ESTUARY CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FOXF | 1.51M | $36.57M |
 | MNRO | 996K | $17.90M |
 | QDEL | 971K | $28.59M |
 | COO | 622K | $42.66M |
 | DLTR | 518K | $48.92M |
 | AAP | 517K | $31.75M |
 | ICFI | 511K | $47.42M |
 | GPN | 502K | $41.69M |
 | DG | 476K | $49.23M |
 | BAH | 474K | $47.37M |
 | ACHC | 391K | $9.68M |
 | JAZZ | 363K | $47.86M |
 | UHAL | 214K | $12.22M |
 | UNH | 123K | $42.45M |
 | UHS | 104K | $21.36M |
 | CACI | 75K | $37.49M |
Fox Factory Holding Corp.
FOXF
Shares Held
1.51M
Value
$36.57M
Monro, Inc.
MNRO
Shares Held
996K
Value
$17.90M
QuidelOrtho Corporation
QDEL
Shares Held
971K
Value
$28.59M
The Cooper Companies, Inc.
COO
Shares Held
622K
Value
$42.66M
Dollar Tree, Inc.
DLTR
Shares Held
518K
Value
$48.92M
Advance Auto Parts, Inc.
AAP
Shares Held
517K
Value
$31.75M
ICF International, Inc.
ICFI
Shares Held
511K
Value
$47.42M
Global Payments Inc.
GPN
Shares Held
502K
Value
$41.69M
Dollar General Corporation
DG
Shares Held
476K
Value
$49.23M
Booz Allen Hamilton Holding Corporation
BAH
Shares Held
474K
Value
$47.37M
Acadia Healthcare Company, Inc.
ACHC
Shares Held
391K
Value
$9.68M
Jazz Pharmaceuticals plc
JAZZ
Shares Held
363K
Value
$47.86M
U-Haul Holding Company
UHAL
Shares Held
214K
Value
$12.22M
UnitedHealth Group Incorporated
UNH
Shares Held
123K
Value
$42.45M
Universal Health Services, Inc.
UHS
Shares Held
104K
Value
$21.36M
CACI International Inc
CACI
Shares Held
75K
Value
$37.49M