Crow's Nest Holdings LP

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Crow's Nest Holdings LP reported 9 stock positions worth $541.8 million. Its top holding was Amazon.com (AMZN) at 23.4% of the portfolio, followed by Louisiana-Pacific (LPX, 16.0%) and Transdigm (TDG, 11.6%). Compared with Q2 2024, it opened 3 new positions, sold out of 2, added to 2 and reduced 3. The biggest buy was a new position in Louisiana-Pacific (LPX) and the biggest sale an exit from Ferguson Jersey (FERG).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001898772
Portfolio Value
$541.8M (Q3 2024)
SEC Filing
0001493152-24-045750 ↗ filed Nov 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $519.1M Q1 2024 Q2 2024: $444.8M Q2 2024 Q3 2024: $541.8M $541.8M Q3 2024 Q4 2024: $474.0M Q4 2024 Q1 2025: $404.2M Q1 2025 Q2 2025: $453.5M Q2 2025 Q3 2025: $480.1M Q3 2025 Q4 2025: $439.2M Q4 2025 Q1 2026: $427.7M Q1 2026 Q2 2026: $330.7M Q2 2026

Holdings 9 stocks · $541.8M
AMZN Amazon.com Inc. 23.39% 680,000 $126.7M Add +23.6%
LPX Louisiana-Pacific Corp. 15.97% 805,000 $86.5M New
TDG Transdigm Group Inc. 11.59% 44,000 $62.8M Add +39.7%
ESGR Enstar Group Ltd. 10.09% 170,000 $54.7M No change
FERGUSON ENTERPRISES INC 9.71% 265,000 $52.6M New
PGR Progressive Corp. 8.90% 190,000 $48.2M Reduce -13.6%
TRU Transunion 7.73% 400,000 $41.9M New
WDAY Workday Inc. Class A 6.77% 150,000 $36.7M Reduce -44.4%
GOOG Alphabet Inc. Class C 5.86% 190,000 $31.8M Reduce -32.1%

Portfolio Sells Q2 2024 → Q3 2024
FERG Ferguson Jersey Ltd. Sold out 0.00% −12.17
CACC Credit Acceptance Corp. Sold out 0.00% −7.81
WDAY Workday Inc. Class A Reduce -44.4% 6.77% −6.80
GOOG Alphabet Inc. Class C Reduce -32.1% 5.86% −5.68
PGR Progressive Corp. Reduce -13.6% 8.90% −1.38

Portfolio Buys Q2 2024 → Q3 2024
LPX Louisiana-Pacific Corp. New 15.97% +15.97
FERGUSON ENTERPRISES INC New 9.71% +9.71
TRU Transunion New 7.73% +7.73
TDG Transdigm Group Inc. Add +39.7% 11.59% +2.54
AMZN Amazon.com Inc. Add +23.6% 23.39% −0.51

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 11$330.7MTSM, AMZN, ENSG, GOOG, LPX
Q1 2026 11$427.7MTSM, ENSG, AMZN, LPX, GOOG
Q4 2025 9$439.2MAMZN, TSM, ENSG, LPX, FERG
Q3 2025 9$480.1MAMZN, ENSG, LPX, TSM, FERG
Q2 2025 9$453.5MAMZN, LPX, ENSG, TDG, FERG
Q1 2025 8$404.2MAMZN, LPX, ENSG, TDG, FERG
Q4 2024 9$474.0MAMZN, LPX, TDG, FERG, GOOG
Q3 2024 9$541.8MAMZN, LPX, TDG, ESGR, FERGUSON ENTERPRISES INC
Q2 2024 8$444.8MAMZN, WDAY, FERG, ESGR, GOOG
Q1 2024 10$519.1MAMZN, GOOG, WDAY, FERG, ESGR