§ 13F · FUND PROFILE
HAWK RIDGE CAPITAL MANAGEMENT LP.
AUM · $3.1B (13F)Positions · 44Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$423M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SIMO | SILICON MOTION TECHNOLOGY CO | 1.02M | $338M | 10.9% | −13% |
| 2 | RBA | RB GLOBAL INC | 1.95M | $227M | 7.3% | +392% |
| 3 | OPLN | OPENLANE INC | 4.97M | $205M | 6.6% | ±0% |
| 4 | VRSN | VERISIGN INC | 798K | $201M | 6.4% | −13% |
| 5 | CPAY | CORPAY INC | 552K | $184M | 5.9% | +4% |
| 6 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 159K | $154M | 4.9% | −8% |
| 7 | KMX | CARMAX INC | 2.83M | $150M | 4.8% | NEW |
| 8 | ALLE | ALLEGION PLC | 1.02M | $143M | 4.6% | +27% |
| 9 | WWD | WOODWARD INC | 324K | $138M | 4.4% | −5% |
| 10 | MLM | MARTIN MARIETTA MATLS INC | 239K | $138M | 4.4% | +49% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HAWK SIGNAL
AC read
HAWK RIDGE CAPITAL MANAGEMENT LP is a Other fund managing $3.1 billion in assets. The fund runs a portfolio of 44 positions.
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