Estuary Capital Management LP - Q42025 Holdings

Estuary Capital Management LP holds 23 stocks with a total portfolio value of $ 562.39M as of Q42025. In Q42025, Estuary Capital Management LP added 15 new positions, increased stakes in 2 stocks, reduced 6 holdings, and fully exited 8 positions. The largest holding is Advance Auto Parts Inc (AAP), representing 6.57% of the total portfolio.