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Owls Nest Partners Ia, LLC

CIK:0001845806
Hedge Fund
$422M AUM
18 holdings
Chadds Ford, PA, USA
Founded:2017
6 employees
Latest filing:Jun 30, 2025

Owls Nest Partners is a Pennsylvania-based hedge fund manager established in 2017. The firm specializes in providing investment advisory services to separately managed accounts and funds, focusing on small and mid-capitalization companies. It uses deep primary fundamental research to drive client outperformance.

Investment Strategy

The firm's investment strategy involves investing in quality small and mid-cap stocks when their businesses are misunderstood and undervalued. It conducts deep qualitative research supported by quantitative analysis.

Latest 13F Filing Activity

Owls Nest Partners Ia, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 18 equity positions with a total 13F market value of $422M. The fund increased holdings in Ncino Inc., Rxo Inc., Bancorp Inc. Del among other positions. Owls Nest Partners Ia, LLC reduced exposure to Hunt J B Trans SVCS Inc., Xometry Inc., Epam SYS Inc. among others.

Top Buys
N
NCNONCINO INC
+$33.4M
R
RXORXO INC
+$9.3M
T
TBBKBANCORP INC DEL
+$9.2M
E
ENSGENSIGN GROUP INC
+$7.4M
E
ECVTECOVYST INC
+$2.7M
Top Sells
J
JBHTHUNT J B TRANS SVCS INC
-$18.6M
X
XMTRXOMETRY INC
-$13.0M
E
EPAMEPAM SYS INC
-$9.4M
G
GSHDGOOSEHEAD INS INC
-$5.2M
T
TGLSTECNOGLASS INC
-$4.4M

Top Holdings

T
TBBKBANCORP INC DEL
+17.1%$72.1M
E
ENSGENSIGN GROUP INC
+14.8%$62.4M
G
GSHDGOOSEHEAD INS INC
+12.3%$52.0M
P
PCTYPAYLOCITY HLDG CORP
+11.2%$47.1M
E
EPAMEPAM SYS INC
+9.4%$39.9M

Equity Positions (18)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
BANCORP INC DEL17.07%$72.1M1,265,404$52.96$56.97+$9.2M
ENSIGN GROUP INC14.78%$62.4M404,635$89.21$154.26+$7.4M
GOOSEHEAD INS INC12.32%$52.0M492,911$60.79$105.51-$5.2M
PAYLOCITY HLDG CORP11.16%$47.1M259,994$164.77$181.19-$2.5M
EPAM SYS INC9.44%$39.9M225,517$233.10$176.82-$9.4M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+19.1%
NATIONAL COMMERCIAL BANKS
+17.1%
SERVICES-SKILLED NURSING CARE FACILITIES
+14.9%
INSURANCE AGENTS, BROKERS & SERVICE
+12.3%
SERVICES-COMPUTER PROGRAMMING SERVICES
+9.4%