Hawkeye Capital Management 13F annual report

Hawkeye Capital Management is an investment fund managing more than $53.1 billion ran by Lee Ehly. There are currently 7 companies in Mr. Ehly’s portfolio. The largest investments include Custom Truck One Source Inc and Sportsmans Whse Hldgs Inc, together worth $29 billion.

$53.1 billion Assets Under Management (AUM)

As of 7th August 2023, Hawkeye Capital Management’s top holding is 2,900,000 shares of Custom Truck One Source Inc currently worth over $19.5 billion and making up 36.8% of the portfolio value.Relative to the number of outstanding shares of Custom Truck One Source Inc, Hawkeye Capital Management owns less than approximately 0.1% of the company.In addition, the fund holds 1,664,007 shares of Sportsmans Whse Hldgs Inc worth $9.48 billion. The third-largest holding is TEGNA Inc worth $8.91 billion and the next is Turtle Beach Corp worth $8.7 billion, with 746,366 shares owned.

Currently, Hawkeye Capital Management's portfolio is worth at least $53.1 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Hawkeye Capital Management

The Hawkeye Capital Management office and employees reside in Miami Beach, Florida. According to the last 13-F report filed with the SEC, Lee Ehly serves as the Chief FInancial Officer at Hawkeye Capital Management.

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