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. | De Lisle Partners Richard De Lisle | 82,119 | $12,639,756 | 1.51% | |
| 2. | Royce & Associates Chuck Royce | 78,682 | $12,085,555 | -1% | 0.12% |
| 3. | Montanaro Asset Management Charles Montanaro | 59,800 | $9,185,280 | -10% | 2.75% |
| 4. | GAMCO Investors Mario Gabelli | 45,600 | $7,004,160 | -1% | 0.07% |
| 5. | Millennium Management Israel Englander | 29,725 | $4,565,760 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $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 | |
| $90.70 | 100 | $9,070.00 | 47,817 | 2024-06-12 | Filing | |
| $89.90 | 1,700 | $152,829.49 | 47,717 | 2024-06-12 | 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. | 3,108,501 | $477,465,699 | 0.01% | |
| 2. | 1,526,055 | $234,402,049 | 0.69% | |
| 3. | 1,043,806 | $160,328,602 | 0.01% | |
| 4. | 851,642 | $130,812,211 | 0% | |
| 5. | 524,680 | $80,590,848 | 0% |