What Makes Hawkins (HWKN) an Investment Bet?
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Giverny Capital Francois Rochon | 95,259 | $12,002,634 | +1% | 0.41% |
| 2. | De Lisle Partners Richard De Lisle | 82,119 | $10,353,153 | 1.26% | |
| 3. | Royce & Associates Chuck Royce | 77,190 | $9,725,940 | -2% | 0.09% |
| 4. | GAMCO Investors Mario Gabelli | 45,900 | $5,783,400 | +1% | 0.06% |
| 5. | Renaissance Technologies Jim Simons | 36,800 | $4,636,800 | +10% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $119.00 | 1,290 | $153,510.00 | 104,223 | 2026-08-27 | Filing | |
| $118.75 | 910 | $108,065.78 | 28,169 | 2026-08-25 | Filing | |
| $129.95 | 1,500 | $194,925.00 | 52,407 | 2026-02-05 | Filing | |
| $129.29 | 1,500 | $193,935.00 | 50,907 | 2026-02-04 | Filing | |
| $126.34 | 1,587 | $200,505.55 | 39,640 | 2025-11-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $49.77 | 3,448 | $171,606.96 | 21,117 | 2020-08-21 | Filing | |
| $59.12 | 5,266 | $311,325.92 | 24,565 | 2020-08-13 | Filing | |
| $36.94 | 262 | $9,671.80 | 4,273 | 2017-09-11 | Filing | |
| $40.59 | 1,200 | $48,707.76 | 9,300 | 2017-08-11 | Filing | |
| $48.50 | 2,204 | $106,894.00 | 13,972 | 2017-06-08 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,061,032 | $133,690,032 | 0% | |
| 2. | 525,054 | $66,170,147 | 0% | |
| 3. | 516,206 | $65,042,103 | 0.01% | |
| 4. | 494,585 | $62,317,710 | 1.41% | |
| 5. | 335,538 | $42,277,788 | 0.31% |