Hook Mill Capital Partners, LP
NEW YORK NY · SEC CIK 0001943395
$10.77亿2026Q2 申报市值
37持仓数
57.0%前十大占比 · 第一大 7.1%
9 / 12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
CCL 新建仓+$5,264.92万
VSXY 新建仓+$3,596.18万
MCD 加仓+$3,094.89万
TREX 新建仓+$2,594.99万
ONON 新建仓+$2,386.40万
2026Q2 卖出最多 按季末市值估算
CCL 清仓-$5,252.02万
VIK 减仓-$5,176.89万
NXST 减仓-$3,757.84万
AMZN 清仓-$3,299.62万
BIRK 减仓-$3,292.71万
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 |
|---|---|---|---|---|---|---|---|---|
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -2,029,374 | -100.0% | -$5,252.02万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -158,430 | -100.0% | -$3,299.62万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -149,985 | -100.0% | -$3,249.13万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -332,565 | -100.0% | -$2,827.47万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -401,736 | -100.0% | -$2,346.14万 | 清仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $0 | 0.00% | 0 | -280,075 | -100.0% | -$1,581.02万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -98,994 | -100.0% | -$1,539.16万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -24,228 | -100.0% | -$1,266.42万 | 清仓 |
| RH | RH | $0 | 0.00% | 0 | -72,648 | -100.0% | -$1,015.76万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -58,116 | -100.0% | -$797.47万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -15,445 | -100.0% | -$22.01万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -4,909 | -100.0% | -$20.31万 | 清仓 |
| ARHS | ARHAUS INC | $16.80万 | 0.02% | 19,953 | 19,953 | — | $16.80万 | 新建仓 |
| CHWY | CHEWY INC | $21.33万 | 0.02% | 10,853 | -1,304,068 | -99.2% | -$2,562.49万 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $26.36万 | 0.02% | 6,125 | -765,211 | -99.2% | -$3,292.71万 | 减仓 |
| LOW | LOWES COS INC | $28.44万 | 0.03% | 1,290 | -63,036 | -98.0% | -$1,389.88万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $52.36万 | 0.05% | 2,932 | -210,417 | -98.6% | -$3,757.84万 | 减仓 |
| CVNA | CARVANA CO | $57.46万 | 0.05% | 8,730 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $75.03万 | 0.07% | 7,168 | -494,591 | -98.6% | -$5,176.89万 | 减仓 |
| RL | RALPH LAUREN CORP | $734.86万 | 0.68% | 18,307 | -16,087 | -46.8% | -$645.75万 | 减仓 |
| TOL | TOLL BROTHERS INC | $1,043.97万 | 0.97% | 63,367 | 5,911 | 10.3% | $97.38万 | 加仓 |
| BOBS | BOBS DISC FURNITURE INC | $1,218.23万 | 1.13% | 770,058 | -275,798 | -26.4% | -$436.31万 | 减仓 |
| CART | MAPLEBEAR INC | $1,356.44万 | 1.26% | 286,470 | -154,950 | -35.1% | -$733.69万 | 减仓 |
| ABNB | AIRBNB INC | $1,680.67万 | 1.56% | 117,447 | 117,447 | — | $1,680.67万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,781.22万 | 1.65% | 56,096 | -49,279 | -46.8% | -$1,564.76万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $1,932.08万 | 1.79% | 404,117 | 404,117 | — | $1,932.08万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $2,044.44万 | 1.90% | 199,945 | 192,626 | 2,631.9% | $1,969.60万 | 加仓 |
| EAT | BRINKER INTL INC | $2,047.01万 | 1.90% | 121,846 | 121,846 | — | $2,047.01万 | 新建仓 |
| AAP | ADVANCE AUTO PARTS INC | $2,071.37万 | 1.92% | 332,910 | 332,910 | — | $2,071.37万 | 新建仓 |
| MHK | MOHAWK INDS INC | $2,217.55万 | 2.06% | 182,770 | -98,512 | -35.0% | -$1,195.25万 | 减仓 |
| ONON | ON HLDG AG | $2,386.40万 | 2.21% | 673,744 | 673,744 | — | $2,386.40万 | 新建仓 |
| TREX | TREX INC | $2,594.99万 | 2.41% | 518,584 | 518,584 | — | $2,594.99万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $2,800.69万 | 2.60% | 201,358 | -98,135 | -32.8% | -$1,364.96万 | 减仓 |
| TPR | TAPESTRY INC | $2,927.97万 | 2.72% | 200,025 | 98,931 | 97.9% | $1,448.15万 | 重新持有 |
| BOOT | BOOT BARN HLDGS INC | $3,079.49万 | 2.86% | 187,465 | -29,430 | -13.6% | -$483.45万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $3,376.83万 | 3.13% | 144,866 | 59,715 | 70.1% | $1,391.96万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $3,539.83万 | 3.29% | 499,553 | 45,724 | 10.1% | $324.00万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $3,596.18万 | 3.34% | 430,783 | 430,783 | — | $3,596.18万 | 新建仓 |
| SN | SHARKNINJA INC | $3,653.12万 | 3.39% | 239,911 | -44,953 | -15.8% | -$684.50万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $4,865.50万 | 4.52% | 435,236 | -222,315 | -33.8% | -$2,485.26万 | 减仓 |
| AS | AMER SPORTS INC | $4,887.25万 | 4.54% | 1,444,222 | -91,748 | -6.0% | -$310.48万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $5,264.92万 | 4.89% | 1,842,815 | 1,842,815 | — | $5,264.92万 | 新建仓 |
| MCD | MCDONALDS CORP | $5,324.84万 | 4.94% | 196,990 | 114,494 | 138.8% | $3,094.89万 | 加仓 |
| BURL | BURLINGTON STORES INC | $5,825.45万 | 5.41% | 183,884 | 1,711 | 0.9% | $54.20万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $6,366.41万 | 5.91% | 1,100,694 | 390,945 | 55.1% | $2,261.23万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $6,624.86万 | 6.15% | 451,777 | 107,836 | 31.4% | $1,581.31万 | 加仓 |
| FIVE | FIVE BELOW INC | $7,169.49万 | 6.65% | 398,770 | 99,453 | 33.2% | $1,788.07万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $7,413.65万 | 6.88% | 1,248,931 | 46,998 | 3.9% | $278.98万 | 加仓 |
| W | WAYFAIR INC | $7,641.50万 | 7.09% | 826,823 | -213,002 | -20.5% | -$1,968.56万 | 减仓 |