HAWK RIDGE CAPITAL MANAGEMENT LP
LOS ANGELES CA · SEC CIK 0001609074
$31.18亿2026Q2 申报市值
44持仓数
60.2%前十大占比 · 第一大 10.9%
14 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RBA 加仓+$1.81亿
KMX 新建仓+$1.50亿
FN 新建仓+$9,879.29万
AD 新建仓+$6,590.14万
ESE 加仓+$4,652.03万
2026Q2 卖出最多 按季末市值估算
FWONK 清仓-$1.57亿
FIS 清仓-$1.22亿
HPE 清仓-$1.01亿
NCNO 清仓-$6,713.75万
WK 清仓-$6,509.10万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SIMO | SILICON MOTION TECHNOLOGY CO | $3.38亿 | 10.85% | 1,015,215 | -158,100 | -13.5% | -$5,269.95万 | 减仓 |
| RBA | RB GLOBAL INC | $2.27亿 | 7.29% | 1,952,874 | 1,556,174 | 392.3% | $1.81亿 | 加仓 |
| OPLN | OPENLANE INC | $2.05亿 | 6.57% | 4,967,144 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $2.01亿 | 6.44% | 798,295 | -116,717 | -12.8% | -$2,936.13万 | 减仓 |
| CPAY | CORPAY INC | $1.84亿 | 5.90% | 551,756 | 19,576 | 3.7% | $652.41万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.54亿 | 4.93% | 159,320 | -13,980 | -8.1% | -$1,349.07万 | 减仓 |
| KMX | CARMAX INC | $1.50亿 | 4.81% | 2,834,458 | 2,834,458 | — | $1.50亿 | 新建仓 |
| ALLE | ALLEGION PLC | $1.43亿 | 4.59% | 1,017,907 | 215,100 | 26.8% | $3,021.94万 | 加仓 |
| WWD | WOODWARD INC | $1.38亿 | 4.42% | 323,629 | -18,492 | -5.4% | -$786.72万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1.38亿 | 4.41% | 238,655 | 78,120 | 48.7% | $4,505.18万 | 加仓 |
| VVV | VALVOLINE INC | $1.16亿 | 3.73% | 2,940,050 | -207,760 | -6.6% | -$821.48万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $1.06亿 | 3.38% | 301,500 | 132,900 | 78.8% | $4,652.03万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $1.03亿 | 3.29% | 1,975,760 | -261,940 | -11.7% | -$1,359.47万 | 减仓 |
| FN | FABRINET | $9,879.29万 | 3.17% | 175,763 | 175,763 | — | $9,879.29万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $9,613.30万 | 3.08% | 477,537 | 63,896 | 15.4% | $1,286.29万 | 加仓 |
| MYRG | MYR GROUP INC | $7,843.52万 | 2.52% | 156,745 | 26,800 | 20.6% | $1,341.07万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $6,608.70万 | 2.12% | 107,138 | -1,914 | -1.8% | -$118.06万 | 减仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $6,590.14万 | 2.11% | 1,817,469 | 1,817,469 | — | $6,590.14万 | 新建仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $5,987.42万 | 1.92% | 2,810,993 | 1,442,415 | 105.4% | $3,072.34万 | 加仓 |
| PRKS | UNITED PARKS & RESORTS INC | $5,644.32万 | 1.81% | 1,182,305 | -382,117 | -24.4% | -$1,824.23万 | 减仓 |
| ATI | ATI INC | $4,034.64万 | 1.29% | 204,700 | 19,100 | 10.3% | $376.46万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $3,947.29万 | 1.27% | 237,860 | 209,860 | 749.5% | $3,482.63万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $3,864.89万 | 1.24% | 441,500 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC | $3,462.50万 | 1.11% | 245,411 | 81,940 | 50.1% | $1,156.09万 | 加仓 |
| BL | BLACKLINE INC | $3,362.69万 | 1.08% | 1,197,966 | -692,857 | -36.6% | -$1,944.85万 | 减仓 |
| XPO | XPO INC | $2,998.63万 | 0.96% | 146,068 | 55,680 | 61.6% | $1,143.05万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $2,678.76万 | 0.86% | 356,550 | 52,750 | 17.4% | $396.31万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2,543.58万 | 0.82% | 55,400 | 55,400 | — | $2,543.58万 | 新建仓 |
| MRP | MILLROSE PPTYS INC | $1,470.97万 | 0.47% | 489,509 | -179,600 | -26.8% | -$539.70万 | 减仓 |
| MTRN | MATERION CORP | $1,362.05万 | 0.44% | 45,800 | 45,800 | — | $1,362.05万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $1,234.40万 | 0.40% | 418,017 | -418,016 | -50.0% | -$1,234.40万 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC | $1,197.05万 | 0.38% | 416,800 | 416,800 | — | $1,197.05万 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $1,023.17万 | 0.33% | 91,526 | 91,526 | — | $1,023.17万 | 新建仓 |
| AON | AON PLC | $961.90万 | 0.31% | 29,000 | 29,000 | — | $961.90万 | 新建仓 |
| LBRT | LIBERTY ENERGY INC | $880.13万 | 0.28% | 336,055 | -431,127 | -56.2% | -$1,129.12万 | 减仓 |
| ARXS | ARXIS INC | $797.93万 | 0.26% | 172,937 | 172,937 | — | $797.93万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $739.49万 | 0.24% | 154,900 | 154,900 | — | $739.49万 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $716.29万 | 0.23% | 137,300 | 137,300 | — | $716.29万 | 新建仓 |
| DPC | DPC HOLDINGS PLC | $700.09万 | 0.22% | 142,700 | 142,700 | — | $700.09万 | 新建仓 |
| AROC | ARCHROCK INC | $410.58万 | 0.13% | 100,854 | -176,090 | -63.6% | -$716.86万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $397.13万 | 0.13% | 26,300 | 26,300 | — | $397.13万 | 新建仓 |
| — | AIB DATA CENTERS INC | $360.40万 | 0.12% | 1,700,000 | 1,700,000 | — | $360.40万 | 新建仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $244.00万 | 0.08% | 43,331 | 0 | 0.0% | — | 不变 |
| LZ | LEGALZOOM COM INC | $70.94万 | 0.02% | 115,729 | -620,200 | -84.3% | -$380.18万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -1,849,660 | -100.0% | -$1.57亿 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -2,597,980 | -100.0% | -$1.22亿 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | -4,248,900 | -100.0% | -$1.01亿 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -4,481,810 | -100.0% | -$6,713.75万 | 清仓 |
| WK | WORKIVA INC | $0 | 0.00% | 0 | -1,091,582 | -100.0% | -$6,509.10万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -209,400 | -100.0% | -$5,664.06万 | 清仓 |
| MGRC | MCGRATH RENTCORP | $0 | 0.00% | 0 | -486,876 | -100.0% | -$5,369.27万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -2,324,700 | -100.0% | -$5,293.34万 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | -1,785,400 | -100.0% | -$4,534.92万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -499,980 | -100.0% | -$4,307.83万 | 清仓 |
| NSP | INSPERITY INC | $0 | 0.00% | 0 | -1,464,781 | -100.0% | -$3,960.77万 | 清仓 |
| CR | CRANE COMPANY | $0 | 0.00% | 0 | -205,744 | -100.0% | -$3,518.22万 | 清仓 |
| VISN | VISTANCE NETWORKS INC | $0 | 0.00% | 0 | -947,194 | -100.0% | -$1,723.89万 | 清仓 |
| AMBA | AMBARELLA INC | $0 | 0.00% | 0 | -276,100 | -100.0% | -$1,421.22万 | 清仓 |
| — | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -10,000,000 | -100.0% | -$799.86万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -257,700 | -100.0% | -$683.16万 | 清仓 |
| VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | -447,176 | -100.0% | -$639.01万 | 清仓 |
| SHAZ | SHARONAI HOLDINGS INC | $0 | 0.00% | 0 | -122,155 | -100.0% | -$277.66万 | 清仓 |