Atria Investments, Inc HWKN — HAWKINS INC

Ownership history in Atria Investments, Inc  ·  5 quarters on record

AI Ownership Summary

Atria Investments, Inc reported HAWKINS INC (HWKN) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows HWKN at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HWKN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in HAWKINS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

HWKN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HWKN stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held HWKN — position size vs. price
% of Fund (quarterly)    HWKN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 4,341 -410 -8.6% 0.01% $547K 2026-10-15 $131.82
2026 Q2 ADDED — — — 4,751 +125 +2.7% 0.01% $675K 2026-07-28 $142.80
2026 Q1 ADDED — — — 4,626 +3,149 +213.2% 0.01% $711K 2026-05-05 $166.54
2025 Q4 REDUCED 32.1% +8.3% ❌ 1,477 -697 -32.1% 0.00% $210K 2026-02-05 $129.44
2025 Q3 INITIATED — — — 2,174 — — 0.00% $397K 2025-11-06 $126.05

🏢 Other funds also holding HWKN

As of 2026 Q3 — sorted by position size

WASATCH ADVISORS LP 3Y 7Y 0.31% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.13% DDFG, Inc 3Y 0.05% GK Wealth Management LLC 0.04% Trust Co 3Y 7Y 0.03% Annex Advisory Services, LLC 3Y 7Y 0.03% Curated Wealth Partners LLC 3Y 0.02% Farther Finance Advisors, LLC 3Y 0.01% USA FINANCIAL FORMULAS 3Y 7Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.01%

FAQ About Atria Investments, Inc and HWKN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning HWKN?

Atria Investments, Inc reported HWKN across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported HWKN position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for HWKN was 0.01% in 2026 Q1.

What is the latest reported HWKN position on this page?

The most recent filing on this page is 2026 Q3, when Atria Investments, Inc reported 4,341 shares, equal to 0.01% of portfolio, with an estimated market value of $547K.

What does the chart on this HWKN ownership page compare?

The chart compares Atria Investments, Inc's quarterly HWKN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their HWKN position?

Based on 13F filing dates vs. subsequent HWKN price moves, Atria Investments, Inc correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on HWKN relative to SPY over the holding period was +790.0%.

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