Hook Mill Capital Partners, LP

CIK

1943395

City

NEW YORK

State / Country

NY

Stock

SGI — Somnigroup International Inc.

Top Portfolio Positions

37 positions · $1,105,043,878 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
W	Wayfair Inc. Consumer Cyclical	1,039,825	$78,205,238	7.08%
FIVE	Five Below, Inc Consumer Cyclical	299,317	$68,387,948	6.19%
FND	Floor & Decor Holdings, Inc. Consumer Cyclical	1,201,933	$61,058,196	5.53%
BURL	Burlington Stores, Inc. Consumer Cyclical	182,173	$59,275,450	5.36%
PFGC	Performance Food Group Co Consumer Defensive	657,551	$56,325,818	5.10%
CCL	Carnival Corp Ltd. Consumer Cyclical	2,029,374	$52,520,199	4.75%
AS	Amer Sports, Inc. Consumer Cyclical	1,535,970	$50,564,132	4.58%
PG	PROCTER & GAMBLE Co Consumer Defensive	343,941	$49,678,838	4.50%
STZ	Constellation Brands, Inc. Consumer Defensive	299,493	$44,923,950	4.07%
MDLZ	Mondelez International, Inc. Consumer Defensive	709,749	$40,909,932	3.70%

Portfolio Trend

14 quarters · across all stocks

Holdings in SGI

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$23,098,789	258,723	+191.5%	Shares	Sole	2026-02-17
2025-09-30	$7,485,974	88,770	-54.3%	Shares	Sole	2025-11-14
2025-06-30	$13,229,464	194,408	-41.8%	Shares	Sole	2025-08-14
2025-03-31	$19,986,926	333,783	-41.0%	Shares	Sole	2025-05-15
2024-12-31	$32,048,104	565,322	-11.3%	Shares	Sole	2025-02-14
2024-09-30	$34,812,796	637,597	+42.0%	Shares	Sole	2024-11-14
2024-06-30	$21,251,494	448,912	+1.7%	Shares	Sole	2024-08-14
2024-03-31	$25,087,507	441,526	+7.7%	Shares	Sole	2024-05-15
2023-12-31	$20,900,656	410,058	+43.5%	Shares	Sole	2024-02-14
2023-09-30	$12,381,631	285,686	+128.8%	Shares	Sole	2023-11-14
2023-06-30	$5,003,901	124,879	+0.4%	Shares	Sole	2023-08-22
2023-03-31	$4,911,371	124,370	+8.8%	Shares	Sole	2023-05-17
2022-12-31	$3,926,047	114,362	—	Shares	Sole	2023-02-14
No 13F history on record for this holder in this stock.