Owls Nest Partners Ia, LLC Top Holdings and 13F Report (2025) About Owls Nest Partners Ia, LLCInvestment ActivityOwls Nest Partners Ia, LLC has $422.30 million in total holdings as of June 30, 2025.Owls Nest Partners Ia, LLC owns shares of 18 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 12.46% of the portfolio was purchased this quarter.About 14.31% of the portfolio was sold this quarter.This quarter, Owls Nest Partners Ia, LLC has purchased 15 new stocks and bought additional shares in 4 stocks.Owls Nest Partners Ia, LLC sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Bancorp $72,090,066The Ensign Group $62,418,995Goosehead Insurance $52,007,040Paylocity $47,108,313EPAM Systems $39,875,916 Largest New Holdings this Quarter 63947X101 - nCino $33,441,911 Holding74982T103 - RXO $9,287,345 Holding550021109 - lululemon athletica $1,057,231 Holding69380Q107 - PACS GROUP INC $323,000 Holding74317M104 - PROFICIENT AUTO LOGISTICS IN $271,357 Holding Largest Purchases this Quarter nCino 1,195,635 shares (about $33.44M)RXO 590,798 shares (about $9.29M)Bancorp 75,635 shares (about $4.31M)Ecovyst 257,941 shares (about $2.12M)lululemon athletica 4,450 shares (about $1.06M) Largest Sales this Quarter J.B. Hunt Transport Services 121,846 shares (about $17.50M)EPAM Systems 66,544 shares (about $11.77M)Tecnoglass 102,701 shares (about $7.94M)Advanced Drainage Systems 30,945 shares (about $3.55M)The Ensign Group 20,835 shares (about $3.21M) 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 PortfolioSectorTBBKBancorp$72,090,066$4,308,926 ▲6.4%1,265,40417.1%FinanceENSGThe Ensign Group$62,418,995$3,214,007 ▼-4.9%404,63514.8%MedicalGSHDGoosehead Insurance$52,007,040$882,802 ▲1.7%492,91112.3%FinancePCTYPaylocity$47,108,313$826,770 ▼-1.7%259,99411.2%Computer and TechnologyEPAMEPAM Systems$39,875,916$11,766,310 ▼-22.8%225,5179.4%Computer and TechnologyTGLSTecnoglass$39,703,550$7,944,949 ▼-16.7%513,2319.4%Retail/WholesaleWMSAdvanced Drainage Systems$38,828,193$3,554,343 ▼-8.4%338,0489.2%ConstructionNCNOnCino$33,441,911$33,441,911 ▲New Holding1,195,6357.9%Computer and TechnologyJBHTJ.B. Hunt Transport Services$17,939,086$17,497,085 ▼-49.4%124,9244.2%TransportationRXORXO$9,287,345$9,287,345 ▲New Holding590,7982.2%TransportationECVTEcovyst$4,292,529$2,122,854 ▲97.8%521,5711.0%Basic MaterialsSKINBeauty Health$2,167,1410.0%1,134,6290.5%MedicalIBKRInteractive Brokers Group$1,219,020$914,265 ▲300.0%22,0000.3%FinanceLULUlululemon athletica$1,057,231$1,057,231 ▲New Holding4,4500.3%Consumer DiscretionaryPACS GROUP INC$323,000$323,000 ▲New Holding25,0000.1%EQUITYPROFICIENT AUTO LOGISTICS IN$271,357$271,357 ▲New Holding37,3770.1%EQUITYIIINInsteel Industries$192,450$2,247,334 ▼-92.1%5,1720.0%IndustrialsFNDFloor & Decor$75,9600.0%1,0000.0%Retail/WholesaleXMTRXometry$0$12,967,919 ▼-100.0%00.0%IndustrialsAWIArmstrong World Industries$0$394,464 ▼-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. 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