HAWK RIDGE CAPITAL MANAGEMENT LP: 13F holdings
CIK 16090742026Q2
| Positions | 44 |
|---|---|
| Reported value | $3.1bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SIMO SILICON MOTION TECHNOLOGY CO | 1,015,215 | $338.4m | 10.9% |
| RBA RB GLOBAL INC | 1,952,874 | $227.4m | 7.3% |
| OPLN OPENLANE INC | 4,967,144 | $204.8m | 6.6% |
| VRSN VERISIGN INC | 798,295 | $200.8m | 6.4% |
| CPAY CORPAY INC | 551,756 | $183.9m | 5.9% |
| SEAGATE TECHNOLOGY HLDNGS PL | 159,320 | $153.7m | 4.9% |
| KMX CARMAX INC | 2,834,458 | $149.9m | 4.8% |
| ALLEGION PLC | 1,017,907 | $143.0m | 4.6% |
| WWD WOODWARD INC | 323,629 | $137.7m | 4.4% |
| MLM MARTIN MARIETTA MATLS INC | 238,655 | $137.6m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1609074")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.