StockDriftsStockDriftsTop 39 Hook Mill Capital Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| W | WAYFAIR INC | 6.9% | 1.04M | $78.2M | +20.49%(+176.83K) | $67.71(-14.01%) | 2026-03-31 | |
| FIVE | FIVE BELOW INC | 6.03% | 299.3K | $68.4M | -30.55%(-131.67K) | $110.87(+92.70%) | 2026-03-31 | |
| FND | FLOOR & DECOR HLDGS INC | 5.39% | 1.20M | $61.1M | +17.98%(+183.16K) | $67.98(-36.02%) | 2026-03-31 | |
| BURL | BURLINGTON STORES INC | 5.23% | 182.2K | $59.3M | -16.29%(-35.46K) | $222.13(+32.17%) | 2026-03-31 | |
| PFGC | PERFORMANCE FOOD GROUP CO | 4.97% | 657.6K | $56.3M | +16.42%(+92.72K) | $79.08(+21.36%) | 2026-03-31 | |
| CCL | CARNIVAL CORP | 4.63% | 2.03M | $52.5M | -20.03%(-508.15K) | $22.19(+11.07%) | 2026-03-31 | |
| AS | AMER SPORTS INC | 4.46% | 1.54M | $50.6M | +22.88%(+285.97K) | $27.86(+17.89%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 4.38% | 343.9K | $49.7M | +31.35%(+82.08K) | $150.01(-5.62%) | 2026-03-31 | |
| STZ | CONSTELLATION BRANDS INC | 3.96% | 299.5K | $44.9M | +23.66%(+57.30K) | $162.59(-12.45%) | 2026-03-31 | |
| MDLZ | MONDELEZ INTL INC | 3.61% | 709.7K | $40.9M | +0.60%(+4.26K) | $66.34(-8.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.80% | +59.36% |
| Top 20 Holdings Unweighted | +15.43% | +53.78% |
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