0000902664-20-003067.txt : 20200814 0000902664-20-003067.hdr.sgml : 20200814 20200814161237 ACCESSION NUMBER: 0000902664-20-003067 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Castle Hook Partners LP CENTRAL INDEX KEY: 0001687241 IRS NUMBER: 384003852 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17844 FILM NUMBER: 201105200 BUSINESS ADDRESS: STREET 1: 250 WEST 55TH STREET STREET 2: 32ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 2126984719 MAIL ADDRESS: STREET 1: 250 WEST 55TH STREET STREET 2: 32ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001687241 XXXXXXXX 06-30-2020 06-30-2020 false Castle Hook Partners LP
250 West 55th Street 32nd Floor New York NY 10019
13F HOLDINGS REPORT 028-17844 N
Sean Rhatigan CFO / COO / CCO 212-698-4719 /s/ Sean Rhatigan New York NY 08-14-2020 0 39 1280337
INFORMATION TABLE 2 infotable.xml ALBERTSONS COS Inc Common Stock 013091103 7885 500000 SH SOLE 500000 0 0 ALPHABET Inc CAP STK CL C 02079K107 54264 38387 SH SOLE 38387 0 0 AMAZON.COM INC COM 023135106 123145 44637 SH SOLE 44637 0 0 APPLIED MATLS INC COM 038222105 74110 1225975 SH SOLE 1225975 0 0 ARCO PLATFORM LTD COM CL A G04553106 6849 157510 SH SOLE 157510 0 0 BILL.COM HLDGS INC COM 090043100 39112 433569 SH SOLE 433569 0 0 BOYD GAMING CORP COM 103304101 2592 124000 SH SOLE 124000 0 0 BRIGHAM MINERALS INC CL A COM 10918L103 4067 329303 SH SOLE 329303 0 0 CARMAX INC COM 143130102 37984 424166 SH SOLE 424166 0 0 CHUYS HLDGS INC COM 171604101 1893 127236 SH SOLE 127236 0 0 CORESITE RLTY CORP COM 21870Q105 11171 92276 SH SOLE 92276 0 0 COUSINS PPTYS INC. COM NEW 222795502 10586 354861 SH SOLE 354861 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 23244 231769 SH SOLE 231769 0 0 D R HORTON INC COM 23331A109 34909 629555 SH SOLE 629555 0 0 EVOQUA WATER TECHNOLOGIES CO COM 30057T105 2526 135824 SH SOLE 135824 0 0 FACEBOOK INC CL A 30303M102 46997 206971 SH SOLE 206971 0 0 FREEPORT-MCMORAN INC CL B 35671D857 16151 1395922 SH SOLE 1395922 0 0 HOME DEPOT INC COM 437076102 63488 253436 SH SOLE 253436 0 0 INNOVATIVE INDL PPTYS INC COM 45781V101 1760 20000 SH SOLE 20000 0 0 KENSINGTON CAP ACQUISITION C UNIT 07/01/2027 490073202 984 98200 SH SOLE 98200 0 0 MARRIOT VACTINS WORLDWID CO COM 57164Y107 9101 110699 SH SOLE 110699 0 0 MICROSOFT CORP COM 594918104 76069 373786 SH SOLE 373786 0 0 NETFLIX INC COM 64110L106 21524 47302 SH SOLE 47302 0 0 PG& E CORP COM 69331C108 32376 3650000 SH SOLE 3650000 0 0 PAYPAL HLDGS INC COM 70450Y103 106780 612870 SH SOLE 612870 0 0 PENN NATL GAMING INC COM 707569109 5178 169549 SH SOLE 169549 0 0 PLAYA HOTELS & RESORTS NV SHS N70544106 4936 1363461 SH SOLE 1363461 0 0 POLARITYTE INC COM 731094108 1501 1210655 SH SOLE 1210655 0 0 REGENCY CTRS CORP COM 758849103 7370 160599 SH SOLE 160599 0 0 SCIPLAY CORP CL A 809087109 3319 223772 SH SOLE 223772 0 0 SERVICENOW INC COM 81762P102 10539 26019 SH SOLE 26019 0 0 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 3434 98500 SH SOLE 98500 0 0 STONECO LTD COM CL A G85158106 12453 321287 SH SOLE 321287 0 0 SUN CMNTYS COM 866674104 20580 151680 SH SOLE 151680 0 0 T-MOBILE US INC COM 872590104 15591 149700 SH SOLE 149700 0 0 WORKDAY INC CL A 98138H101 45881 244883 SH SOLE 244883 0 0 ZENDESK INC COM 98936J101 22176 250491 SH SOLE 250491 0 0 AMERICAN AIRLS GROUP INC NOTE 6.500% 7/0 02376RAF9 9452 10000000 PRN SOLE 10000000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 308360 1000000 SH Put SOLE 1000000 0 0