Filer Name: TECA PARTNERS, LP
CIK: 1910154
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 11
Portfolio Value: $0.16B

Teca Partners, Lp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
GWRE US GUIDEWIRE SOFTWARE INC 164,296 $28M 17.65% 21.8% -
CCCS US CCC INTELLIGENT SOLUTIONS HO 2,111,575 $25M 15.78% -8.9% -
LPLA US LPL FINANCIAL HOLDINGS INC 52,875 $17M 11.00% 251.1% -
FERG US FERGUSON ENTERPRISES INC 99,099 $17M 10.96% 288.3% -
FWONK US LIBERTY MEDIA CORP-LIB-NEW-C 167,088 $15M 9.86% - -
ROST US ROSS STORES INC 91,098 $14M 8.78% 4.5% -
PANW US PALO ALTO NETWORKS INC 64,756 $12M 7.51% 100.0% -
MSGS US MADISON SQUARE GARDEN SPORTS 49,022 $11M 7.05% - -
FBIN US FORTUNE BRANDS INNOVATIONS I 128,003 $9M 5.57% -50.7% -
TJX US TJX COMPANIES INC 66,511 $8M 5.12% -41.4% -
RTO US RENTOKIL INITIAL PLC-SP ADR 45,090 $1M 0.73% 100.0% -
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