Owls Nest Partners IA, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$361.2M
Holdings
13
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TBBKBANCORP INC DEL | 973,790 | $65.8M | 18.21% | |
| 2 | ENSGENSIGN GROUP INC | 300,296 | $52.3M | 14.48% | |
| 3 | EPAMEPAM SYS INC | 230,246 | $47.2M | 13.06% | |
| 4 | CHYMCHIME FINL INC | 1,869,880 | $47.1M | 13.03% | |
| 5 | TGLSTECNOGLASS INC | 846,027 | $42.6M | 11.79% | |
| 6 | NCNONCINO INC | 1,585,623 | $40.7M | 11.26% | |
| 7 | WMSADVANCED DRAIN SYS INC DEL | 179,302 | $26.0M | 7.19% | |
| 8 | SSFSENSIENT TECHNOLOGIES CORP | 205,392 | $19.3M | 5.34% | |
| 9 | ECVTECOVYST INC | 1,826,120 | $17.8M | 4.92% | |
| 10 | IBKRINTERACTIVE BROKERS GROUP IN | 22,000 | $1.4M | 0.39% | |
| 11 | PALPROFICIENT AUTO LOGISTICS IN | 115,484 | $1.1M | 0.31% | |
| 12 | FNDFLOOR & DECOR HLDGS INC | 1,000 | $60K | 0.02% | |
| 13 | GSHDGOOSEHEAD INS INC | 100 | $7K | 0.00% |