Hawk Ridge Capital Management LP

CIK Number: 0001609074

2.12B
Market Value
41
# of Holdings
4 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 GMED Globus Medical,...
57.37
-1.32% 1.68M -23.05% 138.58M 53.15 6.59%
2 CTSH Cognizant Techn...
79.14
-0.72% 1.52M +0.91% 117.11M 62.51 5.57%
3 ALLE Allegion plc
136.80
+0.41% 831.35K +19.49% 108.64M 115.48 5.17%
4 RPD Rapid7, Inc.
23.53
+0.84% 2.69M +1.25% 108.4M 45.26 5.16%
5 TKO TKO Group Holdi...
175.95
+4.76% 719.51K -14.24% 102.25M 111.05 4.86%
6 BATRK Atlanta Braves ...
43.68
+1.96% 2.61M +20.84% 99.92M 36.17 4.75%
7 ENTG Entegris, Inc.
76.24
-0.4% 996.22K +17.86% 98.69M 108.81 4.70%
8 WWD Woodward, Inc.
238.99
+1.02% 560.92K +24.29% 93.35M 139.97 4.44%
9 FMX Fomento Económi...
101.80
-0.77% 1.04M 0.00% 88.81M 126.8 4.23%
10 KAR OPENLANE, Inc.
22.11
-0.85% 4.12M -10.66% 81.65M 15.85 3.88%
11 PRKS United Parks & ...
42.57
+1.65% 1.43M +24.45% 80.23M 51.95 3.82%
12 FUN Six Flags Enter...
30.34
+3.55% 1.5M -12.71% 72.16M 40.31 3.43%
13 MTCH Match Group, In...
30.30
+0.10% 2.02M +100.00% 66.07M 32.71 3.14%
14 CRS Carpenter Techn...
250.97
-0.83% 382.55K -15.48% 64.92M 69.61 3.09%
15 MGRC McGrath RentCor...
114.16
+1.46% 496.14K +13.78% 55.48M 105.82 2.64%
16 BL BlackLine, Inc.
54.96
-0.04% 873.76K -49.93% 53.09M 49.55 2.53%
17 ALGN Align Technolog...
180.01
+2.77% 243.01K +39.37% 50.67M 241.38 2.41%
18 MLM Martin Marietta...
538.79
-0.48% 90.6K +100.00% 46.79M 516.5 2.23%
19 LZ LegalZoom.com, ...
8.55
-0.23% 5.86M -0.52% 44.02M 12.12 2.09%
20 HWM Howmet Aerospac...
170.23
-1.1% 371.94K 0.00% 40.68M 77.3 1.94%
21 TNET TriNet Group, I...
75.12
-1.82% 410.49K +100.00% 37.26M 90.77 1.77%
22 MYRG MYR Group Inc.
167.95
+0.57% 229.34K +100.00% 34.12M 148.77 1.62%
23 XPO XPO Logistics, ...
120.62
+0.69% 250.09K -4.38% 32.8M 104.47 1.56%
24 GEHC GE HealthCare T...
71.89
+1.05% 404.76K +100.00% 31.64M 78.18 1.51%
25 PODD Insulet Corpora...
301.79
-0.85% 116.21K +100.00% 30.34M 261.07 1.44%
26 WSC WillScot Holdin...
25.94
-0.73% 838.61K -58.15% 28.05M 43.67 1.33%
27 EYE National Vision...
23.00
+2.86% 2.13M -43.92% 22.22M 19.92 1.06%
28 CDW CDW Corporation
170.00
-0.47% 117.7K +100.00% 20.48M 174.04 0.97%
29 ACHC Acadia Healthca...
21.52
+3.21% 460.1K +100.00% 18.24M 39.65 0.87%
30 SONO Sonos, Inc.
9.93
-1.39% 1.1M -28.12% 16.6M 12.62 0.79%
31 SIMO Silicon Motion ...
71.49
+4.50% 269.63K -42.47% 14.57M 65.31 0.69%
32 TWST Twist Bioscienc...
35.89
+5.81% 287.5K +100.00% 13.36M 46.47 0.64%
33 PII Polaris Inc.
40.05
0.00% 227.38K +100.00% 13.1M 57.62 0.62%
34 DNB Dun & Bradstree...
9.07
0.00% 1.04M +22.46% 13M 11.43 0.62%
35 ATMU Atmus Filtratio...
35.22
-0.09% 295.19K -54.24% 11.57M 30.24 0.55%
36 FIS Fidelity Nation...
80.44
0.00% 142.08K -44.12% 11.48M 72.75 0.55%
37 CON Concentra Group...
20.88
-1.04% 567.8K +100.00% 11.23M 19.78 0.53%
38 DCI Donaldson Compa...
68.43
+0.13% 166.2K +100.00% 11.19M 67.35 0.53%
39 GNRC Generac Holding...
125.52
+1.22% 40.54K +100.00% 6.29M 155.05 0.30%
40 MODG Topgolf Callawa...
8.36
-0.48% 632.45K -12.86% 4.97M 10.98 0.24%
41 BATRA Atlanta Braves ...
46.32
+1.82% 43.33K 0.00% 1.77M 39.07 0.08%