13F HOLDINGS REPORT
Crow's Nest Holdings LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001493152-24-045750
Total Value
$541.8M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 680,000 | $126.7M | 23.39% |
| 2 | LOUISIANA PAC CORP | LPX | 805,000 | $86.5M | 15.97% |
| 3 | TRANSDIGM GROUP INC | TDG | 44,000 | $62.8M | 11.59% |
| 4 | ENSTAR GROUP LIMITED | G3075P101 | 170,000 | $54.7M | 10.09% |
| 5 | FERGUSON ENTERPRISES INC | FERG | 265,000 | $52.6M | 9.71% |
| 6 | PROGRESSIVE CORP | 743315103 | 190,000 | $48.2M | 8.90% |
| 7 | TRANSUNION | TRU | 400,000 | $41.9M | 7.73% |
| 8 | WORKDAY INC | WDAY | 150,000 | $36.7M | 6.77% |
| 9 | ALPHABET INC | GOOG | 190,000 | $31.8M | 5.86% |