13F HOLDINGS REPORT
Crow's Nest Holdings LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001493152-25-006766
Total Value
$474.0M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 550,000 | $120.7M | 25.46% |
| 2 | LOUISIANA PAC CORP | LPX | 805,000 | $83.4M | 17.59% |
| 3 | TRANSDIGM GROUP INC | TDG | 44,000 | $55.8M | 11.76% |
| 4 | FERGUSON ENTERPRISES INC | FERG | 310,000 | $53.8M | 11.35% |
| 5 | ALPHABET INC | GOOG | 205,000 | $39.0M | 8.24% |
| 6 | TRANSUNION | TRU | 420,000 | $38.9M | 8.21% |
| 7 | PROGRESSIVE CORP | 743315103 | 150,000 | $35.9M | 7.58% |
| 8 | CREDIT ACCEP CORP MICH | 225310101 | 75,000 | $35.2M | 7.43% |
| 9 | ENSTAR GROUP LIMITED | G3075P101 | 35,000 | $11.3M | 2.38% |