Crow's Nest Holdings LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Crow's Nest Holdings LP reported 9 stock positions worth $474.0 million. Its top holding was Amazon.com (AMZN) at 25.5% of the portfolio, followed by Louisiana-Pacific (LPX, 17.6%) and Transdigm (TDG, 11.8%). Compared with Q3 2024, it opened 2 new positions, sold out of 2, added to 2 and reduced 3. The biggest buy was a new position in Ferguson Enterprises (FERG) and the biggest sale an exit from Ferguson Enterprises.
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001898772
- Portfolio Value
- $474.0M (Q4 2024)
- SEC Filing
- 0001493152-25-006766 ↗ filed Feb 14, 2025
Holdings Value
Holdings 9 stocks · $474.0M
| AMZN Amazon.com Inc. | 25.46% | 550,000 | $120.7M | Reduce -19.1% |
| LPX Louisiana-Pacific Corp. | 17.59% | 805,000 | $83.4M | No change |
| TDG Transdigm Group Inc. | 11.76% | 44,000 | $55.8M | No change |
| FERG Ferguson Enterprises Inc. | 11.35% | 310,000 | $53.8M | New |
| GOOG Alphabet Inc. Class C | 8.24% | 205,000 | $39.0M | Add +7.9% |
| TRU Transunion | 8.21% | 420,000 | $38.9M | Add +5.0% |
| PGR Progressive Corp. | 7.58% | 150,000 | $35.9M | Reduce -21.1% |
| CACC Credit Acceptance Corp. | 7.43% | 75,000 | $35.2M | New |
| ESGR Enstar Group Ltd. | 2.38% | 35,000 | $11.3M | Reduce -79.4% |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $330.7M | TSM, AMZN, ENSG, GOOG, LPX |
| Q1 2026 | 11 | $427.7M | TSM, ENSG, AMZN, LPX, GOOG |
| Q4 2025 | 9 | $439.2M | AMZN, TSM, ENSG, LPX, FERG |
| Q3 2025 | 9 | $480.1M | AMZN, ENSG, LPX, TSM, FERG |
| Q2 2025 | 9 | $453.5M | AMZN, LPX, ENSG, TDG, FERG |
| Q1 2025 | 8 | $404.2M | AMZN, LPX, ENSG, TDG, FERG |
| Q4 2024 | 9 | $474.0M | AMZN, LPX, TDG, FERG, GOOG |
| Q3 2024 | 9 | $541.8M | AMZN, LPX, TDG, ESGR, FERGUSON ENTERPRISES INC |
| Q2 2024 | 8 | $444.8M | AMZN, WDAY, FERG, ESGR, GOOG |
| Q1 2024 | 10 | $519.1M | AMZN, GOOG, WDAY, FERG, ESGR |