Hook Mill Capital Partners, LP FIVE — FIVE BELOW INC

Ownership history in Hook Mill Capital Partners, LP  ·  10 quarters on record

AI Ownership Summary

Hook Mill Capital Partners, LP reported FIVE BELOW INC (FIVE) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 7.64% in 2025 Q4. The latest visible filing shows FIVE at 6.03% 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 FIVE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hook Mill Capital Partners, LP's position in FIVE BELOW 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 Q1

FIVE was reported at 6.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.64% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

FIVE stock page Hook Mill Capital Partners, LP fund profile Hook Mill Capital Partners, LP full holdings
How Hook Mill Capital Partners, LP held FIVE — position size vs. price
% of Fund (quarterly)    FIVE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 299,317 -131,667 -30.6% 6.03% $68.4M 2026-05-15 $213.64
2025 Q4 REDUCED 18.1% +21.3% ❌ 430,984 -95,345 -18.1% 7.64% $81.2M 2026-02-17 $212.48
2025 Q3 ADDED — — — 526,329 +72,686 +16.0% 7.44% $81.4M 2025-11-14 $147.05
2025 Q2 ADDED — — — 453,643 +428,643 +1714.6% 5.85% $59.5M 2025-08-14 $134.36
2025 Q1 REDUCED 50.0% +75.1% ❌ 25,000 -25,000 -50.0% 0.24% $1.9M 2025-05-15 $105.61
2025 Q1 REDUCED 80.0% +75.1% ❌ 50,000 -200,285 -80.0% 0.48% $3.7M 2025-05-15 $105.61
2025 Q1 REDUCED 39.0% +75.1% ❌ 250,285 -160,192 -39.0% 2.39% $18.8M 2025-05-15 $105.61
2024 Q4 ADDED — — — 410,477 +70,849 +20.9% 4.39% $43.1M 2025-02-14 $88.72
2024 Q3 ADDED — — — 339,628 +296,805 +693.1% 3.77% $30.0M 2024-11-14 $88.05
2024 Q1 INITIATED — — — 42,823 — — 1.69% $7.8M 2024-05-15 $140.67

🏢 Other funds also holding FIVE

As of 2026 Q1 — sorted by position size

Pacifica Capital Investments, LLC 3Y 7Y 16.75% Panoramic Capital, LLC 6.3% Tabor Asset Management, LP 3Y 5.28% SEMPER AUGUSTUS INVESTMENTS GROUP LLC 3Y 7Y 5.26% Lotus Technology Management, LP 5.19% Giverny Capital Inc. 3Y 7Y 5.16% RIVERBRIDGE PARTNERS LLC 3Y 7Y 3.2% Western Standard LLC 3Y 7Y 2.79% Beck Bode, LLC 3Y 2.77% Bullseye Asset Management LLC 3Y 2.73%

FAQ About Hook Mill Capital Partners, LP and FIVE

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

How long has Hook Mill Capital Partners, LP reported owning FIVE?

Hook Mill Capital Partners, LP reported FIVE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported FIVE position in Hook Mill Capital Partners, LP's portfolio?

The largest reported portfolio weight for FIVE was 7.64% in 2025 Q4.

What is the latest reported FIVE position on this page?

The most recent filing on this page is 2026 Q1, when Hook Mill Capital Partners, LP reported 299,317 shares, equal to 6.03% of portfolio, with an estimated market value of $68.4M.

What does the chart on this FIVE ownership page compare?

The chart compares Hook Mill Capital Partners, LP's quarterly FIVE 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 Hook Mill Capital Partners, LP time their FIVE position?

Based on 13F filing dates vs. subsequent FIVE price moves, Hook Mill Capital Partners, LP correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on FIVE relative to SPY over the holding period was +3.1%.

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