Owls Nest Partners IA, LLC WMS — ADVANCED DRAIN SYS INC DEL

Ownership history in Owls Nest Partners IA, LLC  ·  6 quarters on record

AI Ownership Summary

Owls Nest Partners IA, LLC reported ADVANCED DRAIN SYS INC DEL (WMS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 12.68% in 2026 Q1. The latest visible filing shows WMS at 12.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Owls Nest Partners IA, LLC's position in ADVANCED DRAIN SYS INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WMS was reported at 12.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.68% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WMS stock page Owls Nest Partners IA, LLC fund profile Owls Nest Partners IA, LLC full holdings
How Owls Nest Partners IA, LLC held WMS — position size vs. price
% of Fund (quarterly)    WMS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 264,101 +84,799 +47.3% 12.68% $36.2M 2026-05-14 $139.89
2025 Q4 REDUCED 40.9% -5.2% ✅ 179,302 -124,233 -40.9% 7.19% $26.0M 2026-02-13 $170.55
2025 Q3 REDUCED 10.2% +7.3% ❌ 303,535 -34,513 -10.2% 11.70% $42.1M 2025-11-13 $147.85
2025 Q2 REDUCED 8.4% +20.3% ❌ 338,048 -30,945 -8.4% 9.19% $38.8M 2025-08-14 $138.61
2025 Q1 ADDED — — — 368,993 +176,645 +91.8% 9.69% $40.1M 2025-05-15 $116.78
2024 Q4 INITIATED — — — 192,348 — — 4.93% $22.2M 2025-02-14 $125.92

🏢 Other funds also holding WMS

As of 2026 Q1 — sorted by position size

Impactive Capital LP 3Y 8.52% ACK Asset Management LLC 3Y 7Y 6.68% Triodos Investment Management BV 3Y 7Y 5.57% Alpine Peaks Capital, LP 3Y 4.24% PRENTISS SMITH & CO INC 3Y 7Y 3.48% RIK SAYLOR FINANCIAL, INC. 2.39% EDENTREE ASSET MANAGEMENT Ltd 2.28% Impax Asset Management Group plc 3Y 7Y 1.84% Hill City Capital, LP 3Y 1.81% Pier Capital, LLC 3Y 7Y 1.44%

FAQ About Owls Nest Partners IA, LLC and WMS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Owls Nest Partners IA, LLC reported owning WMS?

Owls Nest Partners IA, LLC reported WMS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported WMS position in Owls Nest Partners IA, LLC's portfolio?

The largest reported portfolio weight for WMS was 12.68% in 2026 Q1.

What is the latest reported WMS position on this page?

The most recent filing on this page is 2026 Q1, when Owls Nest Partners IA, LLC reported 264,101 shares, equal to 12.68% of portfolio, with an estimated market value of $36.2M.

What does the chart on this WMS ownership page compare?

The chart compares Owls Nest Partners IA, LLC's quarterly WMS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Owls Nest Partners IA, LLC time their WMS position?

Based on 13F filing dates vs. subsequent WMS price moves, Owls Nest Partners IA, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on WMS relative to SPY over the holding period was -8.8%.

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