Fund HoldingsOwls Nest Partners IA, LLC

Total Portfolio Value
$361.16M
Total Bought
$361.16M
Total Sold
$359.80M
Net Transaction
+$1.36M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
BANCORP INC DEL(TBBK)0973,790+973,790065,75018.21%+65,750
ENSIGN GROUP INC(ENSG)0300,296+300,296052,31214.48%+52,312
EPAM SYS INC(EPAM)0230,246+230,246047,17313.06%+47,173
CHIME FINL INC(CHYM)01,869,880+1,869,880047,06513.03%+47,065
TECNOGLASS INC(TGLS)0846,027+846,027042,57211.79%+42,572
NCINO INC(NCNO)01,585,623+1,585,623040,65511.26%+40,655
ADVANCED DRAIN SYS INC DEL(WMS)0179,302+179,302025,9687.19%+25,968
SENSIENT TECHNOLOGIES CORP(SXT)0205,392+205,392019,2975.34%+19,297
ECOVYST INC(ECVT)01,826,120+1,826,120017,7684.92%+17,768
INTERACTIVE BROKERS GROUP IN(IBKR)022,000+22,00001,4150.39%+1,415
PROFICIENT AUTO LOGISTICS IN0115,484+115,48401,1130.31%+1,113
FLOOR & DECOR HLDGS INC(FND)01,000+1,0000610.02%+61
GOOSEHEAD INS INC(GSHD)0100+100070.00%+7
GOOSEHEAD INS INC(GSHD)1000-10070-7
FLOOR & DECOR HLDGS INC(FND)1,0000-1,000740-74
Clarivate PLC(CLVT)233,8290-233,8298960-896
PROFICIENT AUTO LOGISTICS IN150,3700-150,3701,0360-1,036
INTERACTIVE BROKERS GROUP IN(IBKR)22,0000-22,0001,5140-1,514
THE BEAUTY HEALTH COMPANY1,109,6290-1,109,6292,2080-2,208
ECOVYST INC(ECVT)1,651,0600-1,651,06014,4630-14,463
NCINO INC(NCNO)1,333,0390-1,333,03936,1390-36,139
EPAM SYS INC(EPAM)258,1560-258,15638,9270-38,927
ADVANCED DRAIN SYS INC DEL(WMS)303,5350-303,53542,1000-42,100
TECNOGLASS INC(TGLS)909,5230-909,52360,8560-60,856
ENSIGN GROUP INC(ENSG)406,0620-406,06270,1550-70,155
BANCORP INC DEL(TBBK)1,220,7370-1,220,73791,4210-91,421
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