Hook Mill Capital Partners, LP has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $626 Million distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Burlington Stores, Inc. with a value of $63.8M, Us Foods Holding Corp. with a value of $37.8M, Royal Caribbean Cruises LTD with a value of $37.6M, Wayfair Inc. with a value of $30.5M, and Zillow Group, Inc. with a value of $27.8M.

Examining the 13F form we can see an increase of $187M in the current position value, from $439M to 626M.

Hook Mill Capital Partners, LP is based out at New York, NY

Below you can find more details about Hook Mill Capital Partners, LP portfolio as well as his latest detailed transactions.

Portfolio value $626 Million
Consumer Cyclical: $427 Million
Consumer Defensive: $163 Million
Communication Services: $29.8 Million
Industrials: $6.34 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $626 Million
  • Prior Value $439 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 12 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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