Long-term investor
Darwins River Capital, LP @darwinsrivercapitallp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002064978).
Record
- Tracked since 2025-12-31 (262 days), 104 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +1.0%
- Max drawdown n/a · win rate 5% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMZN · 9.3% · long · since 2025-12-31
- ASO · 8.0% · long · since 2026-03-31
- GPI · 7.9% · long · since 2026-03-31
- ARMK · 7.8% · long · since 2026-06-30
- ONON · 6.9% · long · since 2026-03-31
- CMG · 4.5% · long · since 2025-12-31
- DLTR · 4.1% · long · since 2026-06-30
- ORLY · 4.0% · long · since 2025-12-31
- 87612E106 · 4.0% · long · since 2026-06-30
- HLN · 3.5% · long · since 2026-06-30
- G25839104 · 3.4% · long · since 2026-06-30
- FLO · 3.3% · long · since 2026-06-30