Holdings
Owls Nest Partners IA, LLC
As of Jun 30, 2026, Owls Nest Partners IA, LLC reported 16 positions worth US$276M. Largest: The Bancorp, Inc., Timken Company (the) and Advanced Drainage Systems, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| The Bancorp, Inc. | 968K | US$60.6M | −127K | Jun 30, 2026 |
| Timken Company (the) | 335K | US$48.6M | −41,504 | Jun 30, 2026 |
| Advanced Drainage Systems, Inc. | 212K | US$33.3M | −52,262 | Jun 30, 2026 |
| Corvel Corp. | 408K | US$25.5M | +59,342 | Jun 30, 2026 |
| Sensient Technologies Corporation | 202K | US$24.9M | −99,054 | Jun 30, 2026 |
| Ufp Technologies, Inc. | 74,731 | US$19.8M | new | Jun 30, 2026 |
| Lsi Industries Inc. | 729K | US$19.4M | new | Jun 30, 2026 |
| The Ensign Group, Inc. | 117K | US$18.7M | −108K | Jun 30, 2026 |
| Accelerant Holdings | 1.25M | US$14.7M | +1.04M | Jun 30, 2026 |
| Insteel Industries, Inc. | 165K | US$4.98M | +20,382 | Jun 30, 2026 |