Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
DOLLAR GEN CORP NEW | 116,272 | +116,272 | $15,807 |
DG | 116,272 | +116,272 | $15,807 |
JAZZ PHARMACEUTICALS PLC | 127,671 | +127,671 | $15,704 |
JAZZ | 127,671 | +127,671 | $15,704 |
COUPANG INC | 968,926 | +968,926 | $15,687 |
CPNG | 968,926 | +968,926 | $15,687 |
DOLLAR TREE INC | 108,050 | +108,050 | $15,349 |
DLTR | 108,050 | +108,050 | $15,349 |
QORVO INC | 121,500 | +121,500 | $13,682 |
QRVO | 121,500 | +121,500 | $13,682 |
DAY ONE BIOPHARMACEUTICALS I | 882,897 | +882,897 | $12,890 |
DAWN | 882,897 | +882,897 | $12,890 |
CACI INTL INC | 37,079 | +37,079 | $12,008 |
CACI | 37,079 | +37,079 | $12,008 |
SYSCO CORP | 152,219 | +152,219 | $11,132 |
SYY | 152,219 | +152,219 | $11,132 |
CLEAN HARBORS INC | 63,656 | +63,656 | $11,109 |
CLH | 63,656 | +63,656 | $11,109 |
ADVANCE AUTO PARTS INC | 180,422 | +180,422 | $11,011 |
AAP | 180,422 | +180,422 | $11,011 |
GLOBAL PMTS INC | 71,612 | +71,612 | $9,095 |
GPN | 71,612 | +71,612 | $9,095 |
SEAGATE TECHNOLOGIES HLDNGS PL | 84,723 | +84,723 | $7,233 |
STX | 84,723 | +84,723 | $7,233 |
MOLSON COORS BEVERAGE CO | 64,320 | +64,320 | $3,937 |
TAP | 64,320 | +64,320 | $3,937 |
BLUE OWL CAPITAL INC | 243,080 | +243,080 | $3,622 |
OWL | 243,080 | +243,080 | $3,622 |
FLEETCOR TECHNOLOGIES INC | 9,400 | +9,400 | $2,657 |
FLT | 9,400 | +9,400 | $2,657 |
COCA COLA CONS INC | 2,081 | +2,081 | $1,932 |
COKE | 2,081 | +2,081 | $1,932 |
U HAUL HOLDING COMPANY | $1,409 | ||
UHAL.B | 20,000 | +20,000 | $1,409 |
See Full List: All Stocks Held By Estuary Capital Management LP
— Including:
Biggest new positions
Biggest exits
See Details: Top 10 Stocks Held By Estuary Capital Management LP
Size ($ in 1000's)
At 12/31/2023: $165,273 At 09/30/2023: $0 Estuary Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Estuary Capital Management LP 13F filings. Link to 13F filings: SEC filings |