HAWKINS INC (HWKN)

Super-investor holdings · 2026 Q2

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.

All institutions · Form 13F

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Insider trading · Form 4

2 insiders bought on the open market in the last 90 days (2 purchases, $261.6K), against 0 sales by 0 insiders ($0). Latest buy: Aug 27, 2026.

Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.

Politician trading · U.S. House

Data unavailable — no House STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).

Screens & lenses

Insiders

· CEO & CFO Buying — Last 90 days: top executives (CEO/CFO) bought on the open market

· Insider Net Buying — Last 90 days: more insider buy transactions than sell transactions

· Opportunistic Buys (Non-Routine) — Last 90 days: 2 or more insiders with no routine buying pattern bought on the open market

Financial Screens

· Growth — Revenue up every year for 5 straight years

· Graham — Sound finances and a long run of profits

· Piotroski — Financial health improved over the past year

· Earnings Quality (Cash Conversion) — Profits that actually come back as cash

Red Flags

· Auditor Change (8-K 4.01) — Last 2 years: an auditor change filing (8-K Item 4.01)

Key figures

· Growth — Latest revenue: $556.3M · 5-yr revenue CAGR: 9.8% · Straight growth years: 5

· Graham — Current ratio: 2.21 · Straight profitable years: 8 · Debt ratio: 0.85 · Latest net income: $81.5M

· Piotroski — F-score: 8 · Return on assets: 6.3% · Operating cash flow: $48.0M

· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.73 · Operating cash flow: $144.3M · Net income: $81.5M

· CEO & CFO Buying — Buy txns: 2 · Buy value: $261.6K · Insiders buying: 2 · Latest buy: Aug 27, 2026

· Insider Net Buying — Buy txns: 2 · Sell txns: 0 · Buy value: $261.6K · Latest buy: Aug 27, 2026

· Opportunistic Buys (Non-Routine) — Opportunistic buyers: 2 · Buy txns: 2 · Buy value: $261.6K · Latest buy: Aug 27, 2026

· Auditor Change (8-K 4.01) — Latest event: Feb 3, 2025 · Events in 2 yrs: 1

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.