Owls Nest Partners Ia, LLC Top Holdings and 13F Report (2025) About Owls Nest Partners Ia, LLCInvestment ActivityOwls Nest Partners Ia, LLC has $450.81 million in total holdings as of December 31, 2024.Owls Nest Partners Ia, LLC owns shares of 16 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 21.08% of the portfolio was purchased this quarter.About 21.55% of the portfolio was sold this quarter.This quarter, Owls Nest Partners Ia, LLC has purchased 16 new stocks and bought additional shares in 5 stocks.Owls Nest Partners Ia, LLC sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings EPAM Systems $68,496,868J.B. Hunt Transport Services $58,721,546Tecnoglass $57,081,845Goosehead Insurance $53,768,150Paylocity $52,666,463 Largest New Holdings this Quarter Advanced Drainage Systems $22,235,429 HoldingClarivate $1,607,922 HoldingInsteel Industries $224,804 HoldingDefinitive Healthcare $222,059 Holding Largest Purchases this Quarter J.B. Hunt Transport Services 175,047 shares (about $29.87M)Bancorp 474,185 shares (about $24.96M)Advanced Drainage Systems 192,348 shares (about $22.24M)EPAM Systems 52,486 shares (about $12.27M)Paylocity 15,118 shares (about $3.02M) Largest Sales this Quarter Xometry 401,656 shares (about $17.13M)Goosehead Insurance 131,843 shares (about $14.14M)Armstrong World Industries 12,729 shares (about $1.80M)Interactive Brokers Group 5,500 shares (about $971.69K)Beauty Health 423,641 shares (about $673.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOwls Nest Partners Ia, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEPAMEPAM Systems$68,496,868$12,272,277 ▲21.8%292,94715.2%Computer and TechnologyJBHTJ.B. Hunt Transport Services$58,721,546$29,873,521 ▲103.6%344,08513.0%TransportationTGLSTecnoglass$57,081,845$483,217 ▼-0.8%719,64012.7%Retail/WholesaleGSHDGoosehead Insurance$53,768,150$14,136,207 ▼-20.8%501,47511.9%FinancePCTYPaylocity$52,666,463$3,015,587 ▲6.1%264,03211.7%Computer and TechnologyENSGThe Ensign Group$50,113,995$620,058 ▲1.3%377,19411.1%MedicalTBBKBancorp$49,059,002$24,956,357 ▲103.5%932,14910.9%FinanceXMTRXometry$33,872,509$17,134,645 ▼-33.6%794,0117.5%Industrial ProductsWMSAdvanced Drainage Systems$22,235,429$22,235,429 ▲New Holding192,3484.9%ConstructionCLVTClarivate$1,607,922$1,607,922 ▲New Holding316,5200.4%Computer and TechnologySKINBeauty Health$1,270,052$673,589 ▼-34.7%798,7750.3%MedicalIBKRInteractive Brokers Group$971,685$971,685 ▼-50.0%5,5000.2%FinanceAWIArmstrong World Industries$395,724$1,798,990 ▼-82.0%2,8000.1%ConstructionIIINInsteel Industries$224,804$224,804 ▲New Holding8,3230.0%Industrial ProductsDHDefinitive Healthcare$222,059$222,059 ▲New Holding54,0290.0%Computer and TechnologyFNDFloor & Decor$99,700$49,850 ▼-33.3%1,0000.0%Retail/WholesaleMKTXMarketAxess$0$35,811,636 ▼-100.0%00.0%FinancePGNYProgyny$0$25,527,944 ▼-100.0%00.0%MedicalPAYSPaysign$0$349,424 ▼-100.0%00.0%Business ServicesJBIJanus International Group$0$202,200 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
