Estuary Capital Management LP activity
Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
11
Add
6
Reduce
4
Exit
12
33 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| DG | New | 0% to 6.4% | $38M | Q1→Q2 |
| CACI | New | 0% to 6.3% | $37M | Q1→Q2 |
| CPNG | New | 0% to 6.2% | $37M | Q1→Q2 |
| DLTR | New | 0% to 6.2% | $37M | Q1→Q2 |
| MNRO | New | 0% to 4.3% | $26M | Q1→Q2 |
| BDX | New | 0% to 4.0% | $23M | Q1→Q2 |
| RELY | New | 0% to 3.8% | $22M | Q1→Q2 |
| COO | New | 0% to 3.1% | $18M | Q1→Q2 |
| BX | New | 0% to 2.5% | $15M | Q1→Q2 |
| FLYW | New | 0% to 1.1% | $6.4M | Q1→Q2 |
| BBB Foods | New | 0% to 0.98% | $5.8M | Q1→Q2 |
| CRDO | Exit | 6.5% to 0% | $39M | Q1→Q2 |
| ORCL | Exit | 6.5% to 0% | $39M | Q1→Q2 |
| COHR | Exit | 6.2% to 0% | $37M | Q1→Q2 |
| LITE | Exit | 6.2% to 0% | $37M | Q1→Q2 |
| AMD | Exit | 5.8% to 0% | $35M | Q1→Q2 |
| NVDA | Exit | 5.5% to 0% | $33M | Q1→Q2 |
| AVGO | Exit | 5.5% to 0% | $33M | Q1→Q2 |
| DAVE | Exit | 3.4% to 0% | $21M | Q1→Q2 |
| META | Exit | 3.4% to 0% | $20M | Q1→Q2 |
| AMZN | Exit | 3.4% to 0% | $20M | Q1→Q2 |
| ALAB | Exit | 3.1% to 0% | $19M | Q1→Q2 |
| UHAL.B | Exit | 0.48% to 0% | $2.9M | Q1→Q2 |
| MSFT | Add | 3.4% to 6.4% | +85.2% sh | Q1→Q2 |
| ICFI | Add | 5.0% to 6.7% | +19.1% sh | Q1→Q2 |
| GPN | Add | 5.4% to 6.8% | +15.9% sh | Q1→Q2 |
| KKR | Add | 3.4% to 4.3% | +26.9% sh | Q1→Q2 |
| ARES | Add | 6.0% to 6.6% | +5.7% sh | Q1→Q2 |
| OWL | Add | 6.4% to 6.6% | +5.7% sh | Q1→Q2 |
| HNGE | Reduce | 2.5% to 5.5% | −0.2% sh | Q1→Q2 |
| AAP | Reduce | 6.0% to 6.5% | −9.4% sh | Q1→Q2 |
| FA | Reduce | 1.1% to 0.90% | −47.2% sh | Q1→Q2 |
| FOXA | Reduce | 5.0% to 4.8% | −7.3% sh | Q1→Q2 |