JUSTINE LEUNG
Hawk Ridge Capital Management Lp
Assets Managed
$2.751B
Holdings
48
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
27.04%(2Q avg: 15.14%)
Sustained Growth
2 quarters
Portfolio positions
This chart displays the top 10 holdings in Hawk Ridge Capital Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 48 positions.
Assets under management
The assets under management (AUM) of Hawk Ridge Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.751B in assets, with a quarterly growth rate of 27.04% and a 2-quarter average growth rate of 15.14%. The portfolio is managed by JUSTINE LEUNG, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VRSN Verisign Inc
| 8.26% | $227.252M 915,012 shares@ $248.36 avg price | Increased 48.52% |
FWONK Liberty Media Corp-lib-new-c
| 5.72% | $157.258M 1.85M shares@ $85.02 avg price | Increased 38.94% |
CPAY Corpay Inc
| 5.63% | $154.859M 532,180 shares@ $290.99 avg price | Increased 20.46% |
KAR Openlane Inc
| 5.27% | $144.792M 4.967M shares@ $29.16 avg price | Increased 72.48% |
SIMO Silicon Motion Technol-adr
| 4.79% | $131.752M 1.173M shares@ $112.29 avg price | Increased 48.95% |
WWD Woodward Inc
| 4.46% | $122.452M 342,121 shares@ $357.92 avg price | Decreased -16.9% |
FIS Fidelity National Info Serv
| 4.43% | $121.871M 2.598M shares@ $46.92 avg price | Increased 32.71% |
ALLE Allegion Plc
| 4.24% | $116.64M 802,807 shares@ $145.29 avg price | Increased 32.92% |
VVV Valvoline Inc
| 3.86% | $106.018M 3.148M shares@ $33.69 avg price | Increased 14.96% |
HPE Hewlett Packard Enterprise
| 3.68% | $101.166M 4.249M shares@ $23.81 avg price | Increased 53.22% |
1-10 of 48