Q4 2024 · 13F-HR
Crow's Nest Holdings LPholdings as filed
Filed 2025-02-14 · accession 0001493152-25-006766
$474.0M
Reported value
9
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $120.7M | 25.5% | 550,000 | Common | SOLE |
| 546347105 | LPX | LOUISIANA PAC CORP | $83.4M | 17.6% | 805,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $55.8M | 11.8% | 44,000 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $53.8M | 11.4% | 310,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $39.0M | 8.24% | 205,000 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION | $38.9M | 8.21% | 420,000 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $35.9M | 7.58% | 150,000 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $35.2M | 7.43% | 75,000 | Common | SOLE |
| G3075P101 | ESGRUSD | ENSTAR GROUP LIMITED | $11.3M | 2.38% | 35,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.