13FPulse
HW

HWKN HAWKINS INC

2026Q2 · CUSIP 420261109 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
331
Institutions that reported holding it to the SEC
Net increase in holders
+19
Last quarter 312 → now 331
How unusual is that
Top 20%
Stronger buying than 82% of US stocks
What the filings say, in one paragraph

331 funds held HWKN at the end of 2026Q2, up 19 from the quarter before. That is stronger buying than 82.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.1B(YoY +9.3%), the P/E is 32.7x, return on equity is 14.7%. HWKN has had 8 buying rushes in its history, and the price moved +8.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=80 2013Q4: holders=87 2014Q1: holders=85 2014Q2: holders=91 2014Q3: holders=99 2014Q4: holders=97 2015Q1: holders=101 2015Q2: holders=98 2015Q3: holders=92 2015Q4: holders=98 2016Q1: holders=87 2016Q2: holders=95 2016Q3: holders=100 2016Q4: holders=113 2017Q1: holders=108 2017Q2: holders=114 2017Q3: holders=103 2017Q4: holders=107 2018Q1: holders=110 2018Q2: holders=115 2018Q3: holders=117 2018Q4: holders=122 2019Q1: holders=119 2019Q2: holders=125 2019Q3: holders=125 2019Q4: holders=120 2020Q1: holders=121 2020Q2: holders=135 2020Q3: holders=136 2020Q4: holders=137 2021Q1: holders=142 2021Q2: holders=136 2021Q3: holders=143 2021Q4: holders=145 2022Q1: holders=158 2022Q2: holders=145 2022Q3: holders=151 2022Q4: holders=149 2023Q1: holders=154 2023Q2: holders=163 2023Q3: holders=199 2023Q4: holders=214 2024Q1: holders=219 2024Q2: holders=234 2024Q3: holders=264 2024Q4: holders=276 2025Q1: holders=258 2025Q2: holders=297 2025Q3: holders=318 2025Q4: holders=300 2026Q1: holders=312 2026Q2: holders=331 -39 -19.5 +0 +19.5 +39 72210348 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q3 Top 20% +14.7% +22.7%
2025Q2 Top 10% -27.0% -16.3%
2024Q3 Top 10% -15.8% +2.2%
2024Q2 Top 20% +5.2% -6.1%
2023Q3 Top 5% +10.8% +40.7%
2022Q1 Top 20% +17.9% +11.0%
2014Q3 Top 20% -3.1% +4.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
153
Change in large funds
+5
Total value they hold
$2.3B
Funds buying for the first time
55
Funds that sold out entirely
36
Price change that quarter
-18.7%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
2

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
32.7
EPS (TTM)
$3.86
EPS YoY
-4.7%
Revenue (TTM)
$1.1B
Revenue YoY
+9.3%
Net margin
7.3%
ROE
14.7%
Debt ratio
45.5%
FCF (TTM)
$92M
Dividend (TTM)
$0.76
Quarterly Revenue & EPS
2022-10-02: EPS 0.86 2023-01-01: EPS 0.51 2023-04-02: EPS 0.55 2023-07-02: EPS 1.12 2023-10-01: EPS 1.10 2023-12-31: EPS 0.71 2024-03-31: EPS 0.66 2024-06-30: EPS 1.38 2024-09-29: EPS 1.16 2024-12-29: EPS 0.72 2025-03-30: EPS 0.77 2025-06-29: EPS 1.40 2025-09-28: EPS 1.08 2025-12-28: EPS 0.69 2026-03-29: EPS 0.74 2026-06-28: EPS 1.35 0M 158M 316M $M 0.00 0.77 1.54 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 30 17 30 44 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-21M14M49M 20162017201820192020202120222023202420252026
Latest quarter $18M (2026-03-29)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-28 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.