Estuary Capital Management LP

Position in MNRO — Monro, Inc.

CIK 1965005 WAYZATA, MN

Position in MNRO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$25,567,729

+$6,250,632 QoQ

Shares Held

1,494,315

+55.0% QoQ

Ownership

4.98%

of shares outstanding

% of Portfolio

4.34%

of 13F equity value

Holder Rank

of 180 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Estuary Capital Management LP holds $92,257,621 across 3 Auto Parts names. MNRO ranks #3 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAP	Advance Auto Parts Inc	613,717	$38,185,471
2	FOXF	Fox Factory Holding Corp	1,682,173	$28,504,421
3	MNRO	Monro, Inc. This page	1,494,315	$25,567,729

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,567,729	1,494,315	+55.0%	Shares	Sole	2026-08-14
2025-12-31	$19,317,097	963,927	-3.2%	Shares	Sole	2026-02-17
2025-09-30	$17,897,706	995,977	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.