13F Filings History of Estuary Capital Management LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$562,390,212
Signature - Title
Jeffrey Annecchino - CCO / COO
Location
Wayzata, MN
Summary
This page shows a list of all the recent 13F filings made by Estuary Capital Management LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Estuary Capital Management LP reported 23 stock holdings with total value $562,390,212 as of Q4 2025. Top holdings included AAP, AMZN, TDG, MSFT, and AMD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 23 $562,390,212 +$399,555,549 -$409,699,410 -$10,143,861 AAP, AMZN, TDG, MSFT, AMD 13F-HR 17 Feb 2026, 16:31
Q3 2025 16 $563,166,660 +$174,112,634 -$159,837,201 +$14,275,433 DG, DLTR, JAZZ, ICFI, BAH 13F-HR 14 Nov 2025, 16:15
Q2 2025 13 $512,951,457 +$257,924,827 -$163,333,459 +$94,591,368 AAP, BAH, GPN, UHS, CACI 13F-HR 14 Aug 2025, 16:25
Q1 2025 14 $412,128,552 +$188,385,454 -$92,346,248 +$96,039,206 DLTR, UNH, AAP, DG, JAZZ 13F-HR 15 May 2025, 16:23
Q4 2024 10 $342,270,328 +$154,323,746 -$188,547,025 -$34,223,279 DAWN, DLTR, AAP, DG, COKE 13F-HR 14 Feb 2025, 16:11
Q3 2024 16 $372,791,114 +$193,307,336 -$98,006,352 +$95,300,984 GPN, DAWN, AAP, NVDA, TSM 13F-HR 14 Nov 2024, 16:33
Q2 2024 17 $310,098,838 +$134,885,427 -$47,904,652 +$86,980,775 DAWN, AAP, DG, DLTR, JAZZ 13F-HR 14 Aug 2024, 16:16
Q1 2024 16 $246,116,369 +$121,111,949 -$53,489,547 +$67,622,402 DLTR, DAWN, DG, JAZZ, CLH 13F-HR 15 May 2024, 16:38
Q4 2023 18 $165,271,636 $0 $0 $0 DG, JAZZ, CPNG, DLTR, QRVO 13F-HR 14 Feb 2024, 16:34