The Analysis of HAWK RIDGE CAPITAL MANAGEMENT LP's Holdings
Currently, HAWK RIDGE CAPITAL MANAGEMENT LP holds 36 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in VRSN (+616.1K shares, valued at $149.7M), N/A (+725.9K shares, valued at $71.5M), HPE (+2.8M shares, valued at $66.6M); decreased their positions in MRP (-382.4K shares, valued at $11.4M), XPO (-75.4K shares, valued at $10.2M), N/A (-34.9K shares, valued at $9.6M); initiated new positions in VRSN (+616.1K shares, valued at $149.7M), HPE (+2.8M shares, valued at $66.6M), NCNO (+617.8K shares, valued at $15.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VRSN VERISIGN INC616.1K sharesnew addition2025-12-312026-02-17
CORPAY INC CORPAY INC441.8K shares19.64%2025-12-312026-02-17 FIS FIDELITY NATL INFORMATION SV2.0M shares6.97%2025-12-312026-02-17 WWD WOODWARD INC411.7K shares9.69%2025-12-312026-02-17 MLM MARTIN MARIETTA MATLS INC194.5K shares7.45%2025-12-312026-02-17 ALLE ALLEGION PLC604.0K shares15.31%2025-12-312026-02-17 ENTG ENTEGRIS INC1.1M shares4.55%2025-12-312026-02-17 KAR OPENLANE INC2.9M shares19.94%2025-12-312026-02-17 BL BLACKLINE INC1.5M shares-9.06%2025-12-312026-02-17 VVV VALVOLINE INC2.7M shares142.02%2025-12-312026-02-17 TKO TKO GROUP HOLDINGS INC355.0K shares79.31%2025-12-312026-02-17 SIMO SILICON MOTION TECHNOLOGY CO787.7K shares111.34%2025-12-312026-02-17 WEX WEX INC454.3K shares1.82%2025-12-312026-02-17 HPE HEWLETT PACKARD ENTERPRISE C2.8M sharesnew addition2025-12-312026-02-17 AAOI APPLIED OPTOELECTRONICS INC1.7M shares106.17%2025-12-312026-02-17 WDC WESTERN DIGITAL CORP325.7K shares103.94%2025-12-312026-02-17 MGRC MCGRATH RENTCORP487.2K shares3.59%2025-12-312026-02-17 CR CRANE COMPANY247.4K shares572.28%2025-12-312026-02-17 CRS CARPENTER TECHNOLOGY CORP117.7K shares-19.11%2025-12-312026-02-17 ACHC ACADIA HEALTHCARE COMPANY IN2.4M shares-15.20%2025-12-312026-02-17 XPO XPO INC194.0K shares-27.99%2025-12-312026-02-17 MYRG MYR GROUP INC DEL111.2K shares22.96%2025-12-312026-02-17 ATI ATI INC209.5K shares-23.71%2025-12-312026-02-17 RHI ROBERT HALF INC.762.4K shares2679.95%2025-12-312026-02-17 MRP MILLROSE PPTYS INC658.0K shares-36.75%2025-12-312026-02-17 LBRT LIBERTY ENERGY INC893.8K shares206.43%2025-12-312026-02-17 NCNO NCINO INC617.8K sharesnew addition2025-12-312026-02-17 APPN APPIAN CORP262.3K shares0.00%2025-12-312026-02-17 LZ LEGALZOOM COM INC494.8K shares0.00%2025-12-312026-02-17 AIR AAR CORP19.9K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available