13F HOLDINGS REPORT
Crow's Nest Holdings LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001898772-26-000004
Total Value
$439.2M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 330,000 | $76.2M | 17.34% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 230,500 | $70.0M | 15.95% |
| 3 | ENSIGN GROUP INC | ENSG | 385,000 | $67.1M | 15.27% |
| 4 | LOUISIANA PAC CORP | LPX | 760,000 | $61.4M | 13.98% |
| 5 | FERGUSON ENTERPRISES INC | FERG | 195,000 | $43.4M | 9.89% |
| 6 | TRANSDIGM GROUP INC | TDG | 29,725 | $39.5M | 9.00% |
| 7 | META PLATFORMS INC | META | 51,100 | $33.7M | 7.68% |
| 8 | ALPHABET INC | GOOG | 99,200 | $31.1M | 7.09% |
| 9 | BBB FOODS INC | TBBB | 500,000 | $16.7M | 3.80% |