13F HOLDINGS REPORT
Crow's Nest Holdings LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001493152-24-032044
Total Value
$444.8M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 550,000 | $106.3M | 23.90% |
| 2 | WORKDAY INC | WDAY | 270,000 | $60.4M | 13.57% |
| 3 | FERGUSON PLC NEW | G3421J106 | 279,500 | $54.1M | 12.17% |
| 4 | ENSTAR GROUP LIMITED | G3075P101 | 170,000 | $52.0M | 11.68% |
| 5 | ALPHABET INC | GOOG | 280,000 | $51.4M | 11.55% |
| 6 | PROGRESSIVE CORP | 743315103 | 220,000 | $45.7M | 10.27% |
| 7 | TRANSDIGM GROUP INC | TDG | 31,500 | $40.2M | 9.05% |
| 8 | CREDIT ACCEP CORP MICH | 225310101 | 67,500 | $34.7M | 7.81% |