Fund HoldingsOwls Nest Partners IA, LLC

Total Portfolio Value
$308.21M
Total Bought
$91.89M
Total Sold
$94.87M
Net Transaction
-$2.99M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
TECNOGLASS INC0693,124+693,124032,44510.53%+32,445
UFP TECHNOLOGIES INC(UFPT)074,731+74,731019,8136.43%+19,813
LSI INDS INC OHIO(LYTS)0728,895+728,895019,3746.29%+19,374
ACCELERANT HOLDINGS(ARX)209,7071,251,884+1,042,1772,80214,6724.76%+11,870
TIMKEN CO(TKR)376,117334,613-41,50437,82648,62615.78%+10,800
CORVEL CORP(CRVL)348,329407,671+59,34219,03625,4888.27%+6,451
BANCORP INC DEL(TBBK)1,094,455967,771-126,68458,80560,62119.67%+1,816
PERMA-FIX ENVIRONMENTAL SVCS(PESI)056,555+56,55508080.26%+808
PROFICIENT AUTO LOGISTICS IN(PAL)0114,041+114,04107770.25%+777
INTERACTIVE BROKERS GROUP IN(IBKR)12,50012,50008381,0880.35%+250
GIBRALTAR INDS INC(ROCK)05,000+5,00002260.07%+226
INSTEEL INDS INC(IIIN)144,544164,926+20,3824,8584,9811.62%+123
HEARTBEAM INC(BEAT)25,0460-25,046310-31
GOOSEHEAD INS INC(GSHD)2,266100-2,1669750.00%-92
SENSIENT TECHNOLOGIES CORP(SXT)301,241202,187-99,05426,03924,9288.09%-1,112
ADVANCED DRAIN SYS INC DEL(WMS)264,101211,839-52,26236,21633,25010.79%-2,966
ECOVYST INC(ECVT)1,374,674191,931-1,182,74317,6782,3900.78%-15,289
ENSIGN GROUP INC(ENSG)225,228116,764-108,46445,38318,7176.07%-26,666
TECNOGLASS INC(TGLS)810,3780-810,37836,1020-36,102
Page 1 of 1
Owls Nest Partners IA, LLC — 13F Holdings — Q2 2026 | TickerTrail