Manager activity
Estuary Capital Management LP
New
11
Add
6
Reduce
4
Exit
12
33 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| DG | New | +6.42 pp | opened 6.4% | Q1→Q2 |
| CACI | New | +6.34 pp | opened 6.3% | Q1→Q2 |
| CPNG | New | +6.23 pp | opened 6.2% | Q1→Q2 |
| DLTR | New | +6.21 pp | opened 6.2% | Q1→Q2 |
| MNRO | New | +4.34 pp | opened 4.3% | Q1→Q2 |
| BDX | New | +3.99 pp | opened 4.0% | Q1→Q2 |
| RELY | New | +3.79 pp | opened 3.8% | Q1→Q2 |
| COO | New | +3.07 pp | opened 3.1% | Q1→Q2 |
| BX | New | +2.54 pp | opened 2.5% | Q1→Q2 |
| FLYW | New | +1.08 pp | opened 1.1% | Q1→Q2 |
| Bbb Foods | New | +0.98 pp | opened 0.98% | Q1→Q2 |
| CRDO | Exit | −6.47 pp | was 6.5% | Q1→Q2 |
| ORCL | Exit | −6.46 pp | was 6.5% | Q1→Q2 |
| COHR | Exit | −6.21 pp | was 6.2% | Q1→Q2 |
| LITE | Exit | −6.20 pp | was 6.2% | Q1→Q2 |
| AMD | Exit | −5.77 pp | was 5.8% | Q1→Q2 |
| NVDA | Exit | −5.52 pp | was 5.5% | Q1→Q2 |
| AVGO | Exit | −5.51 pp | was 5.5% | Q1→Q2 |
| DAVE | Exit | −3.44 pp | was 3.4% | Q1→Q2 |
| META | Exit | −3.38 pp | was 3.4% | Q1→Q2 |
| AMZN | Exit | −3.36 pp | was 3.4% | Q1→Q2 |
| ALAB | Exit | −3.14 pp | was 3.1% | Q1→Q2 |
| UHAL.B | Exit | −0.48 pp | was 0.48% | Q1→Q2 |
| MSFT | Add | +3.00 pp | +85.2% sh | Q1→Q2 |
| ICFI | Add | +1.72 pp | +19.1% sh | Q1→Q2 |
| GPN | Add | +1.43 pp | +15.9% sh | Q1→Q2 |
| KKR | Add | +0.93 pp | +26.9% sh | Q1→Q2 |
| ARES | Add | +0.56 pp | +5.7% sh | Q1→Q2 |
| OWL | Add | +0.17 pp | +5.7% sh | Q1→Q2 |
| HNGE | Reduce | +3.00 pp | −0.2% sh | Q1→Q2 |
| AAP | Reduce | +0.50 pp | −9.4% sh | Q1→Q2 |
| FA | Reduce | −0.20 pp | −47.2% sh | Q1→Q2 |
| FOXA | Reduce | −0.16 pp | −7.3% sh | Q1→Q2 |