account_balance
Investment manager · 13F filer · SEC CIK 1609074
Hawk Ridge Capital Management LP
Reported value$3.12Bas of Jun 30, 2026
Positions44 14 new, 18 sold out
Top 10 weight60.2%SIMO alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SIMOSilicon Motion Technology Co
10.9%Trimmed −13%
RBARb Global Inc
7.3%Added +392%
OPLNOpenlane Inc
6.6%
VRSNVerisign Inc
6.4%Trimmed −13%
CPAYCorpay Inc
5.9%Added +4%
STXSeagate Technology Hldngs Pl
4.9%Trimmed −8%
KMXCarmax Inc
4.8%New
ALLEAllegion PLC
4.6%Added +27%
WWDWoodward Inc
4.4%Trimmed −5%
MLMMartin Marietta Matls Inc
4.4%Added +49%
VVVValvoline Inc
3.7%Trimmed −7%
ESEEsco Technologies Inc
3.4%Added +79%
SIMOSilicon Motion Technology Co
10.9%Trimmed −13%
RBARb Global Inc
7.3%Added +392%
OPLNOpenlane Inc
6.6%
VRSNVerisign Inc
6.4%Trimmed −13%
CPAYCorpay Inc
5.9%Added +4%
STX4.9%KMX4.8%ALLE4.6%WWD4.4%MLM4.4%VVV3.7%ESE3.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SIMO Silicon Motion Technology Co 10.9% Trimmed −13%RBA Rb Global Inc 7.3% Added +392%OPLN Openlane Inc 6.6% HeldVRSN Verisign Inc 6.4% Trimmed −13%CPAY Corpay Inc 5.9% Added +4%STX Seagate Technology Hldngs Pl 4.9% Trimmed −8%KMX Carmax Inc 4.8% NewALLE Allegion PLC 4.6% Added +27%WWD Woodward Inc 4.4% Trimmed −5%MLM Martin Marietta Matls Inc 4.4% Added +49%VVV Valvoline Inc 3.7% Trimmed −7%ESE Esco Technologies Inc 3.4% Added +79%
What changed