13F-HR filed by Darwins River Capital, LP
Darwins River Capital, LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 38 holding rows worth $186,837,902.
- Accession
- 0001214659-26-006451
- Filer
- CIK 2064978
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 38 entries on the cover page, a total value of $186,837,902 stated on the cover page (in dollars after the unit check, H1), rows summing to $186,837,902 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 | 89,767 | $18,695,773 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 98,147 | $12,197,709 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 218,579 | $9,901,629 | dollars as filed | |
| BRP INC COM SUN VTG | 05577W200 | Stock | 118,043 | $8,476,668 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 245,549 | $8,353,577 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 1,962 | $8,260,648 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 253,807 | $8,124,362 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 50,736 | $7,878,793 | dollars as filed | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 79,239 | $7,394,583 | dollars as filed | |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 280,786 | $7,266,742 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 84,104 | $6,094,176 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 17,629 | $5,736,124 | dollars as filed | |
| CHOICE HOTELS INTL INC | 169905106 | COM | 49,692 | $5,143,122 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 54,460 | $5,027,203 | dollars as filed | |
| CHEFS WHSE INC | 163086101 | COM | 76,667 | $4,557,853 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 78,356 | $4,516,440 | dollars as filed | |
| KURA SUSHI USA INC | 501270102 | CL A COM | 63,408 | $4,425,244 | dollars as filed | |
| ACADEMY SPORTS & OUTDOORS INC COM | 00402L107 | Stock | 74,471 | $4,203,888 | dollars as filed | |
| WYNDHAM HOTELS & RESORTS INC | 98311A105 | COM | 50,000 | $4,061,500 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 45,000 | $4,031,550 | dollars as filed | |
| BJS WHSL CLUB HLDGS INC COM | 05550J101 | Stock | 40,233 | $3,959,732 | dollars as filed | |
| SCOTTS MIRACLE-GRO CO | 810186106 | CL A | 65,020 | $3,953,866 | dollars as filed | |
| SIX FLAGS ENTERTAINMENT CORP COM | 83001C108 | Stock | 205,511 | $3,647,820 | dollars as filed | |
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 58,120 | $3,594,722 | dollars as filed | |
| GROUP 1 AUTOMOTIVE INC COM | 398905109 | Stock | 10,543 | $3,485,832 | dollars as filed | |
| PERFORMANCE FOOD GROUP CO COM | 71377A103 | Stock | 36,051 | $3,088,129 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 13,372 | $3,087,461 | dollars as filed | |
| MGM RESORTS INTERNATIONAL | 552953101 | COM | 82,965 | $3,070,535 | dollars as filed | |
| RUSH STREET INTERACTIVE INC | 782011100 | COM | 140,893 | $3,064,423 | dollars as filed | |
| TEXAS ROADHOUSE INC COM | 882681109 | Stock | 12,249 | $2,022,800 | dollars as filed | |
| SIGNET JEWELERS LTD SHS | G81276100 | Stock | 22,331 | $1,890,096 | dollars as filed | |
| LINCOLN EDL SVCS CORP | 533535100 | COM | 42,251 | $1,718,771 | dollars as filed | |
| SUPER GROUP SGHC LIMITED | G8588X103 | ORD SHS | 136,825 | $1,477,710 | dollars as filed | |
| UNIVERSAL TECHNICAL INST INC | 913915104 | COM | 32,591 | $1,176,535 | dollars as filed | |
| HARLEY DAVIDSON INC COM | 412822108 | Stock | 51,361 | $1,038,519 | dollars as filed | |
| CROCS INC COM | 227046109 | Stock | 11,880 | $986,278 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 46,814 | $875,422 | dollars as filed | |
| BJS RESTAURANTS INC | 09180C106 | COM | 10,019 | $351,667 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-26-006451 | this filing | 2026-05-15 | acceptance time not in the bulk data set |