Filed: 2/13/2025ACC: 0001839882-25-008943
📋 What this filing means
TECA PARTNERS, LP filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $156.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$156.96M
Total AUM (reported)
3.04M
Total Shares
Allocation by class
COM$112.08M71.4%
COMMON STOCK NEW$17.20M11.0%
COM LBTY ONE S C$15.48M9.9%
CL A$11.06M7.0%
SPONSORED ADR$1.14M0.7%
Portfolio Concentration
Top 3$69.73M44.4%
4–10$86.09M54.8%
11–25$1.14M0.7%
Top 3 weight
44.4%
Top 10 weight
99.3%
Voting Authority Distribution
Total shares with voting rights: 3.04M
Sole
Full voting authority
3.04M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
GUIDEWIRE SOFTWARE INC
SOLEShares164.30K
TypeSH
Market value$27.70M
17.65%
Sole
164.30K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares2.11M
TypeSH
Market value$24.77M
15.78%
Sole
2.11M
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares52.88K
TypeSH
Market value$17.26M
11.00%
Sole
52.88K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares99.10K
TypeSH
Market value$17.20M
10.96%
Sole
99.10K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares167.09K
TypeSH
Market value$15.48M
9.86%
Sole
167.09K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares91.10K
TypeSH
Market value$13.78M
8.78%
Sole
91.10K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares64.76K
TypeSH
Market value$11.78M
7.51%
Sole
64.76K
Shared
0.00
None
0.00
MADISON SQUARE GRDN SPRT COR
SOLEShares49.02K
TypeSH
Market value$11.06M
7.05%
Sole
49.02K
Shared
0.00
None
0.00
FORTUNE BRANDS INNOVATIONS I
SOLEShares128K
TypeSH
Market value$8.75M
5.57%
Sole
128K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares66.51K
TypeSH
Market value$8.04M
5.12%
Sole
66.51K
Shared
0.00
None
0.00
RENTOKIL INITIAL PLC
SOLEShares45.09K
TypeSH
Market value$1.14M
0.73%
Sole
45.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GUIDEWIRE SOFTWARE INCSOLE | COM | 164.30K | SH | $27.70M 17.65% | 164.30K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 2.11M | SH | $24.77M 15.78% | 2.11M | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 52.88K | SH | $17.26M 11.00% | 52.88K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 99.10K | SH | $17.20M 10.96% | 99.10K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 167.09K | SH | $15.48M 9.86% | 167.09K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 91.10K | SH | $13.78M 8.78% | 91.10K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 64.76K | SH | $11.78M 7.51% | 64.76K | 0.00 | 0.00 |
MADISON SQUARE GRDN SPRT CORSOLE | CL A | 49.02K | SH | $11.06M 7.05% | 49.02K | 0.00 | 0.00 |
FORTUNE BRANDS INNOVATIONS ISOLE | COM | 128K | SH | $8.75M 5.57% | 128K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 66.51K | SH | $8.04M 5.12% | 66.51K | 0.00 | 0.00 |
RENTOKIL INITIAL PLCSOLE | SPONSORED ADR | 45.09K | SH | $1.14M 0.73% | 45.09K | 0.00 | 0.00 |