ON

Owls Nest Partners IA, LLC

13F
Owls Nest Partners IA, LLC
Last update 2025-05-15 15 Stocks (1 new)
Value $414.00 Mil Turnover 10 %
Countries:
Top Holdings: TBBK(15.19%)GSHD(13.82%)ENSG(13.30%)PCTY(11.97%)EPAM(11.91%)
Summary Stock Picks Current Portfolio
Owls Nest Partners IA, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TBBK 		The Bancorp Inc
1,189,769
62,867.4
+27.64%
15.190
+3.29%
2.550
-10.78%
-5.38%
2,326.1
Banks
GSHD 		Goosehead Insurance Inc
484,544
57,205.3
-3.38%
13.820
-0.40%
1.930
-9.46%
+9.93%
2,795.2
Insurance
ENSG 		Ensign Group Inc
425,470
55,055.8
+12.80%
13.300
+1.51%
0.740
+14.69%
+11.49%
8,511.7
Healthcare Providers & Services
PCTY 		Paylocity Holding Corp
264,557
49,562.1
+0.20%
11.970
+0.02%
0.480
-6.74%
-4.48%
10,523.0
Software
EPAM 		EPAM Systems Inc
292,061
49,311.6
-0.30%
11.910
-0.05%
0.520
-17.25%
-27.05%
9,663.8
Software
TGLS 		Tecnoglass Inc
615,932
44,069.9
-14.41%
10.650
-1.82%
1.310
+15.30%
+7.07%
3,982.3
Building Materials
WMS 		Advanced Drainage Systems Inc
368,993
40,091.1
+91.84%
9.690
+4.64%
0.480
-3.59%
-6.97%
8,318.7
Construction
JBHT 		JB Hunt Transport Services Inc
246,770
36,509.6
-28.28%
8.820
-3.69%
0.250
-14.95%
-19.46%
13,554.9
Transportation
XMTR 		Xometry Inc
520,382
12,967.9
-34.46%
3.130
-2.59%
1.030
+19.44%
-23.51%
1,653.6
Industrial Products
IIIN 		Insteel Industries Inc
65,568
1,724.4
+687.79%
0.420
+0.37%
0.340
+25.13%
+30.36%
682.7
Industrial Products

Owls Nest Partners IA, LLC's Historical Top Holdings Breakdowns

Owls Nest Partners IA, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
WMS 		Advanced Drainage Systems Inc2025-03-31Add
+4.64%
●
105.29 ($116.57) 126.99
$107.22
-8.02%
Add 91.84%
368,993
176,645
JBHT 		JB Hunt Transport Services Inc2025-03-31Reduce
-3.69%
●
146.12 ($164.62) 186.55
$136.65
-16.99%
Reduce -28.28%
246,770
-97,315
TBBK 		The Bancorp Inc2025-03-31Add
+3.29%
●
49.74 ($55.52) 62.75
$49.80
-10.30%
Add 27.64%
1,189,769
257,620
XMTR 		Xometry Inc2025-03-31Reduce
-2.59%
●
23.04 ($31.41) 43.2
$32.63
3.88%
Reduce -34.46%
520,382
-273,629
TGLS 		Tecnoglass Inc2025-03-31Reduce
-1.82%
●
64.71 ($74.34) 86.26
$84.75
14.00%
Reduce -14.41%
615,932
-103,708
ENSG 		Ensign Group Inc2025-03-31Add
+1.51%
●
125.4 ($132.4) 148.86
$148.05
11.82%
Add 12.8%
425,470
48,276
GSHD 		Goosehead Insurance Inc2025-03-31Reduce
-0.40%
●
98.59 ($112.2) 123.84
$111.55
-0.58%
Reduce -3.38%
484,544
-16,931
ECVT 		Ecovyst Inc2025-03-31New Buy
+0.39%
●
6.2 ($7.4) 8.42
$7.43
0.41%
New holding
263,630
263,630
IIIN 		Insteel Industries Inc2025-03-31Add
+0.37%
●
24.04 ($27.76) 31.45
$35.17
26.69%
Add 687.79%
65,568
57,245
CLVT 		Clarivate PLC2025-03-31Sold Out
-0.36%
●
3.93 ($4.74) 5.66
$4.18
-11.81%
Sold Out
0
-316,520

Owls Nest Partners IA, LLC Total Holding History ($B)

To

Owls Nest Partners IA, LLC's Asset Allocation

To

Owls Nest Partners IA, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Owls Nest Partners IA, LLC's Hypothetical Growth since 2025-03-31

Owls Nest Partners IA, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Owls Nest Partners IA, LLC's Holdings Heat Map

Size field:

Owls Nest Partners IA, LLC's Holdings Bubble Chart

Owls Nest Partners IA, LLC News

  • 1

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