Hawk Ridge Capital Management Lp Top Holdings and 13F Report (2026)

About Hawk Ridge Capital Management Lp

Investment Activity

Hawk Ridge Capital Management Lp has $2.75 billion in total holdings as of March 31, 2026.
Hawk Ridge Capital Management Lp owns shares of 48 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 33.01% of the portfolio was purchased this quarter.
About 14.13% of the portfolio was sold this quarter.
This quarter, Hawk Ridge Capital Management Lp has purchased 36 new stocks and bought additional shares in 17 stocks.
Hawk Ridge Capital Management Lp sold shares of 14 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

VeriSign: $227,252,380
Liberty Media Corporation - Liberty Formula One Series C: $157,258,093
CORPAY INC: $154,859,058
OPENLANE: $144,792,248
Silicon Motion Technology: $131,751,541

Largest New Holdings this Quarter

98139A105 - Workiva: $65,091,035 Holding
86800U302 - SUPER MICRO COMPUTER INC: $52,933,419 Holding
81282V100 - UNITED PARKS & RESORTS INC: $51,094,023 Holding
296315104 - ESCO Technologies: $47,438,982 Holding
379577208 - Globus Medical: $43,078,277 Holding

Largest Purchases this Quarter

VeriSign: 298,895 shares (about $74.23M)
Workiva: 1,091,582 shares (about $65.09M)
OPENLANE: 2,087,200 shares (about $60.84M)
nCino: 3,864,010 shares (about $57.88M)
SUPER MICRO COMPUTER INC: 2,324,700 shares (about $52.93M)

Largest Sales this Quarter

WEX: 290,800 shares (about $44.50M)
Acadia Healthcare: 1,543,064 shares (about $36.09M)
Western Digital: 116,300 shares (about $31.46M)
Woodward: 69,600 shares (about $24.91M)
XPO: 103,600 shares (about $20.16M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VRSN VeriSign	$227,252,380	$74,233,562 â–²	48.5%	915,012	8.3%	Computer and Technology
FWONK Liberty Media Corporation - Liberty Formula One Series C	$157,258,093	$44,065,866 â–²	38.9%	1,849,660	5.7%	Consumer Discretionary
CORPAY INC	$154,859,058	$26,293,856 â–²	20.5%	532,180	5.6%	COM SHS
KAR OPENLANE	$144,792,248	$60,841,880 â–²	72.5%	4,967,144	5.3%	Auto/Tires/Trucks
SIMO Silicon Motion Technology	$131,751,541	$43,295,431 â–²	48.9%	1,173,315	4.8%	Computer and Technology
WWD Woodward	$122,451,948	$24,911,232 â–¼	-16.9%	342,121	4.5%	Aerospace
FIS Fidelity National Information Services	$121,871,242	$30,031,782 â–²	32.7%	2,597,980	4.4%	Business Services
ALLE Allegion	$116,639,829	$28,883,652 â–²	32.9%	802,807	4.2%	Industrials
VVV Valvoline	$106,018,241	$13,794,149 â–²	15.0%	3,147,810	3.9%	Retail/Wholesale
HPE Hewlett Packard Enterprise	$101,166,309	$35,136,417 â–²	53.2%	4,248,900	3.7%	Computer and Technology
BATRK Atlanta Braves	$95,549,790	$18,093,228 â–¼	-15.9%	2,237,700	3.5%	Consumer Discretionary
MLM Martin Marietta Materials	$94,503,744	$19,968,026 â–¼	-17.4%	160,535	3.4%	Construction
TKO GROUP HOLDINGS INC	$83,410,708	$11,817,497 â–²	16.5%	413,641	3.0%	CL A
BL BlackLine	$69,960,451	$14,548,104 â–²	26.3%	1,890,823	2.5%	Computer and Technology
STX Seagate Technology	$67,892,008	$10,814,143 â–¼	-13.7%	173,300	2.5%	Computer and Technology
NCNO nCino	$67,137,514	$57,882,870 â–²	625.4%	4,481,810	2.4%	Computer and Technology
WK Workiva	$65,091,035	$65,091,035 â–²	New Holding	1,091,582	2.4%	Computer and Technology
WDC Western Digital	$56,640,606	$31,457,987 â–¼	-35.7%	209,400	2.1%	Computer and Technology
MGRC McGrath RentCorp	$53,692,685	$40,362 â–¼	-0.1%	486,876	2.0%	Finance
SUPER MICRO COMPUTER INC	$52,933,419	$52,933,419 â–²	New Holding	2,324,700	1.9%	COM NEW
UNITED PARKS & RESORTS INC	$51,094,023	$51,094,023 â–²	New Holding	1,564,422	1.9%	COM
ESE ESCO Technologies	$47,438,982	$47,438,982 â–²	New Holding	168,600	1.7%	Industrials
RHI Robert Half	$45,349,160	$25,984,200 â–²	134.2%	1,785,400	1.6%	Business Services
GMED Globus Medical	$43,078,277	$43,078,277 â–²	New Holding	499,980	1.6%	Medical
CRS Carpenter Technology	$42,982,846	$3,389,690 â–¼	-7.3%	109,052	1.6%	Basic Materials
NSP Insperity	$39,607,678	$39,607,678 â–²	New Holding	1,464,781	1.4%	Business Services
RBA RB Global	$38,023,695	$38,023,695 â–²	New Holding	396,700	1.4%	Business Services
MYRG MYR Group	$36,686,072	$5,292,935 â–²	16.9%	129,945	1.3%	Utilities
CR Crane	$35,182,224	$7,123,176 â–¼	-16.8%	205,744	1.3%	Industrials
FWONA Liberty Media Corporation - Liberty Formula One Series A	$34,472,320	$11,063,936 â–²	47.3%	441,500	1.3%	Consumer Discretionary
ATI ATI	$26,997,376	$3,476,494 â–¼	-11.4%	185,600	1.0%	Basic Materials
WEX WEX	$25,017,602	$44,504,032 â–¼	-64.0%	163,471	0.9%	Business Services
SIX FLAGS ENTERTAINMENT CORP	$24,292,260	$3,036,528 â–¼	-11.1%	1,368,578	0.9%	COM
LBRT Liberty Energy	$22,094,842	$3,646,080 â–¼	-14.2%	767,182	0.8%	Energy
ACHC Acadia Healthcare	$19,554,812	$36,092,267 â–¼	-64.9%	836,033	0.7%	Medical
MILLROSE PPTYS INC	$18,735,052	$310,800 â–²	1.7%	669,109	0.7%	COM CL A
KGS Kodiak Gas Services	$17,717,616	$17,717,616 â–²	New Holding	303,800	0.6%	Energy
XPO XPO	$17,584,985	$20,155,380 â–¼	-53.4%	90,388	0.6%	Transportation
COMM CommScope	$17,238,931	$17,238,931 â–²	New Holding	947,194	0.6%	Computer and Technology
AMBA Ambarella	$14,212,248	$14,212,248 â–²	New Holding	276,100	0.5%	Computer and Technology
AROC Archrock	$9,637,651	$9,637,651 â–²	New Holding	276,944	0.4%	Energy
SUPER MICRO COMPUTER INC	$7,998,600	$7,998,600 â–²	New Holding	10,000,000	0.3%	NOTE 3.500% 3/0
TOST Toast	$6,831,627	$6,831,627 â–²	New Holding	257,700	0.2%	Computer and Technology
VRRM Verra Mobility	$6,390,145	$6,390,145 â–²	New Holding	447,176	0.2%	Computer and Technology
LZ LegalZoom.com	$4,172,717	$1,367,037 â–²	48.7%	735,929	0.2%	Industrials
EVERUS CONSTR GROUP	$3,305,680	$3,305,680 â–²	New Holding	28,000	0.1%	COM
SHARONAI HOLDINGS INC	$2,776,583	$2,776,583 â–²	New Holding	122,155	0.1%	COM CL A
BATRA Atlanta Braves	$2,043,057		0.0%	43,331	0.1%	Consumer Discretionary
ENTG Entegris	$0	$91,733,422 â–¼	-100.0%	0	0.0%	Computer and Technology
AAOI Applied Optoelectronics	$0	$59,293,374 â–¼	-100.0%	0	0.0%	Computer and Technology
APPN Appian	$0	$9,290,666 â–¼	-100.0%	0	0.0%	Computer and Technology
AIR AAR	$0	$1,647,521 â–¼	-100.0%	0	0.0%	Aerospace

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Hawk Ridge Capital Management Lp Top Holdings and 13F Report (2026)

About Hawk Ridge Capital Management Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Hawk Ridge Capital Management Lp Top Holdings and 13F Report (2026)

About Hawk Ridge Capital Management Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHawk Ridge Capital Management Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools