Hawk Ridge Capital Management LP holds a diversified book of 48 stocks worth $2.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Workiva Inc and trimmed Woodward Inc. Their largest long position is Verisign Inc at 8% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1609074/holdings"
Use Arkolith to show HAWK RIDGE CAPITAL MANAGEMENT LP's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Verisign Inc COM | $227.3M | 915.0K | 8.3% | ▲+49% Added · +299K sh | |
| 2 | Liberty Media Corp Del COM LBTY ONE S C | $157.3M | 1.85M | 5.7% | ▲+39% Added · +518K sh | |
| 3 | Corpay Inc COM SHS | $154.9M | 532.2K | 5.6% | ▲+20% Added · +90K sh | |
| 4 | Openlane Inc COM | $144.8M | 4.97M | 5.3% | ▲+72% Added · +2.1M sh | |
| 5 | Silicon Motion Technology Co SPONSORED ADR | $131.8M | 1.17M | 4.8% | ▲+49% Added · +386K sh | |
| 6 | Woodward Inc COM | $122.5M | 342.1K | 4.5% | ▼−17% Reduced · −70K sh | |
| 7 | Fidelity Natl Information SV COM | $121.9M | 2.60M | 4.4% | ▲+33% Added · +640K sh | |
| 8 | Allegion PLC ORD SHS | $116.6M | 802.8K | 4.2% | ▲+33% Added · +199K sh | |
| 9 | Valvoline Inc COM | $106.0M | 3.15M | 3.9% | ▲+15% Added · +410K sh | |
| 10 | Hewlett Packard Enterprise C COM | $101.2M | 4.25M | 3.7% | ▲+53% Added · +1.5M sh | |
| 11 | Atlanta Braves Hldgs Inc COM SER C | $95.5M | 2.24M | 3.5% | ▼−16% Reduced · −424K sh | |
| 12 | Martin Marietta Matls Inc COM | $94.5M | 160.5K | 3.4% | ▼−17% Reduced · −34K sh | |
| 13 | Tko Group Holdings Inc CL A | $83.4M | 413.6K | 3.0% | ▲+17% Added · +59K sh | |
| 14 | Blackline Inc COM | $70.0M | 1.89M | 2.5% | ▲+26% Added · +393K sh | |
| 15 | Seagate Technology HLDNGS PL ORD SHS | $67.9M | 173.3K | 2.5% | ▼−14% Reduced · −28K sh | |
| 16 | Ncino Inc COM | $67.1M | 4.48M | 2.4% | ▲+625% Added · +3.9M sh | |
| 17 | Workiva Inc COM CL A | $65.1M | 1.09M | 2.4% | ▲New New position | |
| 18 | Western Digital Corp COM | $56.6M | 209.4K | 2.1% | ▼−36% Reduced · −116K sh | |
| 19 | McGrath Rentcorp COM | $53.7M | 486.9K | 2.0% | ▼−0.1% Reduced · −366 sh | |
| 20 | Super Micro Computer Inc COM NEW | $52.9M | 2.32M | 1.9% | ▲New New position | |
| 21 | United Parks & Resorts Inc COM | $51.1M | 1.56M | 1.9% | ▲New New position | |
| 22 | Esco Technologies Inc COM | $47.4M | 168.6K | 1.7% | ▲New New position | |
| 23 | Robert Half Inc. COM | $45.3M | 1.79M | 1.6% | ▲+134% Added · +1.0M sh | |
| 24 | Globus Med Inc CL A | $43.1M | 500.0K | 1.6% | ▲New New position | |
| 25 | Carpenter Technology Corp COM | $43.0M | 109.1K | 1.6% | ▼−7.3% Reduced · −9K sh | |
| 26 | Insperity Inc COM | $39.6M | 1.46M | 1.4% | ▲New New position | |
| 27 | RB Global Inc COM | $38.0M | 396.7K | 1.4% | ▲New New position | |
| 28 | Myr Group Inc COM | $36.7M | 129.9K | 1.3% | ▲+17% Added · +19K sh | |
| 29 | Crane Company COMMON STOCK | $35.2M | 205.7K | 1.3% | ▼−17% Reduced · −42K sh | |
| 30 | Liberty Media Corp Del COM LBTY ONE S A | $34.5M | 441.5K | 1.3% | ▲+47% Added · +142K sh | |
| 31 | Ati Inc COM | $27.0M | 185.6K | 1.0% | ▼−11% Reduced · −24K sh | |
| 32 | Wex Inc COM | $25.0M | 163.5K | 0.9% | ▼−64% Reduced · −291K sh | |
| 33 | Six Flags Entertainment Corp COM | $24.3M | 1.37M | 0.9% | ▼−11% Reduced · −171K sh | |
| 34 | Liberty Energy Inc COM CL A | $22.1M | 767.2K | 0.8% | ▼−14% Reduced · −127K sh | |
| 35 | Acadia Healthcare Company In COM | $19.6M | 836.0K | 0.7% | ▼−65% Reduced · −1.5M sh | |
| 36 | Millrose Pptys Inc COM CL A | $18.7M | 669.1K | 0.7% | ▲+1.7% Added · +11K sh | |
| 37 | Kodiak Gas Svcs Inc COM | $17.7M | 303.8K | 0.6% | ▲New New position | |
| 38 | Xpo Inc COM | $17.6M | 90.4K | 0.6% | ▼−53% Reduced · −104K sh | |
| 39 | Vistance Networks Inc COM | $17.2M | 947.2K | 0.6% | ▲New New position | |
| 40 | Ambarella Inc SHS | $14.2M | 276.1K | 0.5% | ▲New New position | |
| 41 | Archrock Inc COM | $9.6M | 276.9K | 0.4% | ▲New New position | |
| 42 | Super Micro Computer Inc NOTE 3.500% 3/0 | $8.0M | 10.00M | 0.3% | ▲New New position | |
| 43 | Toast Inc CL A | $6.8M | 257.7K | 0.2% | ▲New New position | |
| 44 | Verra Mobility Corp CL A COM STK | $6.4M | 447.2K | 0.2% | ▲New New position | |
| 45 | Legalzoom Com Inc COM | $4.2M | 735.9K | 0.2% | ▲+49% Added · +241K sh | |
| 46 | Everus Constr Group COM | $3.3M | 28.0K | 0.1% | ▲New New position | |
| 47 | Sharonai Holdings Inc COM CL A | $2.8M | 122.2K | 0.1% | ▲New New position | |
| 48 | Atlanta Braves Hldgs Inc COM SER A | $2.0M | 43.3K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 48 | $2.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 36 | $2.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 44 | $2.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 53 | $2.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 42 | $2.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 43 | $2.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 47 | $2.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 53 | $2.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 41 | $2.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 39 | $1.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 42 | $2.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 40 | $1.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 41 | $1.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 43 | $1.5B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 50 | $1.6B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 50 | $1.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 9, 2022 | 51 | $1.8B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 15, 2022 | 44 | $1.6B | 13F-HR/A |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 47 | $1.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 12, 2021 | 40 | $1.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 47 | $1.5B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 41 | $1.2B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 43 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.