Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Owls Nest Partners IA, LLC (CIK 1845806) reported $285.7M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TBBK ($58.8M, 20.58%), ENSG ($45.4M, 15.88%), TKR ($37.8M, 13.24%), WMS ($36.2M, 12.68%), TGLS ($36.1M, 12.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TBBK | BANCORP INC DEL | $58.8M | 20.58% | 1.1M | Added |
| 2 | ENSG | ENSIGN GROUP INC | $45.4M | 15.88% | 225,228 | Trimmed |
| 3 | TKR | TIMKEN CO | $37.8M | 13.24% | 376,117 | New |
| 4 | WMS | ADVANCED DRAIN SYS INC DEL | $36.2M | 12.68% | 264,101 | Added |
| 5 | TGLS | TECNOGLASS INC | $36.1M | 12.64% | 810,378 | Trimmed |
| 6 | SXT | SENSIENT TECHNOLOGIES CORP | $26.0M | 9.11% | 301,241 | Added |
| 7 | CRVL | CORVEL CORP | $19.0M | 6.66% | 348,329 | New |
| 8 | ECVT | ECOVYST INC | $17.7M | 6.19% | 1.4M | Trimmed |
| 9 | IIIN | INSTEEL INDS INC | $4.9M | 1.70% | 144,544 | New |
| 10 | ACCELERANT HOLDINGS | $2.8M | 0.98% | 209,707 | New | |
| 11 | IBKR | INTERACTIVE BROKERS GROUP IN | $838,375 | 0.29% | 12,500 | Trimmed |
| 12 | GSHD | GOOSEHEAD INS INC | $96,668 | 0.03% | 2,266 | Added |
| 13 | BEAT | HEARTBEAM INC | $30,556 | 0.01% | 25,046 | New |
| 14 | CHYM | CHIME FINL INC | $0 | 0.00% | 0 | Exited |
| 15 | EPAM | EPAM SYS INC | $0 | 0.00% | 0 | Exited |
| 16 | FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | Exited |
| 17 | NCNO | NCINO INC | $0 | 0.00% | 0 | Exited |
| 18 | PAL | PROFICIENT AUTO LOGISTICS IN | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31