Darwins River Capital, LP: 13F holdings
CIK 20649782026Q2
| Positions | 26 |
|---|---|
| Reported value | $182.4m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AMZN AMAZON COM INC | 71,354 | $17.0m | 9.3% |
| ASO ACADEMY SPORTS & OUTDOORS IN | 307,836 | $14.5m | 8.0% |
| GPI GROUP 1 AUTOMOTIVE INC | 49,209 | $14.3m | 7.9% |
| ARMK ARAMARK | 249,732 | $14.2m | 7.8% |
| ON HLDG AG | 355,720 | $12.6m | 6.9% |
| CMG CHIPOTLE MEXICAN GRILL INC | 240,000 | $8.2m | 4.5% |
| DLTR DOLLAR TREE INC | 61,400 | $7.4m | 4.1% |
| ORLY OREILLY AUTOMOTIVE INC | 79,986 | $7.4m | 4.0% |
| TGT TARGET CORP | 55,346 | $7.2m | 4.0% |
| HLN HALEON PLC | 676,329 | $6.3m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2064978")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.