0001965005-24-000002.txt : 20240214 0001965005-24-000002.hdr.sgml : 20240214 20240214163405 ACCESSION NUMBER: 0001965005-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Estuary Capital Management LP CENTRAL INDEX KEY: 0001965005 ORGANIZATION NAME: IRS NUMBER: 873347881 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23923 FILM NUMBER: 24639260 BUSINESS ADDRESS: STREET 1: 308 WALKER AVENUE SOUTH CITY: WAYZATA STATE: MN ZIP: 55391 BUSINESS PHONE: 203-300-7866 MAIL ADDRESS: STREET 1: 308 WALKER AVENUE SOUTH CITY: WAYZATA STATE: MN ZIP: 55391 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001965005 XXXXXXXX 12-31-2023 12-31-2023 Estuary Capital Management LP

308 WALKER AVENUE SOUTH WAYZATA MN 55391

13F HOLDINGS REPORT 028-23923 N Jeffrey Annecchino 612-895-5515 Jeffrey Annecchino Wayzata MN 02-14-2024 0 18 165271636 false INFORMATION TABLE 2 xml.xml DAY ONE BIOPHARMACEUTICALS I COM 23954D109 12890297 882897 SH SOLE 882897 0 0 COCA COLA CONS INC COM 191098102 1932001 2081 SH SOLE 2081 0 0 QORVO INC COM 74736K101 13682115 121500 SH SOLE 121500 0 0 U HAUL HOLDING COMPANY COM SER N 023586506 1408800 20000 SH SOLE 20000 0 0 COUPANG INC COM 22266T109 15686912 968926 SH SOLE 968926 0 0 DOLLAR GEN CORP NEW COM 256677105 15807179 116272 SH SOLE 116272 0 0 GLOBAL PMTS INC COM 37940X102 9094724 71612 SH SOLE 71612 0 0 SYSCO CORP COM 871829107 11131776 152219 SH SOLE 152219 0 0 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 15703533 127671 SH SOLE 127671 0 0 SEAGATE TECHNOLOGIES HLDNGS PL ORD SHS G7997R103 7232803 84723 SH SOLE 84723 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 3937028 64320 SH SOLE 64320 0 0 DOLLAR TREE INC COM 256746108 15348503 108050 SH SOLE 108050 0 0 CELESTICA INC SUB VTG SHS 15101Q108 1009370 34473 SH SOLE 34473 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 2656534 9400 SH SOLE 9400 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 11011155 180422 SH SOLE 180422 0 0 CACI INTL INC CL A 127190304 12008405 37079 SH SOLE 37079 0 0 CLEAN HARBORS INC COM 184496107 11108609 63656 SH SOLE 63656 0 0 BLUE OWL CAPITAL INC COM CL A 09581B103 3621892 243080 SH SOLE 243080 0 0