ESTUARY CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FOXF | 1.57M | $26.94M |
 | MNRO | 964K | $19.32M |
 | OWL | 956K | $14.29M |
 | AAP | 941K | $36.97M |
 | GPN | 447K | $34.57M |
 | ICFI | 390K | $33.23M |
 | UHAL-B | 340K | $15.88M |
 | CRDO | 220K | $31.66M |
 | NVDA | 194K | $36.24M |
 | TER | 187K | $36.24M |
 | AMD | 169K | $36.29M |
 | AMZN | 159K | $36.65M |
 | HON | 132K | $25.83M |
 | JAZZ | 106K | $18.09M |
 | AVGO | 105K | $36.26M |
 | MSFT | 75K | $36.35M |
 | COO | 70K | $5.77M |
 | LIN | 60K | $25.41M |
 | GDDY | 44K | $5.43M |
 | DG | 44K | $5.78M |
Fox Factory Holding Corp.
FOXF
Shares Held
1.57M
Value
$26.94M
Monro, Inc.
MNRO
Shares Held
964K
Value
$19.32M
Blue Owl Capital Inc.
OWL
Shares Held
956K
Value
$14.29M
Advance Auto Parts, Inc.
AAP
Shares Held
941K
Value
$36.97M
Global Payments Inc.
GPN
Shares Held
447K
Value
$34.57M
ICF International, Inc.
ICFI
Shares Held
390K
Value
$33.23M
U-Haul Holding Company
UHAL-B
Shares Held
340K
Value
$15.88M
Credo Technology Group Holding Ltd
CRDO
Shares Held
220K
Value
$31.66M
NVIDIA Corporation
NVDA
Shares Held
194K
Value
$36.24M
Teradyne, Inc.
TER
Shares Held
187K
Value
$36.24M
Advanced Micro Devices, Inc.
AMD
Shares Held
169K
Value
$36.29M
Amazon.com, Inc.
AMZN
Shares Held
159K
Value
$36.65M
Honeywell International Inc.
HON
Shares Held
132K
Value
$25.83M
Jazz Pharmaceuticals plc
JAZZ
Shares Held
106K
Value
$18.09M
Broadcom Inc.
AVGO
Shares Held
105K
Value
$36.26M
Microsoft Corporation
MSFT
Shares Held
75K
Value
$36.35M
The Cooper Companies, Inc.
COO
Shares Held
70K
Value
$5.77M
Linde plc
LIN
Shares Held
60K
Value
$25.41M
GoDaddy Inc.
GDDY
Shares Held
44K
Value
$5.43M
Dollar General Corporation
DG
Shares Held
44K
Value
$5.78M