Estuary Capital Management LP: ICFI position timeline

Estuary Capital Management LP held 539,069 ICFI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 539,069 shares

   Change vs previous 13F +86,266 shares

   6.66% of the 13F portfolio, value $39,276,567.

   13F-HR 0001965005-26-000005 filed by Estuary Capital Management LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 452,803 shares

   Change vs previous 13F +63,235 shares

   4.95% of the 13F portfolio, value $29,563,508.

   13F-HR 0001965005-26-000004 filed by Estuary Capital Management LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 389,568 shares

   Change vs previous 13F -121,422 shares

   5.91% of the 13F portfolio, value $33,230,150.

   13F-HR 0001965005-26-000002 filed by Estuary Capital Management LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 510,990 shares

   Change vs previous 13F +50,977 shares

   8.42% of the 13F portfolio, value $47,419,872.

   13F-HR 0001965005-25-000008 filed by Estuary Capital Management LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 460,013 shares

   Change vs previous 13F not available

   7.6% of the 13F portfolio, value $38,967,701.

   13F-HR 0001965005-25-000006 filed by Estuary Capital Management LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).