13F HOLDINGS REPORT
Crow's Nest Holdings LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001346554-25-000066
Total Value
$453.5M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 460,000 | $100.9M | 22.25% |
| 2 | LOUISIANA PAC CORP | LPX | 792,500 | $68.1M | 15.03% |
| 3 | ENSIGN GROUP INC | ENSG | 440,000 | $67.9M | 14.97% |
| 4 | TRANSDIGM GROUP INC | TDG | 35,000 | $53.2M | 11.74% |
| 5 | FERGUSON ENTERPRISES INC | FERG | 229,000 | $49.9M | 11.00% |
| 6 | META PLATFORMS INC | META | 55,000 | $40.6M | 8.95% |
| 7 | TRANSUNION | TRU | 384,000 | $33.8M | 7.45% |
| 8 | ALPHABET INC | GOOG | 115,000 | $20.4M | 4.50% |
| 9 | PROGRESSIVE CORP | 743315103 | 70,000 | $18.7M | 4.12% |