HAWK RIDGE CAPITAL MANAGEMENT LP

CIK
1609074
City
LOS ANGELES
State / Country
CA

Top Portfolio Positions

45 positions · $2,490,584,791 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
VRSN
Verisign Inc/Ca
Technology
915,012 $227,252,380 9.12%
CPAY
Corpay, Inc.
Technology
532,180 $154,859,058 6.22%
OPLN
OPENLANE, Inc.
Consumer Cyclical
4,967,144 $144,792,247 5.81%
SIMO
Silicon Motion Technology CORP
Technology
1,173,315 $131,751,541 5.29%
WWD
Woodward, Inc.
Industrials
342,121 $122,451,948 4.92%
FIS
Fidelity National Information Services, Inc.
Technology
2,597,980 $121,871,241 4.89%
ALLE
Allegion plc
Industrials
802,807 $116,639,829 4.68%
VVV
Valvoline Inc
Consumer Cyclical
3,147,810 $106,018,240 4.26%
HPE
Hewlett Packard Enterprise Co
Technology
4,248,900 $101,166,309 4.06%
MLM
Martin Marietta Materials Inc
Basic Materials
160,535 $94,503,743 3.79%

Portfolio Trend

25 quarters · across all stocks

Holdings in FIS

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Shares Held

Position Value (USD)

12 of 12 shown
Report Date Value (USD) Shares
2026-03-31 $121,871,241 2,597,980
2025-12-31 $130,114,058 1,957,780
2025-09-30 $120,682,069 1,830,180
2025-06-30 $87,351,301 1,072,980
2025-03-31 $79,331,070 1,062,280
2024-12-31 $11,475,801 142,080
2024-09-30 $21,293,186 254,247
2024-06-30 $52,893,450 701,877
2024-03-31 $72,405,911 976,084
2023-09-30 $97,598,418 1,765,848
2023-06-30 $79,445,623 1,452,388
2023-03-31 $45,310,568 833,988