account_balance

Investment manager · 13F filer · SEC CIK 2064978

Darwins River Capital, LP

Reported value$182Mas of Jun 30, 2026
Positions26 17 new, 29 sold out
Top 10 weight59.8%AMZN alone is 9%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AMZN Amazon.com Inc 9.3% Trimmed −21%ASO Academy Sports & Outdoors, Inc. 8.0% Added +313%GPI Group 1 Automotive Inc 7.9% Added +367%ARMK Aramark 7.8% NewONON On Holding AG 6.9% Added +45%CMG Chipotle Mexican Grill Inc 4.5% Trimmed −5%DLTR Dollar Tree, Inc. 4.1% NewORLY O'Reilly Automotive Inc 4.0% Added +47%TGT Target Corp 4.0% NewHLN Haleon PLC 3.5% NewCCEP Coca-cola Europacific Partners PLC 3.4% NewFLO Flowers Foods Inc 3.3% New

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist