Owls Nest Partners IA, LLC 13F Holdings

CIK 0001845806 · CHADDS FORD, PA

As of Sep 30, 2025, Owls Nest Partners IA, LLC reported 13 positions worth $359.8M in its SEC Form 13F filing.

Top 13 holdings

SecurityTickerSectorSharesValue% of portfolio
BANCORP INCTBBKFinancial Services1,220,737$91.4M25.41%
ENSIGN GROUP INCENSGHealthcare406,062$70.2M19.50%
TECNOGLASS INCTGLSBasic Materials909,523$60.9M16.91%
ADVANCED DRAINAGE SYSTEMS INCWMSBasic Materials303,535$42.1M11.70%
EPAM SYSTEMS INCEPAMTechnology258,156$38.9M10.82%
NCINO INCNCNOTechnology1,333,039$36.1M10.04%
ECOVYST INCECVTBasic Materials1,651,060 4.5M4.02%
THE BEAUTY HEALTH COMPANY——1,109,629$2.2M0.61%
INTERACTIVE BROKERS GROUP INCIBKRFinancial Services22,000 .5M0.42%
PROFICIENT AUTO LOGISTICS INPALIndustrials150,370 .0M0.29%
CLARIVATE PLCCLVTTechnology233,829$895.6K0.25%
FLOOR & DECOR HOLDINGS INCFNDConsumer Cyclical1,000$73.7K0.02%
GOOSEHEAD INSURANCE INCGSHDFinancial Services100$7.4K0.00%