StockDrifts LogoStockDrifts

Hawk Ridge Capital Management Lp

Portfolio Manager
Hawk Ridge Capital Management Lp
Performance
+7.37% (2026 Q1)
AUM (13F)
$2.75B
# of Holdings
48
Performance Rank
Allocation (Top 20)
75.99%

Hawk Ridge Capital Management Lp Holdings Map

Top 47 Hawk Ridge Capital Management Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VRSN
VERISIGN INC
8.26%915.0K$227.3M
+48.51%(+298.89K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 616.1K shares2026-Q1: 915.0K shares
$256.16(+16.16%)
2026-03-31
FWONK
LIBERTY MEDIA CORP DEL
5.72%1.85M$157.3M
+38.93%(+518.30K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 605.5K shares2025-Q4: 1.33M shares2026-Q1: 1.85M shares
$99.74(-10.22%)
2026-03-31
CPAY
CORPAY INC
5.63%532.2K$154.9M
+20.45%(+90.36K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 369.3K shares2025-Q4: 441.8K shares2026-Q1: 532.2K shares
$300.02(+9.40%)
2026-03-31
OPLN
OPENLANE INC
5.26%4.97M$144.8M
+72.47%(+2.09M)
2025-Q1: 4.58M shares2025-Q2: 3.38M shares2025-Q3: 2.40M shares2025-Q4: 2.88M shares2026-Q1: 4.97M shares
$23.31(+49.72%)
2026-03-31
SIMO
SILICON MOTION TECHNOLOGY CO
4.79%1.17M$131.8M
+48.95%(+385.57K)
2025-Q1: 0 shares2025-Q2: 216.9K shares2025-Q3: 372.7K shares2025-Q4: 787.7K shares2026-Q1: 1.17M shares
$90.19(+188.26%)
2026-03-31
WWD
WOODWARD INC
4.45%342.1K$122.5M
-16.90%(-69.60K)
2025-Q1: 593.1K shares2025-Q2: 501.8K shares2025-Q3: 375.3K shares2025-Q4: 411.7K shares2026-Q1: 342.1K shares
$150.68(+131.76%)
2026-03-31
FIS
FIDELITY NATL INFORMATION SV
4.43%2.60M$121.9M
+32.70%(+640.20K)
2025-Q1: 1.06M shares2025-Q2: 1.07M shares2025-Q3: 1.83M shares2025-Q4: 1.96M shares2026-Q1: 2.60M shares
$69.68(-40.01%)
2026-03-31
ALLE
ALLEGION PLC
4.24%802.8K$116.6M
+32.91%(+198.80K)
2025-Q1: 933.0K shares2025-Q2: 839.0K shares2025-Q3: 523.8K shares2025-Q4: 604.0K shares2026-Q1: 802.8K shares
$132.67(-5.29%)
2026-03-31
VVV
VALVOLINE INC
3.85%3.15M$106.0M
+14.96%(+409.56K)
2025-Q1: 0 shares2025-Q2: 738.8K shares2025-Q3: 1.13M shares2025-Q4: 2.74M shares2026-Q1: 3.15M shares
$33.83(-4.25%)
2026-03-31
HPE
HEWLETT PACKARD ENTERPRISE C
3.68%4.25M$101.2M
+53.21%(+1.48M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 2.77M shares2026-Q1: 4.25M shares
$24.16(+37.00%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Hawk Ridge Capital Management Lp, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all