Teca Partners, LP
- SEC CIK
- 0001910154
- Latest filing
- Aug 13, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 10
- −1 vs. Q2 2024
- Portfolio value
- $142.8M
- −$750.1K (−0.5%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 2,319,023 | $25.6M | 17.9% | −42,160−1.8% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 134,836 | $24.7M | 17.3% | −52,946−28.2% | Reduced | History |
| FBINFortune Brands Innovations, Inc. | COM | 259,504 | $23.2M | 16.3% | +26,275+11.3% | Added | History |
| TJXTJX Companies Inc | Stock | 113,511 | $13.3M | 9.3% | 00.0% | Unchanged | History |
| ROSTRoss Stores, Inc. | COM | 87,199 | $13.1M | 9.2% | 00.0% | Unchanged | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 167,088 | $12.9M | 9.1% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 32,378 | $11.1M | 7.8% | +7,182+28.5% | Added | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 49,022 | $10.2M | 7.2% | −1,000−2.0% | Reduced | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 25,523 | $5.07M | 3.5% | +25,523 | New | History |
| LPLALPL Financial Holdings Inc. | COM | 15,061 | $3.50M | 2.5% | +15,061 | New | History |
Sold out since Q2 2024 (3)
Positions held at the end of Q2 2024 that are gone from this filing.