Advertisement
Screener

Darwins River Capital, LP Historic Quarter Change: USA Stocks, Sold Out

Add as a preferred source on Google

Darwins River Capital, LP historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Darwins River Capital, LP opened 42 positions, added to 10, reduced 8 and sold out of 41.

  • Q2 2026: Stock WMT; Country of operation United States; Class COM; Shares before 98,147.
  • Q2 2026: Stock TSCO; Country of operation United States; Class COM; Shares before 218,579.
  • Q2 2026: Stock PEP; Country of operation United States; Class COM; Shares before 50,736.
  • Q2 2026: Stock CHD; Country of operation United States; Class COM; Shares before 79,239.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2064978), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026WMT
WALMART INC		United StatesCOM98,1470-98,147$12,197,709$0-$12,197,7092026-08-14
Q2 2026TSCO
TRACTOR SUPPLY CO		United StatesCOM218,5790-218,579$9,901,629$0-$9,901,6292026-08-14
Q2 2026PEP
PEPSICO INC		United StatesCOM50,7360-50,736$7,878,793$0-$7,878,7932026-08-14
Q2 2026CHD
CHURCH & DWIGHT CO INC		United StatesCOM79,2390-79,239$7,394,583$0-$7,394,5832026-08-14
Q2 2026MNST
MONSTER BEVERAGE CORP NEW		United StatesCOM84,1040-84,104$6,094,176$0-$6,094,1762026-08-14
Q2 2026BURL
BURLINGTON STORES INC		United StatesCOM17,6290-17,629$5,736,124$0-$5,736,1242026-08-14
Q2 2026CHH
CHOICE HOTELS INTL INC		United StatesCOM49,6920-49,692$5,143,122$0-$5,143,1222026-08-14
Q2 2026CHEF
CHEFS WHSE INC		United StatesCOM76,6670-76,667$4,557,853$0-$4,557,8532026-08-14
Q2 2026MDLZ
MONDELEZ INTL INC		United StatesCL A78,3560-78,356$4,516,440$0-$4,516,4402026-08-14
Q2 2026KRUS
KURA SUSHI USA INC		United StatesCL A COM63,4080-63,408$4,425,244$0-$4,425,2442026-08-14
Q2 2026WH
WYNDHAM HOTELS & RESORTS INC		United StatesCOM50,0000-50,000$4,061,500$0-$4,061,5002026-08-14
Q2 2026SBUX
STARBUCKS CORP		United StatesCOM45,0000-45,000$4,031,550$0-$4,031,5502026-08-14
Q2 2026BJ
BJS WHSL CLUB HLDGS INC		United StatesCOM40,2330-40,233$3,959,732$0-$3,959,7322026-08-14
Q2 2026SMG
SCOTTS MIRACLE-GRO CO		United StatesCL A65,0200-65,020$3,953,866$0-$3,953,8662026-08-14
Q2 2026FUN
SIX FLAGS ENTERTAINMENT CORP		United StatesCOM205,5110-205,511$3,647,820$0-$3,647,8202026-08-14
Q2 2026DAR
DARLING INGREDIENTS INC		United StatesCOM58,1200-58,120$3,594,722$0-$3,594,7222026-08-14
Q2 2026PFGC
PERFORMANCE FOOD GROUP CO		United StatesCOM36,0510-36,051$3,088,129$0-$3,088,1292026-08-14
Q2 2026EXPE
EXPEDIA GROUP INC		United StatesCOM NEW13,3720-13,372$3,087,461$0-$3,087,4612026-08-14
Q2 2026MGM
MGM RESORTS INTERNATIONAL		United StatesCOM82,9650-82,965$3,070,535$0-$3,070,5352026-08-14
Q2 2026RSI
RUSH STREET INTERACTIVE INC		United StatesCOM140,8930-140,893$3,064,423$0-$3,064,4232026-08-14
Q2 2026TXRH
TEXAS ROADHOUSE INC		United StatesCOM12,2490-12,249$2,022,800$0-$2,022,8002026-08-14
Q2 2026LINC
LINCOLN EDL SVCS CORP		United StatesCOM42,2510-42,251$1,718,771$0-$1,718,7712026-08-14
Q2 2026SGHC
SUPER GROUP SGHC LIMITED		GuernseyORD SHS136,8250-136,825$1,477,710$0-$1,477,7102026-08-14
Q2 2026UTI
UNIVERSAL TECHNICAL INST INC		United StatesCOM32,5910-32,591$1,176,535$0-$1,176,5352026-08-14
Q2 2026HOG
HARLEY DAVIDSON INC		United StatesCOM51,3610-51,361$1,038,519$0-$1,038,5192026-08-14
Q2 2026NCLH
NORWEGIAN CRUISE LINE HLDGS		United StatesSHS46,8140-46,814$875,422$0-$875,4222026-08-14
Q2 2026BJRI
BJS RESTAURANTS INC		United StatesCOM10,0190-10,019$351,667$0-$351,6672026-08-14
Q1 2026MKC
MCCORMICK & CO INC		United StatesCOM NON VTG152,5830-152,583$10,392,428$0-$10,392,4282026-05-15
Q1 2026WSM
WILLIAMS SONOMA INC		United StatesCOM53,2710-53,271$9,513,668$0-$9,513,6682026-05-15
Q1 2026DKNG
DRAFTKINGS INC NEW		United StatesCOM CL A252,0760-252,076$8,686,539$0-$8,686,5392026-05-15
Q1 2026CLX
CLOROX CO DEL		United StatesCOM77,5620-77,562$7,820,576$0-$7,820,5762026-05-15
Q1 2026FLUT
FLUTTER ENTMT PLC		SHS34,2290-34,229$7,360,604$0-$7,360,6042026-05-15
Q1 2026CHDN
CHURCHILL DOWNS INC		United StatesCOM58,5100-58,510$6,657,268$0-$6,657,2682026-05-15
Q1 2026EL
LAUDER ESTEE COS INC		United StatesCL A55,6430-55,643$5,826,935$0-$5,826,9352026-05-15
Q1 2026KR
KROGER CO		United StatesCOM71,2480-71,248$4,451,575$0-$4,451,5752026-05-15
Q1 2026CART
MAPLEBEAR INC		United StatesCOM88,9880-88,988$4,002,680$0-$4,002,6802026-05-15
Q1 2026CAVA
CAVA GROUP INC		United StatesCOM67,4760-67,476$3,960,166$0-$3,960,1662026-05-15
Q1 2026UNF
UNIFIRST CORP MASS		United StatesCOM15,2630-15,263$2,944,233$0-$2,944,2332026-05-15
Q1 2026MAR
MARRIOTT INTL INC NEW		United StatesCL A7,9260-7,926$2,458,962$0-$2,458,9622026-05-15
Q1 2026BROS
DUTCH BROS INC		United StatesCL A38,6010-38,601$2,363,153$0-$2,363,1532026-05-15
Q1 2026URBN
URBAN OUTFITTERS INC		United StatesCOM19,6300-19,630$1,477,354$0-$1,477,3542026-05-15

Similar Firms

Firm NameCountry13F ValueHoldings
HOGE FINANCIAL SERVICES, LLCUnited States$0.187B72
VIRGINIA WEALTH MANAGEMENT GROUP, INC.United States$0.187B55
BEACON ADVISORS HOLDINGS, LLCUnited States$0.187B37
Whalen Wealth Management Inc.United States$0.187B174
AMANSA CAPITAL PTE. LTD.Singapore$0.187B2
Hurley Capital, LLCUnited States$0.187B673
Carroll Investors, IncUnited States$0.187B31
Oakum Bay Capital LLCUnited States$0.187B88
Pearl Planning LLCUnited States$0.187B52
EQUITEC PROPRIETARY MARKETS, LLCUnited States$0.187B81
Advertisement