Owls Nest Partners IA, LLC — 13F holdings

Owls Nest Partners IA, LLC reported 17 holdings worth $308M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. TBBK BANCORP INC DEL — $60.6M (19.7%)
2. TKR TIMKEN CO — $48.6M (15.8%)
3. WMS ADVANCED DRAIN SYS INC DEL — $33.3M (10.8%)
4. TGLS TECNOGLASS HOLDINGS INC — $32.4M (10.5%)
5. CRVL CORVEL CORP — $25.5M (8.3%)
6. SXT SENSIENT TECHNOLOGIES CORP — $24.9M (8.1%)
7. UFPT UFP TECHNOLOGIES INC — $19.8M (6.4%)
8. LYTS LSI INDS INC OHIO — $19.4M (6.3%)
9. ENSG ENSIGN GROUP INC — $18.7M (6.1%)
10. ARX ACCELERANT HOLDINGS — $14.7M (4.8%)