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Teca Partners, LP

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13F filer, CIK 1910154, Austin, TX

Teca Partners, LP reported $139,457,875 across 10 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999371-25-006070

Period
2025-03-31
Reported value
$139M
Holdings
10
Top 10 weight
100%
New
3
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
OPCHnew+385,153$13.5M
ELFnew+199,964$12.6M
ROSTadded+72,733$9.29M
BILnew+72,348$6.64M
TJXadded+37,000$4.51M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FWONKexited-167,088-$15.5M
PANWexited-64,756-$11.8M
MSGSexited-49,022-$11.1M
GWREreduced-47,140-$8.83M
LPLAreduced-14,752-$4.83M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001999371-25-006070, largest first. % of portfolio is the value over $139,457,875, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,836 shares; 2024Q4: 164,296 shares; 2025Q1: 117,156 shares 117,156$22M15.74%-47,140Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,199 shares; 2024Q4: 91,098 shares; 2025Q1: 163,831 shares 163,831$20.9M15.01%+72,733Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319,023 shares; 2024Q4: 2,111,575 shares; 2025Q1: 1,825,316 shares 1,825,316$16.5M11.82%-286,259Timeline
OPCHOPTION CARE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 385,153 shares 385,153$13.5M9.65%newTimeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,511 shares; 2024Q4: 66,511 shares; 2025Q1: 103,511 shares 103,511$12.6M9.04%+37,000Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 199,964 shares 199,964$12.6M9%newTimeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,061 shares; 2024Q4: 52,875 shares; 2025Q1: 38,123 shares 38,123$12.5M8.94%-14,752Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,523 shares; 2024Q4: 99,099 shares; 2025Q1: 72,764 shares 72,764$11.7M8.36%-26,335Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,504 shares; 2024Q4: 128,003 shares; 2025Q1: 175,714 shares 175,714$10.7M7.67%+47,711Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,348 shares 72,348$6.64M4.76%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
FWONKLIBERTY MEDIA CORP DEL167,088$15.5Mshares
PANWPALO ALTO NETWORKS INC64,756$11.8Mshares
MSGSMADISON SQUARE GRDN SPRT COR49,022$11.1Mshares
RTORENTOKIL INITIAL PLC45,090$1.14Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001999371-25-006070 base2025-05-14acceptance time not in the bulk data set