13F HOLDINGS REPORT
Crow's Nest Holdings LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001493152-24-019669
Total Value
$519.1M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 570,000 | $102.8M | 19.81% |
| 2 | ALPHABET INC | GOOG | 560,000 | $85.3M | 16.43% |
| 3 | WORKDAY INC | WDAY | 235,000 | $64.1M | 12.35% |
| 4 | FERGUSON PLC NEW | G3421J106 | 279,500 | $61.1M | 11.76% |
| 5 | ENSTAR GROUP LIMITED | G3075P101 | 170,000 | $52.8M | 10.18% |
| 6 | TRANSDIGM GROUP INC | TDG | 39,000 | $48.0M | 9.25% |
| 7 | PROGRESSIVE CORP | 743315103 | 220,000 | $45.5M | 8.77% |
| 8 | CREDIT ACCEP CORP MICH | 225310101 | 67,500 | $37.2M | 7.17% |
| 9 | MISTER CAR WASH INC | MCW | 2,750,000 | $21.3M | 4.11% |
| 10 | BBB FOODS INC | TBBB | 40,000 | $951,200 | 0.18% |