Crow's Nest Holdings LP
11 holdingsFiling period: 2026-03-31Current AUM: $469.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 225.0K | $76.0M | $91.0M | 19.39% | -5,500 | 2026-03-31 |
| 2 | ENSG | ENSIGN GROUP INC | 307.7K | $62.0M | $54.8M | 11.68% | -77,292 | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 270.0K | $56.2M | $73.3M | 15.63% | -60,000 | 2026-03-31 |
| 4 | LPX | LOUISIANA PAC CORP | 570.0K | $41.5M | $41.3M | 8.80% | -190,000 | 2026-03-31 |
| 5 | GOOG | ALPHABET INC | 128.3K | $36.8M | $45.8M | 9.76% | +29.1K | 2026-03-31 |
| 6 | META | META PLATFORMS INC | 64.0K | $36.6M | $35.6M | 7.59% | +12.9K | 2026-03-31 |
| 7 | FERG | FERGUSON ENTERPRISES INC | 121.0K | $28.2M | $28.4M | 6.04% | -74,000 | 2026-03-31 |
| 8 | TDG | TRANSDIGM GROUP INC | 23.7K | $27.4M | $29.7M | 6.33% | -6,058 | 2026-03-31 |
| 9 | SUNB | SUNBELT RENTALS HOLDINGS INC | 372.6K | $24.3M | $26.8M | 5.71% | -- | 2026-03-31 |
| 10 | — | BBB FOODS INC | 550.0K | $19.5M | $19.5M | 4.15% | +50.0K | 2026-03-31 |
| 11 | MEDP | MEDPACE HLDGS INC | 40.0K | $19.2M | $23.1M | 4.92% | -- | 2026-03-31 |
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