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Teca Partners, LP

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13F filer, CIK 1910154, Austin, TX

Teca Partners, LP reported $145,043,960 across 10 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999371-26-010902

Period
2026-03-31
Reported value
$145M
Holdings
10
Top 10 weight
100%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TMOadded+14,339$7.05M
CMGadded+162,500$5.2M
OPCHadded+117,893$3.17M
LPLAadded+8,547$2.57M

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
FNDexited-197,991-$12.1M
TJXreduced-73,715-$11.8M
GWREreduced-67,057-$10M
ELFexited-119,712-$9.1M
ROSTreduced-18,022-$3.9M

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 2026

Share positions as resolved from 13F-HR 0001999371-26-010902, largest first. % of portfolio is the value over $125,305,139, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 468,209 shares; 2025Q3: 311,611 shares; 2025Q4: 311,611 shares; 2026Q1: 311,611 shares 311,611$22.9M18.27%0Timeline
OPCHOPTION CARE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 385,153 shares; 2025Q2: 407,538 shares; 2025Q3: 614,208 shares; 2025Q4: 573,205 shares; 2026Q1: 691,098 shares 691,098$18.6M14.85%+117,893Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,350 shares; 2025Q4: 17,600 shares; 2026Q1: 31,939 shares 31,939$15.7M12.53%+14,339Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 322,132 shares; 2026Q1: 484,632 shares 484,632$15.5M12.38%+162,500Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 50,078 shares 50,078$15.1M12.02%+8,547Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 55,872 shares 55,872$13M10.4%-31Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 54,426 shares 54,426$11.8M9.41%-18,022Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 59,099 shares 59,099$8.84M7.05%-67,057Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 24,200 shares 24,200$3.86M3.08%-73,715Timeline

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 Stockcall843,900$19.7M+85,100

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
FNDFLOOR & DECOR HLDGS INC197,991$12.1Mshares
ELFE L F BEAUTY INC119,712$9.1Mshares

How Q1 2026 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 0001999371-26-010902 base2026-05-15acceptance time not in the bulk data set