Owls Nest Partners IA, LLC
CHADDS FORD PA · SEC CIK 0001845806
$3.08亿2026Q2 申报市值
17持仓数
96.7%前十大占比 · 第一大 19.7%
5 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TECNOGLASS INC 新建仓+$3,244.51万
UFPT 新建仓+$1,981.34万
LYTS 新建仓+$1,937.40万
ARX 加仓+$1,221.43万
CRVL 加仓+$371.01万
2026Q2 卖出最多 按季末市值估算
TGLS 清仓-$3,610.23万
ENSG 减仓-$1,738.68万
ECVT 减仓-$1,472.52万
SXT 减仓-$1,221.24万
WMS 减仓-$820.30万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TBBK | BANCORP INC DEL | $6,062.12万 | 19.67% | 967,771 | -126,684 | -11.6% | -$793.55万 | 减仓 |
| TKR | TIMKEN CO | $4,862.60万 | 15.78% | 334,613 | -41,504 | -11.0% | -$603.14万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $3,325.02万 | 10.79% | 211,839 | -52,262 | -19.8% | -$820.30万 | 减仓 |
| — | TECNOGLASS INC | $3,244.51万 | 10.53% | 693,124 | 693,124 | — | $3,244.51万 | 新建仓 |
| CRVL | CORVEL CORP | $2,548.76万 | 8.27% | 407,671 | 59,342 | 17.0% | $371.01万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $2,492.76万 | 8.09% | 202,187 | -99,054 | -32.9% | -$1,221.24万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $1,981.34万 | 6.43% | 74,731 | 74,731 | — | $1,981.34万 | 新建仓 |
| LYTS | LSI INDS INC OHIO | $1,937.40万 | 6.29% | 728,895 | 728,895 | — | $1,937.40万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $1,871.73万 | 6.07% | 116,764 | -108,464 | -48.2% | -$1,738.68万 | 减仓 |
| ARX | ACCELERANT HOLDINGS | $1,467.21万 | 4.76% | 1,251,884 | 1,042,177 | 497.0% | $1,221.43万 | 加仓 |
| IIIN | INSTEEL INDS INC | $498.08万 | 1.62% | 164,926 | 20,382 | 14.1% | $61.55万 | 加仓 |
| ECVT | ECOVYST INC | $238.95万 | 0.78% | 191,931 | -1,182,743 | -86.0% | -$1,472.52万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $108.80万 | 0.35% | 12,500 | 0 | 0.0% | — | 不变 |
| PESI | PERMA-FIX ENVIRONMENTAL SVCS | $80.82万 | 0.26% | 56,555 | 56,555 | — | $80.82万 | 新建仓 |
| PAL | PROFICIENT AUTO LOGISTICS IN | $77.66万 | 0.25% | 114,041 | -1,443 | -1.2% | -$9,827 | 重新持有 |
| ROCK | GIBRALTAR INDS INC | $22.55万 | 0.07% | 5,000 | 5,000 | — | $22.55万 | 新建仓 |
| GSHD | GOOSEHEAD INS INC | $4,850 | 0.00% | 100 | -2,166 | -95.6% | -$10.51万 | 减仓 |
| TGLS | TECNOGLASS INC | $0 | 0.00% | 0 | -810,378 | -100.0% | -$3,610.23万 | 清仓 |
| — | HEARTBEAM INC | $0 | 0.00% | 0 | -25,046 | -100.0% | -$3.06万 | 清仓 |