Estuary Capital Management LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$563.2B
Holdings
16
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DGDOLLAR GEN CORP NEW | 476,368 | $49.2B | 8.74% | |
| 2 | DLTRDOLLAR TREE INC | 518,353 | $48.9B | 8.69% | |
| 3 | JAZZJAZZ PHARMACEUTICALS PLC | 363,147 | $47.9B | 8.50% | |
| 4 | ICFIICF INTL INC | 510,990 | $47.4B | 8.42% | |
| 5 | BAHBOOZ ALLEN HAMILTON HLDG COR | 473,914 | $47.4B | 8.41% | |
| 6 | COOCOOPER COS INC | 622,236 | $42.7B | 7.58% | |
| 7 | UNHUNITEDHEALTH GROUP INC | 122,935 | $42.4B | 7.54% | |
| 8 | GPNGLOBAL PMTS INC | 501,858 | $41.7B | 7.40% | |
| 9 | CA8ACACI INTL INC | 75,157 | $37.5B | 6.66% | |
| 10 | FOXFFOX FACTORY HLDG CORP | 1,505,354 | $36.6B | 6.49% | |
| 11 | AWNADVANCE AUTO PARTS INC | 517,093 | $31.7B | 5.64% | |
| 12 | QDELQUIDELORTHO CORP | 970,886 | $28.6B | 5.08% | |
| 13 | UHSUNIVERSAL HLTH SVCS INC | 104,499 | $21.4B | 3.79% | |
| 14 | MNROMONRO INC | 995,977 | $17.9B | 3.18% | |
| 15 | UHALU HAUL HOLDING COMPANY | 214,200 | $12.2B | 2.17% | |
| 16 | ACHCACADIA HEALTHCARE COMPANY INC | 391,056 | $9.7B | 1.72% |