Estuary Capital Management LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$513.0B
Holdings
13
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AWNADVANCE AUTO PARTS ORD | 1,018,737 | $47.4B | 9.23% | |
| 2 | BAHBOOZ ALLEN HAMILTON HOLDING CL A ORD | 454,514 | $47.3B | 9.23% | |
| 3 | GPNGLOBAL PMTS INC | 588,202 | $47.1B | 9.18% | |
| 4 | UHSUNIVERSAL HEALTH SERVICES CL B ORD | 259,331 | $47.0B | 9.16% | |
| 5 | CA8ACACI INTERNATIONAL CL A ORD | 98,366 | $46.9B | 9.14% | |
| 6 | JAZZJAZZ PHARMACEUTICALS PLC | 437,643 | $46.4B | 9.05% | |
| 7 | DLTRDOLLAR TREE INC | 464,353 | $46.0B | 8.97% | |
| 8 | DGDOLLAR GEN CORP NEW | 360,357 | $41.2B | 8.04% | |
| 9 | ICFIICF INTERNATIONAL ORD | 460,013 | $39.0B | 7.60% | |
| 10 | UNHUNITEDHEALTH GRP ORD | 115,016 | $35.9B | 7.00% | |
| 11 | FICOFAIR ISAAC ORD | 18,914 | $34.6B | 6.74% | |
| 12 | SWKSTANLEY BLACK AND DECKER ORD | 295,533 | $20.0B | 3.90% | |
| 13 | TERTERADYNE ORD | 158,116 | $14.2B | 2.77% |