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Teca Partners, LP

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13F filer, CIK 1910154, Austin, TX

Teca Partners, LP reported $175,287,037 across 12 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 94.47% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999371-26-003318

Period
2025-12-31
Reported value
$175M
Holdings
12
Top 10 weight
94.47%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FNDnew+197,991$12.1M
CMGnew+322,132$11.9M
GWREadded+20,000$4.02M
ELFadded+50,647$3.85M

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
ACHCexited-467,343-$11.6M
FBINexited-168,365-$8.99M
TMOreduced-7,750-$4.49M
LPLAreduced-6,953-$2.48M
FERGreduced-8,125-$1.81M

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, Q4 2025

Share positions as resolved from 13F-HR 0001999371-26-003318, largest first. % of portfolio is the value over $164,519,665, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,836 shares; 2024Q4: 164,296 shares; 2025Q1: 117,156 shares; 2025Q2: 106,156 shares; 2025Q3: 106,156 shares; 2025Q4: 126,156 shares 126,156$25.4M15.41%+20,000Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 468,209 shares; 2025Q3: 311,611 shares; 2025Q4: 311,611 shares 311,611$22.3M13.53%0Timeline
OPCHOPTION CARE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 385,153 shares; 2025Q2: 407,538 shares; 2025Q3: 614,208 shares; 2025Q4: 573,205 shares 573,205$18.3M11.1%-41,003Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,511 shares; 2024Q4: 66,511 shares; 2025Q1: 103,511 shares; 2025Q2: 79,229 shares; 2025Q3: 97,915 shares; 2025Q4: 97,915 shares 97,915$15M9.14%0Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,061 shares; 2024Q4: 52,875 shares; 2025Q1: 38,123 shares; 2025Q2: 26,774 shares; 2025Q3: 48,484 shares; 2025Q4: 41,531 shares 41,531$14.8M9.02%-6,953Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,199 shares; 2024Q4: 91,098 shares; 2025Q1: 163,831 shares; 2025Q2: 90,893 shares; 2025Q3: 72,448 shares; 2025Q4: 72,448 shares 72,448$13.1M7.93%0Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,523 shares; 2024Q4: 99,099 shares; 2025Q1: 72,764 shares; 2025Q2: 55,903 shares; 2025Q3: 64,028 shares; 2025Q4: 55,903 shares 55,903$12.4M7.56%-8,125Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 197,991 shares 197,991$12.1M7.33%newTimeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 322,132 shares 322,132$11.9M7.24%newTimeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,350 shares; 2025Q4: 17,600 shares 17,600$10.2M6.2%-7,750Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 199,964 shares; 2025Q2: not reported; 2025Q3: 69,065 shares; 2025Q4: 119,712 shares 119,712$9.1M5.53%+50,647Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
ACHCACADIA HEALTHCARE COMPANY IN Stockcall758,800$10.8Mnew

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ACHCACADIA HEALTHCARE COMPANY IN467,343$11.6Mshares
FBINFORTUNE BRANDS INNOVATIONS I168,365$8.99Mshares

How Q4 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 0001999371-26-003318 base2026-02-13acceptance time not in the bulk data set