§ 13F · FUND PROFILE
HAWK RIDGE CAPITAL MANAGEMENT LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.1B (13F)Positions · 44Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$423M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VRSN | VERISIGN INC | 915K | $227M | 8.3% | +49% |
| 2 | FWONK | LIBERTY MEDIA CORP DEL | 1.85M | $157M | 5.7% | +39% |
| 3 | CPAY | CORPAY INC | 532K | $155M | 5.6% | +20% |
| 4 | OPLN | OPENLANE INC | 4.97M | $145M | 5.3% | +72% |
| 5 | SIMO | SILICON MOTION TECHNOLOGY CO | 1.17M | $132M | 4.8% | +49% |
| 6 | WWD | WOODWARD INC | 342K | $122M | 4.5% | −17% |
| 7 | FIS | FIDELITY NATL INFORMATION SV | 2.60M | $122M | 4.4% | +33% |
| 8 | ALLE | ALLEGION PLC | 803K | $117M | 4.2% | +33% |
| 9 | VVV | VALVOLINE INC | 3.15M | $106M | 3.9% | +15% |
| 10 | HPE | HEWLETT PACKARD ENTERPRISE C | 4.25M | $101M | 3.7% | +53% |
§ 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 $2.1 billion in assets. The fund runs a portfolio of 44 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed