account_balance
Investment manager · 13F filer · SEC CIK 1965005
Estuary Capital Management LP
Reported value$589Mas of Jun 30, 2026
Positions21 11 new, 12 sold out
Top 10 weight64.6%GPN alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GPNGlobal PMTS Inc
6.8%Added +16%
ICFIIcf Intl Inc
6.7%Added +19%
OWLBlue Owl Capital Inc
6.6%Added +6%
ARESAres Management Corporation
6.6%Added +6%
AAPAdvance Auto Parts Inc
6.5%Trimmed −9%
DGDollar Gen Corp
6.4%New
MSFTMicrosoft Corp
6.4%Added +85%
CACICaci Intl Inc
6.3%New
CPNGCoupang Inc
6.2%New
DLTRDollar Tree Inc
6.2%New
HNGEHinge Health Inc
5.5%
FOXFFox Factory HLDG Corp
4.8%Trimmed −7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GPN Global PMTS Inc 6.8% Added +16%ICFI Icf Intl Inc 6.7% Added +19%OWL Blue Owl Capital Inc 6.6% Added +6%ARES Ares Management Corporation 6.6% Added +6%AAP Advance Auto Parts Inc 6.5% Trimmed −9%DG Dollar Gen Corp 6.4% NewMSFT Microsoft Corp 6.4% Added +85%CACI Caci Intl Inc 6.3% NewCPNG Coupang Inc 6.2% NewDLTR Dollar Tree Inc 6.2% NewHNGE Hinge Health Inc 5.5% HeldFOXF Fox Factory HLDG Corp 4.8% Trimmed −7%
What changed