Institutional
Crow's Nest Holdings LP
CIK 0001898772
$427.7M
Reported AUM
11
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Crow's Nest Holdings LP · Q1 2026
AI · grounded in 13F
Crow's Nest Holdings LP established a new position in SUNB worth $24.25M. The fund also opened a new stake in MEDP valued at $19.21M. Additionally, the manager increased share counts for GOOG by 29.37% and META by 25.24%. These moves come alongside reductions in positions including FERG, which saw a 37.95% decrease in shares.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $415.17 | -6.69% | 104.85% | 285.24% | $76.0M | 17.78% | −5,500 | −2.4% |
| 2 | ENSG | ENSIGN GROUP INC | $170.30 | 3.66% | 11.92% | 102.25% | $62.0M | 14.50% | −77,292 | −20.1% |
| 3 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $56.2M | 13.15% | −60,000 | −18.2% |
| 4 | LPX | LOUISIANA PAC CORP | $70.60 | -0.97% | -21.90% | 36.24% | $41.5M | 9.69% | −190,000 | −25.0% |
| 5 | GOOG | ALPHABET INC | $365.76 | -0.95% | 109.82% | 172.71% | $36.8M | 8.61% | +29,133 | +29.4% |
| 6 | META | META PLATFORMS INC | $593.00 | -5.51% | -14.74% | 67.74% | $36.6M | 8.56% | +12,900 | +25.2% |
| 7 | FERG | FERGUSON ENTERPRISES INC | $229.58 | -0.44% | 10.91% | 81.16% | $28.2M | 6.60% | −74,000 | −37.9% |
| 8 | TDG | TRANSDIGM GROUP INC | $1238.74 | 0.87% | -9.69% | 132.48% | $27.4M | 6.41% | −6,058 | −20.4% |
| 9 | SUNB | SUNBELT RENTALS HOLDINGS INC | $79.36 | -2.37% | 6.62% | 3.70% | $24.3M | 5.67% | +372,633 | NEW |
| 10 | TBBB | BBB FOODS INC | $39.42 | 3.19% | 44.50% | 65.77% | $19.5M | 4.55% | +50,000 | +10.0% |
| 11 | MEDP | MEDPACE HLDGS INC | $454.25 | -0.97% | 53.20% | 158.18% | $19.2M | 4.49% | +40,000 | NEW |
Source: SEC EDGAR · accession 0001898772-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.