Hook Mill Capital Partners’s Wayfair W Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$78.2M Buy
1,039,825
+176,833
+20% +$16M 6.9% 1
2025
Q4
$86.7M Buy
862,992
+180,434
+26% +$17.4M 8.16% 1
2025
Q3
$61M Sell
682,558
-98,926
-13% -$7.25M 5.57% 4
2025
Q2
$40M Buy
+781,484
New +$29.2M 3.93% 11
2025
Q1
Sell
-561,564
Closed -$24.9M 51
2024
Q4
$24.9M Sell
561,564
-112,777
-17% -$5.32M 2.53% 20
2024
Q3
$37.9M Buy
674,341
+96,587
+17% +$4.65M 4.76% 5
2024
Q2
$30.5M Buy
577,754
+346,224
+150% +$20.6M 4.55% 4
2024
Q1
$15.7M Buy
231,530
+94,445
+69% +$5.34M 3.42% 12
2023
Q4
$8.46M Buy
137,085
+104,264
+318% +$5.45M 2.23% 22
2023
Q3
$1.99M Buy
+32,821
New +$2.28M 0.77% 31

Other funds holding W

Hook Mill Capital Partners's W Position: Q1 2026 in Review

Hook Mill Capital Partners increased its Wayfair (W) stake by 20% in Q1 2026, buying an estimated $16M and bringing the position to 1,039,825 shares worth $78.2M. The position accounts for 6.9% of the portfolio, ranked #1.

Hook Mill Capital Partners first reported a position in W in Q3 2023 and has held it in 10 quarters since. The position peaked at $86.7M in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Hook Mill Capital Partners held 1,039,825 shares of Wayfair worth $78.2M as of Q1 2026.
  • Hook Mill Capital Partners bought 176,833 Wayfair shares in Q1 2026, an estimated $16M.
  • Wayfair made up 6.9% of Hook Mill Capital Partners's portfolio in Q1 2026, its #1 holding.
  • Hook Mill Capital Partners first reported a position in Wayfair in Q3 2023 and has held it in 10 quarters since.
  • Hook Mill Capital Partners's Wayfair position peaked at $86.7M in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Hook Mill Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.