Hook Mill Capital Partners, LP holds a diversified book of 39 stocks worth $1.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Nexstar Media Group Inc and trimmed Five Below. Their largest long position is Wayfair Inc- Class A at 7% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1943395/holdings"
Use Arkolith to show Hook Mill Capital Partners, 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.
95% 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 | Wayfair Inc CL A | $78.2M | 1.04M | 6.9% | ▲+20% Added · +177K sh | |
| 2 | Five Below Inc COM | $68.4M | 299.3K | 6.0% | ▼−31% Reduced · −132K sh | |
| 3 | Floor & Decor Hldgs Inc CL A | $61.1M | 1.20M | 5.4% | ▲+18% Added · +183K sh | |
| 4 | Burlington Stores Inc COM | $59.3M | 182.2K | 5.2% | ▼−16% Reduced · −35K sh | |
| 5 | Performance Food Group Co COM | $56.3M | 657.6K | 5.0% | ▲+16% Added · +93K sh | |
| 6 | Carnival Corp COMMON STOCK | $52.5M | 2.03M | 4.6% | ▼−20% Reduced · −508K sh | |
| 7 | Amer Sports Inc COM SHS | $50.6M | 1.54M | 4.5% | ▲+23% Added · +286K sh | |
| 8 | Procter & Gamble Co COM | $49.7M | 343.9K | 4.4% | ▲+31% Added · +82K sh | |
| 9 | Constellation Brands Inc CL A | $44.9M | 299.5K | 4.0% | ▲+24% Added · +57K sh | |
| 10 | Mondelez Intl Inc CL A | $40.9M | 709.7K | 3.6% | ▲+0.6% Added · +4K sh | |
| 11 | Nexstar Media Group Inc COMMON STOCK | $38.6M | 213.3K | 3.4% | ▲New New position | |
| 12 | Viking Holdings Ltd ORD SHS | $36.9M | 501.8K | 3.3% | ▲+1.3% Added · +6K sh | |
| 13 | Chewy Inc CL A | $35.5M | 1.31M | 3.1% | ▲New New position | |
| 14 | Amazon Com Inc COM | $33.0M | 158.4K | 2.9% | ▲New New position | |
| 15 | Ross Stores Inc COM | $32.5M | 150.0K | 2.9% | ▲New New position | |
| 16 | Boot Barn Hldgs Inc COM | $31.7M | 216.9K | 2.8% | ▲+33% Added · +54K sh | |
| 17 | Sharkninja Inc COM SHS | $30.2M | 284.9K | 2.7% | ▼−30% Reduced · −121K sh | |
| 18 | Royal Caribbean Group COM | $29.0M | 105.4K | 2.6% | ▲43× Added · +103K sh | |
| 19 | Urban Outfitters Inc COM | $28.8M | 453.8K | 2.5% | ▲+39% Added · +128K sh | |
| 20 | Liberty Media Corp Del COM LBTY ONE S C | $28.3M | 332.6K | 2.5% | ▲New New position | |
| 21 | Mohawk Inds Inc COM | $27.7M | 281.3K | 2.4% | ▲+22% Added · +51K sh | |
| 22 | Birkenstock Holding PLC COM SHS | $27.6M | 771.3K | 2.4% | ▲+3.6% Added · +27K sh | |
| 23 | McDonalds Corp COM | $25.6M | 82.5K | 2.3% | ▲New New position | |
| 24 | Fox Corp CL A COM | $23.5M | 401.7K | 2.1% | ▲New New position | |
| 25 | Maplebear Inc COM | $16.5M | 441.4K | 1.5% | ▲New New position | |
| 26 | Academy Sports & Outdoors In COM | $15.8M | 280.1K | 1.4% | ▲+100% Added · +140K sh | |
| 27 | Williams Sonoma Inc COM | $15.5M | 85.2K | 1.4% | ▼−21% Reduced · −23K sh | |
| 28 | Yum Brands Inc COM | $15.4M | 99.0K | 1.4% | ▼−52% Reduced · −105K sh | |
| 29 | Lowes Cos Inc COM | $15.2M | 64.3K | 1.3% | ▼−42% Reduced · −47K sh | |
| 30 | Ulta Beauty Inc COM | $12.7M | 24.2K | 1.1% | ▼−25% Reduced · −8K sh | |
| 31 | Bobs Disc Furniture Inc COM SHS | $12.3M | 1.05M | 1.1% | ▲New New position | |
| 32 | Ralph Lauren Corp CL A | $11.8M | 34.4K | 1.0% | ▲48× Added · +34K sh | |
| 33 | RH COM | $10.2M | 72.6K | 0.9% | ▲New New position | |
| 34 | D R Horton Inc COM | $8.0M | 58.1K | 0.7% | ▲New New position | |
| 35 | Toll Brothers Inc COM | $7.8M | 57.5K | 0.7% | ▲18× Added · +54K sh | |
| 36 | US Foods Hldg Corp COM | $675K | 7.3K | 0.1% | ▼−96% Reduced · −195K sh | |
| 37 | Carvana Co CL A | $549K | 1.7K | 0.0% | —Held | |
| 38 | Rocket Cos Inc COM CL A | $220K | 15.4K | 0.0% | ▲+30% Added · +4K sh | |
| 39 | Zillow Group Inc CL C CAP STK | $203K | 4.9K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
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.