13F-HR filed by Darwins River Capital, LP
Darwins River Capital, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 24 holding rows worth $148,918,165.
- Accession
- 0001214659-26-001963
- Filer
- CIK 2064978
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 24 entries on the cover page, a total value of $148,918,165 stated on the cover page (in dollars after the unit check, H1), rows summing to $148,918,165 with VALUE read as dollars as filed, 13F file number 028-26539. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 81,854 | $18,893,540 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 141,026 | $10,812,463 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 291,005 | $10,767,185 | dollars as filed | |
| MCCORMICK & CO INC COM NON VTG | 579780206 | Stock | 152,583 | $10,392,428 | dollars as filed | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 53,271 | $9,513,668 | dollars as filed | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 105,128 | $8,814,983 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 252,076 | $8,686,539 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 86,919 | $7,927,882 | dollars as filed | |
| CLOROX CO DEL | 189054109 | COM | 77,562 | $7,820,576 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 34,229 | $7,360,604 | dollars as filed | |
| CHURCHILL DOWNS INC | 171484108 | COM | 58,510 | $6,657,268 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 55,643 | $5,826,935 | dollars as filed | |
| RUSH STREET INTERACTIVE INC | 782011100 | COM | 250,627 | $4,869,683 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 71,248 | $4,451,575 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 88,988 | $4,002,680 | dollars as filed | |
| CAVAGROUPINC | 148929102 | STOK | 67,476 | $3,960,166 | dollars as filed | |
| UNIFIRST CORP MASS | 904708104 | COM | 15,263 | $2,944,233 | dollars as filed | |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 94,399 | $2,882,945 | dollars as filed | |
| CHEFS WHSE INC | 163086101 | COM | 40,867 | $2,547,240 | dollars as filed | |
| BJS RESTAURANTS INC | 09180C106 | COM | 62,689 | $2,469,947 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 7,926 | $2,458,962 | dollars as filed | |
| DUTCH BROS INC | 26701L100 | CL A | 38,601 | $2,363,153 | dollars as filed | |
| URBAN OUTFITTERS INC | 917047102 | COM | 19,630 | $1,477,354 | dollars as filed | |
| SUPER GROUP SGHC LIMITED | G8588X103 | ORD SHS | 85,034 | $1,016,156 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-26-001963 | this filing | 2026-02-17 | acceptance time not in the bulk data set |