Holdings
Estuary Capital Management LP
As of Jun 30, 2026, Estuary Capital Management LP reported 21 positions worth US$589M. Largest: Global Payments Inc., Icf International, Inc. and Blue Owl Capital Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Global Payments Inc. | 551K | US$40M | +75,521 | Jun 30, 2026 |
| Icf International, Inc. | 539K | US$39.3M | +86,266 | Jun 30, 2026 |
| Blue Owl Capital Inc. | 4.44M | US$38.8M | +238K | Jun 30, 2026 |
| Ares Management Corporation | 347K | US$38.6M | +18,704 | Jun 30, 2026 |
| Advance Auto Parts Inc. | 614K | US$38.2M | −63,899 | Jun 30, 2026 |
| Dollar General Corporation | 329K | US$37.9M | new | Jun 30, 2026 |
| Microsoft Corp. | 100K | US$37.5M | +46,224 | Jun 30, 2026 |
| Caci International, Inc. | 80,672 | US$37.4M | new | Jun 30, 2026 |
| Coupang, Inc. | 2.12M | US$36.7M | new | Jun 30, 2026 |
| Dollar Tree, Inc. | 302K | US$36.6M | new | Jun 30, 2026 |