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Darwins River Capital, LP

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    38

  • Value ($000)

    $186,838

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0002064978
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMZN

AMAZON COM INC

COM
023135106
$18.7M
10 %

89,767

W
WMT

WALMART INC

COM
931142103
$12.2M
7 %

98,147

---

TRACTOR SUPPLY CO

COM
892356106
$9.9M
5 %

218,579

D
DOO

BRP INC

COM SUN VTG
05577W200
$8.48M
5 %

118,043

---

ON HLDG AG

NAMEN AKT A
H5919C104
$8.35M
5 %

245,549

B
BKNG

BOOKING HOLDINGS INC

COM
09857L108
$8.26M
4 %

1,962

C
CMG

CHIPOTLE MEXICAN GRILL INC

COM
169656105
$8.12M
4 %

253,807

P
PEP

PEPSICO INC

COM
713448108
$7.88M
4 %

50,736

C
CHD

CHURCH & DWIGHT CO INC

COM
171340102
$7.39M
4 %

79,239

C
CCL

CARNIVAL CORP

COMMON STOCK
143658300
$7.27M
4 %

280,786

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