Owls Nest Partners Company Writeups

Xometry (XTMR)
Jan 5, 2022 16 min read
Repay Holdings (RPAY)
Jun 21, 2021 13 min read
Armstrong World Industries (AWI)
Concentrated Equities Concentrated Long Only

Armstrong World Industries (AWI)

Dec 1, 2020 11 min read
Interactive Brokers Group Inc. (IBKR)
Concentrated Equities Concentrated Long Only

Interactive Brokers Group Inc. (IBKR)

Jul 23, 2020 11 min read
Progyny, Inc. (PGNY)
Jul 23, 2020 13 min read
Goosehead Insurance Inc. (GSHD)
Concentrated Equities Concentrated Long Only

Goosehead Insurance Inc. (GSHD)

Aug 12, 2019 18 min read
Ensign Group (ENSG)
Dec 10, 2018 9 min read
Floor & Decor Holdings (FND)
Concentrated Equities Concentrated Long Only

Floor & Decor Holdings (FND)

Dec 10, 2018 9 min read