10 Best Stocks to Invest In According to Philip Timon's Owls Nest Partners
In this article, we will discuss the 10 best stocks to invest in according to Philip Timon's Owls Nest Partners based on Q1 holdings of the fund.
Founded in 2017, Owls Nest Partners is a Pennsylvania-based hedge fund manager specializing in deep, primary, fundamental research. The firm strategically constructs highly concentrated portfolios focused on U.S. publicly traded companies.
Philip Timon currently serves as a Portfolio Manager at Owls Nest Partners, leveraging his extensive experience from previous roles at ECG Management LLC, Endowment Capital Group, and Downtown Associates. Mr. Timon holds a Bachelor of Science in Entrepreneurial Management from The Wharton School, earned from 1982 to 1986.
Owls Nest Partners is a hedge fund managing discretionary assets totaling $389,460,474, as reported in their Form ADV filed on April 2024, for 6 clients. Their Q1 2024 13F filing indicated holdings of $377,570,759 in managed 13F securities, with a top 10 holdings concentration of 95.81%. The fund's largest position is in Progyny, Inc., with 1,442,323 shares held.
