Q1 2025 · 13F-HR
Crow's Nest Holdings LPholdings as filed
Filed 2025-05-15 · accession 0001898772-25-000003
$404.2M
Reported value
8
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $94.6M | 23.4% | 497,000 | Common | SOLE |
| 546347105 | LPX | LOUISIANA PAC CORP | $73.8M | 18.3% | 802,500 | Common | SOLE |
| 29358P101 | ENSG | ENSIGN GROUP INC | $56.9M | 14.1% | 440,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $56.0M | 13.9% | 40,500 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $36.7M | 9.08% | 229,000 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION | $30.4M | 7.51% | 366,000 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $28.3M | 7.00% | 100,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $27.5M | 6.80% | 176,000 | 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.