13F HOLDINGS REPORT
Crow's Nest Holdings LP
Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001898772-25-000011
Total Value
$480.1M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 372,250 | $81.7M | 17.03% |
| 2 | ENSIGN GROUP INC | ENSG | 432,100 | $74.7M | 15.55% |
| 3 | LOUISIANA PAC CORP | LPX | 778,100 | $69.1M | 14.40% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 234,650 | $65.5M | 13.65% |
| 5 | FERGUSON ENTERPRISES INC | FERG | 224,850 | $50.5M | 10.52% |
| 6 | TRANSDIGM GROUP INC | TDG | 31,425 | $41.4M | 8.63% |
| 7 | META PLATFORMS INC | META | 54,000 | $39.7M | 8.26% |
| 8 | TRANSUNION | TRU | 357,250 | $29.9M | 6.23% |
| 9 | ALPHABET INC | GOOG | 113,000 | $27.5M | 5.73% |