Estuary Capital Management LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$342.3B
Holdings
10
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DAWNDAY ONE BIOPHARMACEUTICALS I | 3,716,777 | $47.1B | 13.76% | |
| 2 | DLTRDOLLAR TREE INC | 611,945 | $45.9B | 13.40% | |
| 3 | AWNADVANCE AUTO PARTS INC | 955,117 | $45.2B | 13.20% | |
| 4 | DGDOLLAR GEN CORP NEW | 568,634 | $43.1B | 12.60% | |
| 5 | COKECOCA COLA CONS INC | 34,004 | $42.8B | 12.52% | |
| 6 | TAPMOLSON COORS BEVERAGE CO | 681,300 | $39.1B | 11.41% | |
| 7 | JAZZJAZZ PHARMACEUTICALS PLC | 232,517 | $28.6B | 8.37% | |
| 8 | GPNGLOBAL PMTS INC | 240,368 | $26.9B | 7.87% | |
| 9 | RPDRAPID7 INC | 514,880 | $20.7B | 6.05% | |
| 10 | CROXCROCS INC | 26,091 | $2.9B | 0.83% |