.54% | Q4 2022 | Q3 2023 | 2 |
| TSCO | TRACTOR SUPPLY ORD | 2 | 2 | 2.54% | 3.26% | 3.99% | Q4 2022 | Q1 2023 | 2 |
| PG | PROCTER & GAMBLE ORD | 1 | 1 | 2.67% | 2.93% | 3.19% | Q4 2022 | Q3 2023 | 2 |
| CHTR | CHARTER COMMUNICATIONS... | 2 | 2 | 1.19% | 2.78% | 4.38% | Q2 2023 | Q3 2023 | 2 |
| ORLY | O REILLY AUTOMOTIVE ORD | 2 | 2 | 1.79% | 2.58% | 3.36% | Q4 2022 | Q1 2023 | 2 |
| ROST | ROSS STORES ORD | 1 | 1 | 1.62% | 2.02% | 2.42% | Q4 2022 | Q3 2023 | 2 |
| LAD | LITHIA MTRS INC | 2 | 2 | 1.27% | 2.00% | 2.73% | Q2 2023 | Q3 2023 | 2 |
| FND | FLOOR DECOR HOLDINGS | 2 | 2 | 1.27% | 1.72% | 2.16% | Q1 2023 | Q2 2023 | 2 |
| BURL | BURLINGTON STORES INC | 2 | 2 | 1.06% | 1.55% | 2.04% | Q2 2023 | Q3 2023 | 2 |
| BLD | TOPBUILD CORP | 2 | 2 | 0.14% | 0.66% | 1.18% | Q2 2023 | Q3 2023 | 2 |
| MAR | MARRIOTT INTL INC NEW | 2 | 2 | 0.51% | 0.56% | 0.60% | Q2 2023 | Q3 2023 | 2 |
| LOVE | LOVESAC COMPANY | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
| LEN | LENNAR CORP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
| LULU | LULULEMON ATHLETICA ORD | 1 | 1 | 2.76% | 2.76% | 2.76% | Q4 2022 | Q4 2022 | 1 |
| BURLINGTON STORES INC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q3 2023 | Q3 2023 | 1 | |
| CAKE | CHEESECAKE FACTORY ORD | 1 | 1 | 1.75% | 1.75% | 1.75% | Q4 2022 | Q4 2022 | 1 |
| CAR | AVIS BUDGET GROUP | 1 | 1 | 1.55% | 1.55% | 1.55% | Q1 2023 | Q1 2023 | 1 |
| EL | LAUDER ESTEE | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2023 | Q2 2023 | 1 |
| URBN | URBAN OUTFITTERS INC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q3 2023 | Q3 2023 | 1 |
| ERMENEGILDO ZEGNA N V | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2023 | Q3 2023 | 1 | |
| BLMN | BLOOMIN BRANDS ORD | 1 | 1 | 1.32% | 1.32% | 1.32% | Q4 2022 | Q4 2022 | 1 |
| TREX | TREX | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2023 | Q2 2023 | 1 |
| W | WAYFAIR INC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
| TKO GROUP HOLDINGS INC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 | |
| LYFT | LYFT INC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
| NFLX | NETFLIX ORD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
| DOOR | MASONITE INTERNATIONAL | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
| ODDITY TECH LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 | |
Download | |||||||||
The securities at the top of the list , including WILLIAMS SONOMA ORD, FERGUSON PLC NEW, and DICKS SPORTING ORD, are the highest-conviction holdings of Hook Mill Capital Partners, LP.
The conviction is calculated by counting the number of quarters a security has been reported by Hook Mill Capital Partners, LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Hook Mill Capital Partners, LP owns currently or has owned in the past.