Hook Mill Capital Partners, LP - Portfolio Stock Holdings

Hook Mill Capital Partners, LP disclosed 50 stock positions in a recent SEC 13F filing. $1,127,378,067 of stock holdings were filed, with the largest holdings including W, FIVE, and FND. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $2,698,000,000 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.