Skip to content
Disclosery

Teca Partners, LP

Follow

13F filer, CIK 1910154, Austin, TX

Teca Partners, LP reported $158,529,115 across 11 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 94.33% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999371-25-017683

Period
2025-09-30
Reported value
$159M
Holdings
11
Top 10 weight
94.33%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TMOnew+25,350$12.3M
ELFnew+69,065$9.15M
LPLAadded+21,710$7.22M
OPCHadded+206,670$5.74M
TJXadded+18,686$2.7M

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
VIKreduced-156,598-$9.73M
SGOVexited-76,000-$7.65M
BILexited-83,178-$7.63M
ROSTreduced-18,445-$2.81M
FBINreduced-47,000-$2.51M

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.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001999371-25-017683, largest first. % of portfolio is the value over $158,529,115, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,836 shares; 2024Q4: 164,296 shares; 2025Q1: 117,156 shares; 2025Q2: 106,156 shares; 2025Q3: 106,156 shares 106,156$24.4M15.39%0Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 468,209 shares; 2025Q3: 311,611 shares 311,611$19.4M12.22%-156,598Timeline
OPCHOPTION CARE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 385,153 shares; 2025Q2: 407,538 shares; 2025Q3: 614,208 shares 614,208$17.1M10.76%+206,670Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,061 shares; 2024Q4: 52,875 shares; 2025Q1: 38,123 shares; 2025Q2: 26,774 shares; 2025Q3: 48,484 shares 48,484$16.1M10.17%+21,710Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,523 shares; 2024Q4: 99,099 shares; 2025Q1: 72,764 shares; 2025Q2: 55,903 shares; 2025Q3: 64,028 shares 64,028$14.4M9.07%+8,125Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,511 shares; 2024Q4: 66,511 shares; 2025Q1: 103,511 shares; 2025Q2: 79,229 shares; 2025Q3: 97,915 shares 97,915$14.2M8.93%+18,686Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,350 shares 25,350$12.3M7.76%newTimeline
ACHCACADIA HEALTHCARE COMPANY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 444,512 shares; 2025Q3: 467,343 shares 467,343$11.6M7.3%+22,831Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,199 shares; 2024Q4: 91,098 shares; 2025Q1: 163,831 shares; 2025Q2: 90,893 shares; 2025Q3: 72,448 shares 72,448$11M6.96%-18,445Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 199,964 shares; 2025Q2: not reported; 2025Q3: 69,065 shares 69,065$9.15M5.77%newTimeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,504 shares; 2024Q4: 128,003 shares; 2025Q1: 175,714 shares; 2025Q2: 215,365 shares; 2025Q3: 168,365 shares 168,365$8.99M5.67%-47,000Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
SGOVISHARES TR76,000$7.65Mshares
BILSPDR SERIES TRUST83,178$7.63Mshares

How Q3 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 0001999371-25-017683 base2025-11-13acceptance time not in the bulk data set