Owls Nest Partners IA as of Dec. 31, 2025
Portfolio Holdings for Owls Nest Partners IA
Owls Nest Partners IA holds 13 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ban (TBBK) | 18.2 | $66M | 974k | 67.52 | |
| Ensign (ENSG) | 14.5 | $52M | 300k | 174.20 | |
| Epam Systems (EPAM) | 13.1 | $47M | 230k | 204.88 | |
| Chime Finl Com Shs Cl A (CHYM) | 13.0 | $47M | 1.9M | 25.17 | |
| Tecnoglass Ord Shs (TGLS) | 11.8 | $43M | 846k | 50.32 | |
| Ncino (NCNO) | 11.3 | $41M | 1.6M | 25.64 | |
| Advanced Drain Sys Inc Del (WMS) | 7.2 | $26M | 179k | 144.83 | |
| Sensient Technologies Corporation (SXT) | 5.3 | $19M | 205k | 93.95 | |
| Ecovyst (ECVT) | 4.9 | $18M | 1.8M | 9.73 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $1.4M | 22k | 64.31 | |
| Proficient Auto Logistics In (PAL) | 0.3 | $1.1M | 116k | 9.64 | |
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $61k | 1.0k | 60.89 | |
| Goosehead Ins Com Cl A (GSHD) | 0.0 | $7.4k | 100.00 | 73.65 |
