Crow'S Nest Holdings Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$427.7M
Q ending 2026-03-31
Prior quarter
$439.2M
Q ending 2025-12-31
Change
-2.6% QoQ · +5.8% YoY
Positions
11
reported holdings
Largest positions
All 11 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Taiwan Semiconductor Manufac | TSM | Shares | $76.0M | 225K |
| Ensign Group Inc | ENSG | Shares | $62.0M | 308K |
| Amazon Com Inc | AMZN | Shares | $56.2M | 270K |
| Louisiana Pac Corp | LPX | Shares | $41.5M | 570K |
| Alphabet Inc | GOOG | Shares | $36.8M | 128K |
| Meta Platforms Inc | META | Shares | $36.6M | 64K |
| Ferguson Enterprises Inc | FERG | Shares | $28.2M | 121K |
| Transdigm Group Inc | TDG | Shares | $27.4M | 24K |
| Sunbelt Rentals Holdings Inc | SUNB | Shares | $24.3M | 373K |
| Bbb Foods Inc | Shares | $19.5M | 550K | |
| Medpace Hldgs Inc | MEDP | Shares | $19.2M | 40K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.