Vanguard's passive 5%+ stake is a routine index/quantitative holding disclosure, not an activist signal. Monitor future 13G amendments for accumulation or reduction; the filing date of September 30 aligns with quarter-end portfolio rebalancing.
Price Chart
Executive Summary
Vanguard Capital Management disclosed a 5.04% passive stake in Hawkins Inc as of September 30, 2026, with 1,052,507 shares held. This is a new 13G filing by Vanguard, which was not previously a 5%+ filer for HWKN. The filing follows strong Q2 FY2027 earnings reported four days earlier, where Hawkins posted record revenue and EPS beats.
Key Financial Metrics
Key Facts
- Vanguard Capital Management filed a new Schedule 13G disclosing beneficial ownership of 1,052,507 shares of Hawkins Inc common stock.
- The stake represents 5.04% of shares outstanding as of September 30, 2026.
- Vanguard certifies passive intent under Rule 13d-1(b), with no purpose of changing or influencing control.
- This is Vanguard's first 13G filing for Hawkins; no prior 13G from Vanguard appears in the cross-filing context.
- The filing comes four days after Hawkins reported record Q2 FY2027 revenue of $313.8M (+12% YoY) and diluted EPS of $1.34 (+23% YoY), beating consensus.
Financial Impact
Stake valued at approximately $161M based on $3.2B market cap and 5.04% ownership.
Risk Factors
- No activist intent indicated; passive filing limits potential for catalyst-driven moves.
- Stake just above the 5% threshold; could be reduced below 5% without immediate disclosure.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100119-26-001605 |
| Document: 0002100119-26-001605-index.html | 0002100119-26-001605 |
| Document: 0002100119-26-001605.txt | 0002100119-26-001605 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $153.84 | awaiting T+1 | awaiting T+1 | $152.53 (−0.85%) |
Oct 26, 2026 6d ago | 8-K | No price | awaiting T+1 | awaiting T+1 | No price |
Oct 26, 2026 6d ago | Press Release | $153.85 $154.06 | ▲ +0.14% | ▼ −0.21% | $152.53 (−0.86%) |
Oct 26, 2026 6d ago | Press Release | $153.85 $154.06 | ▲ +0.14% | ▼ −0.21% | $152.53 (−0.86%) |
Aug 31, 2026 8w ago | Insider Cluster | $124.58 $126.37 | ▲ +1.44% | ▲ +0.99% | $152.53 (+22.44%) |
Jun 18, 2026 19w ago | DEFA14A | $161.45 $162.01 | ▲ +0.35% | ▲ +0.66% | $152.53 (−5.52%) |
May 19, 2026 23w ago | 8-K | $154.93 $152.45 | ▼ −1.60% | ▼ −1.79% | $152.53 (−1.55%) |
May 13, 2026 24w ago | 8-K | $156.38 $158.79 | ▲ +1.54% | ▲ +2.77% | $152.53 (−2.46%) |
Apr 29, 2026 26w ago | Press Release | $164.57 $167.45 | ▲ +1.75% | ▲ +0.73% | $152.53 (−7.32%) |
US Market Status
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