Hook Mill Capital Partners, LP
NEW YORK NY · SEC CIK 0001943395
$11.34亿2026Q1 申报市值
39持仓数
49.6%前十大占比 · 第一大 6.9%
10 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NXST 新建仓+$3,857.99万
CHWY 新建仓+$3,550.29万
AMZN 新建仓+$3,299.62万
ROST 新建仓+$3,249.13万
RCL 加仓+$2,831.93万
2026Q1 卖出最多 按季末市值估算
MCD 重新持有-$4,547.35万
LAD 清仓-$3,704.08万
FIVE 减仓-$3,008.33万
SGI 清仓-$2,309.88万
GAP 清仓-$1,953.68万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| W | WAYFAIR INC | $7,820.52万 | 6.90% | 1,039,825 | 176,833 | 20.5% | $1,329.96万 | 加仓 |
| FIVE | FIVE BELOW INC | $6,838.79万 | 6.03% | 299,317 | -131,667 | -30.6% | -$3,008.33万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $6,105.82万 | 5.39% | 1,201,933 | 183,165 | 18.0% | $930.48万 | 加仓 |
| BURL | BURLINGTON STORES INC | $5,927.55万 | 5.23% | 182,173 | -35,463 | -16.3% | -$1,153.90万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $5,632.58万 | 4.97% | 657,551 | 92,718 | 16.4% | $794.22万 | 加仓 |
| CCL | CARNIVAL CORP | $5,252.02万 | 4.63% | 2,029,374 | -508,151 | -20.0% | -$1,315.09万 | 减仓 |
| AS | AMER SPORTS INC | $5,056.41万 | 4.46% | 1,535,970 | 285,974 | 22.9% | $941.43万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $4,967.88万 | 4.38% | 343,941 | 82,085 | 31.3% | $1,185.64万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $4,492.40万 | 3.96% | 299,493 | 57,305 | 23.7% | $859.58万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $4,090.99万 | 3.61% | 709,749 | 4,259 | 0.6% | $24.55万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $3,857.99万 | 3.40% | 213,349 | 213,349 | — | $3,857.99万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $3,686.93万 | 3.25% | 501,759 | 6,384 | 1.3% | $46.91万 | 加仓 |
| CHWY | CHEWY INC | $3,550.29万 | 3.13% | 1,314,921 | 1,314,921 | — | $3,550.29万 | 新建仓 |
| AMZN | AMAZON COM INC | $3,299.62万 | 2.91% | 158,430 | 158,430 | — | $3,299.62万 | 新建仓 |
| ROST | ROSS STORES INC | $3,249.13万 | 2.87% | 149,985 | 149,985 | — | $3,249.13万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $3,174.48万 | 2.80% | 216,895 | 53,897 | 33.1% | $788.84万 | 加仓 |
| SN | SHARKNINJA INC | $3,016.71万 | 2.66% | 284,864 | -121,137 | -29.8% | -$1,282.84万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2,899.71万 | 2.56% | 105,375 | 102,912 | 4,178.3% | $2,831.93万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $2,875.01万 | 2.54% | 453,829 | 128,379 | 39.4% | $813.28万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $2,827.47万 | 2.49% | 332,565 | 332,565 | — | $2,827.47万 | 新建仓 |
| MHK | MOHAWK INDS INC | $2,769.50万 | 2.44% | 281,282 | 51,369 | 22.3% | $505.78万 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $2,763.70万 | 2.44% | 771,336 | 26,642 | 3.6% | $95.46万 | 加仓 |
| MCD | MCDONALDS CORP | $2,563.89万 | 2.26% | 82,496 | -146,316 | -63.9% | -$4,547.35万 | 重新持有 |
| FOXA | FOX CORP | $2,346.14万 | 2.07% | 401,736 | 401,736 | — | $2,346.14万 | 新建仓 |
| CART | MAPLEBEAR INC | $1,653.56万 | 1.46% | 441,420 | 441,420 | — | $1,653.56万 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $1,581.02万 | 1.39% | 280,075 | 140,222 | 100.3% | $791.55万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $1,552.56万 | 1.37% | 85,151 | -23,118 | -21.4% | -$421.51万 | 减仓 |
| YUM | YUM BRANDS INC | $1,539.16万 | 1.36% | 98,994 | -105,440 | -51.6% | -$1,639.38万 | 减仓 |
| LOW | LOWES COS INC | $1,519.89万 | 1.34% | 64,326 | -46,557 | -42.0% | -$1,100.05万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $1,266.42万 | 1.12% | 24,228 | -8,107 | -25.1% | -$423.76万 | 减仓 |
| BOBS | BOBS DISC FURNITURE INC | $1,228.88万 | 1.08% | 1,045,856 | 1,045,856 | — | $1,228.88万 | 新建仓 |
| RL | RALPH LAUREN CORP | $1,183.12万 | 1.04% | 34,394 | 33,681 | 4,723.8% | $1,158.59万 | 加仓 |
| RH | RH | $1,015.76万 | 0.90% | 72,648 | 72,648 | — | $1,015.76万 | 新建仓 |
| DHI | D R HORTON INC | $797.47万 | 0.70% | 58,116 | 58,116 | — | $797.47万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $784.10万 | 0.69% | 57,456 | 54,325 | 1,735.1% | $741.37万 | 加仓 |
| USFD | US FOODS HLDG CORP | $67.49万 | 0.06% | 7,319 | -195,220 | -96.4% | -$1,800.12万 | 减仓 |
| CVNA | CARVANA CO | $54.89万 | 0.05% | 1,746 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $22.01万 | 0.02% | 15,445 | 3,585 | 30.2% | $5.11万 | 加仓 |
| Z | ZILLOW GROUP INC | $20.31万 | 0.02% | 4,909 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | -111,458 | -100.0% | -$3,704.08万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -258,723 | -100.0% | -$2,309.88万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -763,156 | -100.0% | -$1,953.68万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -152,490 | -100.0% | -$1,698.89万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -97,958 | -100.0% | -$1,571.25万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -580,887 | -100.0% | -$1,552.71万 | 清仓 |
| QSR | RESTAURANT BRANDS INTL INC | $0 | 0.00% | 0 | -222,958 | -100.0% | -$1,521.24万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WRBY | WARBY PARKER INC | $0 | 0.00% | 0 | -364,258 | -100.0% | -$793.72万 | 清仓 |
| EYE | NATIONAL VISION HLDGS INC | $0 | 0.00% | 0 | -263,969 | -100.0% | -$681.57万 | 清仓 |
| YETI | YETI HLDGS INC | $0 | 0.00% | 0 | -86,946 | -100.0% | -$384.04万 | 清仓 |