13F HOLDINGS REPORT
Teca Partners, LP
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001839882-24-038901
Total Value
$142.8M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CCC INTELLIGENT SOLUTIONS HL | CCC | 2,319,023 | $25.6M | 17.95% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 134,836 | $24.7M | 17.28% |
| 3 | FORTUNE BRANDS INNOVATIONS I | FBIN | 259,504 | $23.2M | 16.27% |
| 4 | TJX COS INC NEW | 872540109 | 113,511 | $13.3M | 9.34% |
| 5 | ROSS STORES INC | ROST | 87,199 | $13.1M | 9.19% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 167,088 | $12.9M | 9.06% |
| 7 | PALO ALTO NETWORKS INC | PANW | 32,378 | $11.1M | 7.75% |
| 8 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 49,022 | $10.2M | 7.15% |
| 9 | FERGUSON ENTERPRISES INC | FERG | 25,523 | $5.1M | 3.55% |
| 10 | LPL FINL HLDGS INC | 50212V100 | 15,061 | $3.5M | 2.45% |