Estuary Capital Management LP: 13F holdings
CIK 19650052026Q2
| Positions | 21 |
|---|
| Reported value | $589.3m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 21 (-1 vs prior quarter) |
|---|
| Reported value | $589.3m (-1.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GPN GLOBAL PMTS INC | 550,904 | $40.0m | 6.8% |
| ICFI ICF INTL INC | 539,069 | $39.3m | 6.7% |
| OWL BLUE OWL CAPITAL INC | 4,435,135 | $38.8m | 6.6% |
| ARES ARES MANAGEMENT CORPORATION | 347,115 | $38.6m | 6.6% |
| AAP ADVANCE AUTO PARTS INC | 613,717 | $38.2m | 6.5% |
| DG DOLLAR GEN CORP | 328,830 | $37.9m | 6.4% |
| MSFT MICROSOFT CORP | 100,472 | $37.5m | 6.4% |
| CACI CACI INTL INC | 80,672 | $37.4m | 6.3% |
| CPNG COUPANG INC | 2,115,218 | $36.7m | 6.2% |
| DLTR DOLLAR TREE INC | 302,423 | $36.6m | 6.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965005")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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