Darwins River Capital, LP
Top Portfolio Positions
22 positions ·
$132,747,221 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
81,854 | $18,893,540 | 14.23% |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
141,026 | $10,812,463 | 8.15% |
| CMG |
Chipotle Mexican Grill Inc
Consumer Cyclical
|
291,005 | $10,767,185 | 8.11% |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
152,583 | $10,392,428 | 7.83% |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
105,128 | $8,814,982 | 6.64% |
| DKNG |
DraftKings Inc.
Consumer Cyclical
|
252,076 | $8,686,538 | 6.54% |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
86,919 | $7,927,881 | 5.97% |
| CLX |
Clorox Co /De/
Consumer Defensive
|
77,562 | $7,820,576 | 5.89% |
| FLUT |
Flutter Entertainment plc
Consumer Cyclical
|
34,229 | $7,360,604 | 5.54% |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
55,643 | $5,826,934 | 4.39% |
Holdings in RSI
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $4,869,682 | 250,627 | Shares | Sole | 2026-02-17 | |
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