Crow's Nest Holdings LP
11 holdingsFiling period: 2026-06-30Current AUM: $328.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Mfg Ads Ltd Ads 1Ads Equals 5Ords | 185.0K | $88.3M | $78.6M | 23.97% | -40,000 | 2026-06-30 |
| 2 | AMZN | Amazon.com Inc | 175.0K | $41.7M | $46.0M | 14.01% | -95,000 | 2026-06-30 |
| 3 | ENSG | Ensign Group, Inc. (the) Cmn | 230.0K | $36.9M | $40.5M | 12.34% | -77,708 | 2026-06-30 |
| 4 | GOOG | Alphabet Inc | 84.5K | $29.9M | $28.4M | 8.66% | -43,833 | 2026-06-30 |
| 5 | LPX | Louisiana Pacif | 320.0K | $25.2M | $23.2M | 7.06% | -250,000 | 2026-06-30 |
| 6 | META | Meta Platforms Inc | 42.3K | $23.8M | $29.3M | 8.94% | -21,750 | 2026-06-30 |
| 7 | FERG | Ferguson Enterprises Inc | 76.0K | $18.0M | $17.3M | 5.26% | -45,000 | 2026-06-30 |
| 8 | TDG | Transdigm Group Inc | 13.2K | $17.6M | $15.1M | 4.60% | -10,467 | 2026-06-30 |
| 9 | SUNB | Sunbelt Rentals Holdings Inc | 225.0K | $16.8M | $17.3M | 5.28% | -147,633 | 2026-06-30 |
| 10 | — | Asml Holding N.V. New York Registry Shar | 8.3K | $16.6M | $16.6M | 5.06% | -- | 2026-06-30 |
| 11 | — | Bbb Foods Inc | 380.0K | $15.8M | $15.8M | 4.83% | -170,000 | 2026-06-30 |
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