Estuary Capital Management as of Dec. 31, 2024
Portfolio Holdings for Estuary Capital Management
Estuary Capital Management holds 10 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Day One Biopharmaceuticals I (DAWN) | 13.8 | $47M | 3.7M | 12.67 | |
| Dollar Tree (DLTR) | 13.4 | $46M | 612k | 74.94 | |
| Advance Auto Parts (AAP) | 13.2 | $45M | 955k | 47.29 | |
| Dollar General (DG) | 12.6 | $43M | 569k | 75.82 | |
| Coca-Cola Bottling Co. Consolidated (COKE) | 12.5 | $43M | 34k | 1259.99 | |
| Molson Coors Beverage CL B (TAP) | 11.4 | $39M | 681k | 57.32 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 8.4 | $29M | 233k | 123.15 | |
| Global Payments (GPN) | 7.9 | $27M | 240k | 112.06 | |
| Rapid7 (RPD) | 6.1 | $21M | 515k | 40.23 | |
| Crocs (CROX) | 0.8 | $2.9M | 26k | 109.53 |
