The Analysis of Estuary Capital Management LP's Holdings
Currently, Estuary Capital Management LP holds 16 types of securities in its portfolio with a total value $563.2M. In the most recent quarter, they have increased their positions in COO (+622.2K shares, valued at $42.7M), FOXF (+1.5M shares, valued at $36.6M), QDEL (+970.9K shares, valued at $28.6M); decreased their positions in UHS (-154.8K shares, valued at $31.7M), AAP (-501.6K shares, valued at $30.8M), CACI (-23.2K shares, valued at $11.6M); initiated new positions in COO (+622.2K shares, valued at $42.7M), FOXF (+1.5M shares, valued at $36.6M), QDEL (+970.9K shares, valued at $28.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DG DOLLAR GEN CORP NEW476.4K shares32.19%2025-09-302025-11-14
DLTR DOLLAR TREE INC518.4K shares11.63%2025-09-302025-11-14 JAZZ JAZZ PHARMACEUTICALS PLC363.1K shares-17.02%2025-09-302025-11-14 ICFI ICF INTL INC511.0K shares11.08%2025-09-302025-11-14 BAH BOOZ ALLEN HAMILTON HLDG COR473.9K shares4.27%2025-09-302025-11-14 COO COOPER COS INC622.2K sharesnew addition2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC122.9K shares6.89%2025-09-302025-11-14 GPN GLOBAL PMTS INC501.9K shares-14.68%2025-09-302025-11-14 CACI CACI INTL INC75.2K shares-23.59%2025-09-302025-11-14 FOXF FOX FACTORY HLDG CORP1.5M sharesnew addition2025-09-302025-11-14 AAP ADVANCE AUTO PARTS INC517.1K shares-49.24%2025-09-302025-11-14 QDEL QUIDELORTHO CORP970.9K sharesnew addition2025-09-302025-11-14 UHS UNIVERSAL HLTH SVCS INC104.5K shares-59.70%2025-09-302025-11-14 MNRO MONRO INC996.0K sharesnew addition2025-09-302025-11-14 UHAL U HAUL HOLDING COMPANY214.2K sharesnew addition2025-09-302025-11-14 ACHC ACADIA HEALTHCARE COMPANY INC391.1K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available