SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Estuary Capital Management LP

CIK 0001965005 · 308 WALKER AVENUE SOUTH, WAYZATA, MN, 55391 · 203-300-7866

Reported Value
$412M
Q1 2025
Positions
14
Filings on Record
10
2019–present window
Filed
May 15, 2025
original filing

Summary

Estuary Capital Management LP reported $412M in U.S.-listed holdings across 14 positions for Q1 2025.

Its largest position, DLTR, represents 12.3% of the portfolio.

Compared with Q4 2024, the fund opened 6 new positions and exited 2.

Portfolio Metrics

Turnover
+28.4%
vs prior filed quarter
Top-10 Concentration
+89.6%
share of reported value
Largest Position
+12.3%
Dollar Tree
New / Exited
6 / 2
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $165MQ4 ’23Q1 ’24: $246MQ2 ’24: $310MQ2 ’24Q3 ’24: $373MQ4 ’24: $342MQ4 ’24Q1 ’25: $412MQ2 ’25: $513MQ2 ’25Q3 ’25: $563MQ4 ’25: $562MQ4 ’25Q1 ’26: $598Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 90.7%Other: 9.3%
  • Common Stock · 90.7% · $374M
  • Other · 9.3% · $38M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
UNHUNITEDHEALTH GRP ORDNEW+95.3K95.3K+$50M$50M
AAPLAPPLE ORDNEW+172.5K172.5K+$38M$38M
METAMETA PLATFORMS CL A ORDNEW+37.9K37.9K+$22M$22M
FICOFAIR ISAAC ORDNEW+10.9K10.9K+$20M$20M
UHSUNIVERSAL HEALTH SERVICES CL B ORDNEW+68.8K68.8K+$13M$13M
NVDANVIDIA ORDNEW+96.6K96.6K+$10M$10M
COKECOCA COLA CONS INCSOLD OUT34.0K0$43M$0
CROXCROCS INCSOLD OUT26.1K0$3M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

14 positions
#IssuerClass% PortfolioValueShares
1DLTRDOLLAR TREE INChistory →COM12.34%$51M677.7K
2UNHUNITEDHEALTH GRP ORDhistory →COM12.11%$50M95.3K
3AWNADVANCE AUTO PARTS INChistory →COM11.97%$49M1.26M
4DGDOLLAR GEN CORP NEWhistory →COM10.43%$43M488.8K
5JAZZ PHARMACEUTICALS PLCSHS USD9.33%$38M309.8K
6AAPLAPPLE ORDhistory →COM9.30%$38M172.5K
7GPNGLOBAL PMTS INChistory →COM7.57%$31M318.4K
8DAWNGBXDAY ONE BIOPHARMACEUTICALS Ihistory →COM6.40%$26M3.33M
9METAMETA PLATFORMS CL A ORDhistory →CL A5.30%$22M37.9K
10FICOFAIR ISAAC ORDhistory →COM4.87%$20M10.9K
11RPDRAPID7 INChistory →COM3.50%$14M544.1K
12UHSUNIVERSAL HEALTH SERVICES CL B ORDhistory →CL B3.14%$13M68.8K
13NVDANVIDIA ORDhistory →COM2.54%$10M96.6K
14TAPMOLSON COORS BEVERAGE COhistory →CL B1.20%$5M81.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$598M22May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$562M23Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$563M16Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$513M13Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$412M14May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$342M10Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$373M16Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$310M17Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$246M16May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$165M18Feb 14, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.