Estuary Capital Management LP 13F Holdings

CIK 0001965005 · WAYZATA, MN

As of Sep 30, 2025, Estuary Capital Management LP reported 16 positions worth $563.2M in its SEC Form 13F filing.

Top 16 holdings

SecurityTickerSectorSharesValue% of portfolio
DOLLAR GENERAL CORPDGConsumer Defensive476,368$49.2M8.74%
DOLLAR TREE INCDLTRConsumer Defensive518,353$48.9M8.69%
JAZZ PHARMACEUTICALS PLCJAZZHealthcare363,147$47.9M8.50%
ICF INTERNATIONAL INCICFIIndustrials510,990$47.4M8.42%
BOOZ ALLEN HAMILTON HOLDING CORPBAHIndustrials473,914$47.4M8.41%
COOPER COMPANIES INCCOOHealthcare622,236$42.7M7.58%
UNITEDHEALTH GROUP INCUNHHealthcare122,935$42.4M7.54%
GLOBAL PAYMENTS INCGPNIndustrials501,858$41.7M7.40%
CACI INTERNATIONAL INCCACITechnology75,157$37.5M6.66%
FOX FACTORY HOLDING CORPFOXFConsumer Cyclical1,505,354$36.6M6.49%
ADVANCE AUTO PARTS INCAAPConsumer Cyclical517,093$31.7M5.64%
QUIDELORTHO CORPQDELHealthcare970,886$28.6M5.08%
UNIVERSAL HEALTH SERVICES INCUHSHealthcare104,499$21.4M3.79%
MONRO INCMNROConsumer Cyclical995,977 7.9M3.18%
U-HAUL HOLDING COUHALIndustrials214,200 2.2M2.17%
ACADIA HEALTHCARE COMPANY INCACHCHealthcare391,056$9.7M1.72%