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Darwins River Capital, LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
Holdings
23
New Purchases
0
Added To
0
Closed
23
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $0 0%
Large Cap 12 $0 0%
Mid Cap 9 $0 0%
Small Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$148.7B
Median Market Cap
$12.5B
Avg P/E
44.9
Median P/E
30.3
Avg Dividend Yield
0.01%
Avg Beta
1.17
# Stocks
23
# ETFs / Funds
0

Top Holdings (23 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 EL —% -$6M -55,643 -100.0% SOLD
2 BROS —% -$2M -38,601 -100.0% SOLD
3 CMG —% -$11M -291,005 -100.0% SOLD
4 WSM —% -$10M -53,271 -100.0% SOLD
5 CAVA —% -$4M -67,476 -100.0% SOLD
6 UNF —% -$3M -15,263 -100.0% SOLD
7 CCL —% -$3M -94,399 -100.0% SOLD
8 CLX —% -$8M -77,562 -100.0% SOLD
9 CHD —% -$9M -105,128 -100.0% SOLD
10 SGHC —% -$1M -85,034 -100.0% SOLD
11 MKC —% -$10M -152,583 -100.0% SOLD
12 RSI —% -$5M -250,627 -100.0% SOLD
13 KR —% -$4M -71,248 -100.0% SOLD
14 CHDN —% -$7M -58,510 -100.0% SOLD
15 CHEF —% -$3M -40,867 -100.0% SOLD
16 CART —% -$4M -88,988 -100.0% SOLD
17 BJRI —% -$2M -62,689 -100.0% SOLD
18 AMZN —% -$19M -81,854 -100.0% SOLD
19 MAR —% -$2M -7,926 -100.0% SOLD
20 DKNG —% -$9M -252,076 -100.0% SOLD
21 MNST —% -$11M -141,026 -100.0% SOLD
22 ORLY —% -$8M -86,919 -100.0% SOLD
23 URBN —% -$1M -19,630 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
RSI —%
BROS —%
CMG —%
WSM —%
CAVA —%
UNF —%
CCL —%
CLX —%
CHD —%
SGHC —%
MKC —%
KR —%
EL —%
CHDN —%
CHEF —%
View SEC EDGAR Filings for Darwins River Capital, LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms