account_balance
Investment manager · 13F filer · SEC CIK 1609074
Hawk Ridge Capital Management LP
Reported value$3.12Bas of Jun 30, 2026
Positions44 14 new, 18 sold out
Top 10 weight60.2%SIMO alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
The top 10 stocks are 60.2% of this fund. 34 other stocks make up the rest.
SIMO Silicon Motion Technology Co 10.9% Trimmed −13%RBA Rb Global Inc 7.3% Added +392%OPLN Openlane Inc 6.6% HeldVRSN Verisign Inc 6.4% Trimmed −13%CPAY Corpay Inc 5.9% Added +4%STX Seagate Technology Hldngs Pl 4.9% Trimmed −8%KMX Carmax Inc 4.8% NewALLE Allegion PLC 4.6% Added +27%WWD Woodward Inc 4.4% Trimmed −5%MLM Martin Marietta Matls Inc 4.4% Added +49%
34 other stocks39.8%
Bar length compares each stock with the biggest holding. Tags compare share counts with the Mar 31, 2026 filing. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed