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Estuary Capital Management LP 13F holdings

Filed 2026-08-14 · Estuary Capital Management LP · 21 positions · $589.3M

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TickerCompanySharesValue% of portfolio
GPNGLOBAL PMTS INC550.9K$40.0M6.8%
ICFIICF INTL INC539.1K$39.3M6.7%
OWLBLUE OWL CAPITAL INC4.4M$38.8M6.6%
ARESARES MANAGEMENT CORPORATION347.1K$38.6M6.6%
AAPADVANCE AUTO PARTS INC613.7K$38.2M6.5%
DGDOLLAR GEN CORP328.8K$37.9M6.4%
MSFTMICROSOFT CORP100.5K$37.5M6.4%
CACICACI INTL INC80.7K$37.4M6.3%
CPNGCOUPANG INC2.1M$36.7M6.2%
DLTRDOLLAR TREE INC302.4K$36.6M6.2%
HNGEHINGE HEALTH INC393.3K$32.6M5.5%
FOXFFOX FACTORY HLDG CORP1.7M$28.5M4.8%
MNROMONRO INC1.5M$25.6M4.3%
KKRKKR & CO INC275.7K$25.3M4.3%
BDXBECTON DICKINSON & CO155.3K$23.5M4.0%
RELYREMITLY GLOBAL INC996.2K$22.3M3.8%
COOCOOPER COS INC252.3K$18.1M3.1%
BXBLACKSTONE INC127.4K$15.0M2.5%
FLYWFLYWIRE CORPORATION362.9K$6.4M1.1%
TBBBBBB FOODS INC139.1K$5.8M1.0%
FAFIRST ADVANTAGE CORP NEW294.3K$5.3M0.9%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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