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Teca Partners, LP

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13F filer, CIK 1910154, Austin, TX

Teca Partners, LP reported $143,229,890 across 11 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 94.67% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999371-25-011194

Period
2025-06-30
Reported value
$143M
Holdings
11
Top 10 weight
94.67%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VIKnew+468,209$25M
ACHCnew+444,512$10.1M
SGOVnew+76,000$7.65M
FBINadded+39,651$2.04M
BILadded+10,830$993K

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
CCCexited-1,825,316-$16.5M
ELFexited-199,964-$12.6M
ROSTreduced-72,938-$9.31M
LPLAreduced-11,349-$4.26M
FERGreduced-16,861-$3.67M

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, Q2 2025

Share positions as resolved from 13F-HR 0001999371-25-011194, largest first. % of portfolio is the value over $143,229,890, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,836 shares; 2024Q4: 164,296 shares; 2025Q1: 117,156 shares; 2025Q2: 106,156 shares 106,156$25M17.45%-11,000Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 468,209 shares 468,209$25M17.42%newTimeline
OPCHOPTION CARE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 385,153 shares; 2025Q2: 407,538 shares 407,538$13.2M9.24%+22,385Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,523 shares; 2024Q4: 99,099 shares; 2025Q1: 72,764 shares; 2025Q2: 55,903 shares 55,903$12.2M8.5%-16,861Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,199 shares; 2024Q4: 91,098 shares; 2025Q1: 163,831 shares; 2025Q2: 90,893 shares 90,893$11.6M8.1%-72,938Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,504 shares; 2024Q4: 128,003 shares; 2025Q1: 175,714 shares; 2025Q2: 215,365 shares 215,365$11.1M7.74%+39,651Timeline
ACHCACADIA HEALTHCARE COMPANY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 444,512 shares 444,512$10.1M7.04%newTimeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,061 shares; 2024Q4: 52,875 shares; 2025Q1: 38,123 shares; 2025Q2: 26,774 shares 26,774$10M7.01%-11,349Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,511 shares; 2024Q4: 66,511 shares; 2025Q1: 103,511 shares; 2025Q2: 79,229 shares 79,229$9.78M6.83%-24,282Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,000 shares 76,000$7.65M5.34%newTimeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,348 shares; 2025Q2: 83,178 shares 83,178$7.63M5.33%+10,830Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
CCCCCC INTELLIGENT SOLUTIONS HL1,825,316$16.5Mshares
ELFE L F BEAUTY INC199,964$12.6Mshares

How Q2 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 0001999371-25-011194 base2025-08-13acceptance time not in the bulk data set