Estuary Capital Management
$589M 13F equity value
33 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Estuary Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GPN | GLOBAL PMTS INC | 550,904 | $40M | 6.8% |
| ICFI | ICF INTL INC | 539,069 | $39M | 6.7% |
| OWL | BLUE OWL CAPITAL INC | 4,435,135 | $39M | 6.6% |
| ARES | ARES MANAGEMENT CORPORATION | 347,115 | $39M | 6.6% |
| AAP | ADVANCE AUTO PARTS INC | 613,717 | $38M | 6.5% |
| DG | DOLLAR GEN CORP | 328,830 | $38M | 6.4% |
| MSFT | MICROSOFT CORP | 100,472 | $37M | 6.4% |
| CACI | CACI INTL INC | 80,672 | $37M | 6.3% |
| CPNG | COUPANG INC | 2,115,218 | $37M | 6.2% |
| DLTR | DOLLAR TREE INC | 302,423 | $37M | 6.2% |
Track Estuary Capital Management's 13F portfolio: $589M in reported holdings, 33 positions. Top holdings and quarterly changes on SentiSense.
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