Crow's Nest Holdings LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Crow's Nest Holdings LP reported 8 stock positions worth $404.2 million. Its top holding was Amazon.com (AMZN) at 23.4% of the portfolio, followed by Louisiana-Pacific (LPX, 18.3%) and Ensign (ENSG, 14.1%). Compared with Q4 2024, it opened 1 new position, sold out of 2 and reduced 7. The biggest buy was a new position in Ensign (ENSG) and the biggest sale an exit from Credit Acceptance (CACC).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001898772
- Portfolio Value
- $404.2M (Q1 2025)
- SEC Filing
- 0001898772-25-000003 ↗ filed May 15, 2025
Holdings Value
Holdings 8 stocks · $404.2M
| AMZN Amazon.com Inc. | 23.39% | 497,000 | $94.6M | Reduce -9.6% |
| LPX Louisiana-Pacific Corp. | 18.26% | 802,500 | $73.8M | Reduce -0.3% |
| ENSG The Ensign Group Inc. | 14.09% | 440,000 | $56.9M | New |
| TDG Transdigm Group Inc. | 13.86% | 40,500 | $56.0M | Reduce -8.0% |
| FERG Ferguson Enterprises Inc. | 9.08% | 229,000 | $36.7M | Reduce -26.1% |
| TRU Transunion | 7.51% | 366,000 | $30.4M | Reduce -12.9% |
| PGR Progressive Corp. | 7.00% | 100,000 | $28.3M | Reduce -33.3% |
| GOOG Alphabet Inc. Class C | 6.80% | 176,000 | $27.5M | Reduce -14.2% |
Portfolio Sells Q4 2024 → Q1 2025
| CACC Credit Acceptance Corp. | Sold out | 0.00% | −7.43 |
| ESGR Enstar Group Ltd. | Sold out | 0.00% | −2.38 |
| FERG Ferguson Enterprises Inc. | Reduce -26.1% | 9.08% | −2.27 |
| AMZN Amazon.com Inc. | Reduce -9.6% | 23.39% | −2.06 |
| GOOG Alphabet Inc. Class C | Reduce -14.2% | 6.80% | −1.43 |
| TRU Transunion | Reduce -12.9% | 7.51% | −0.70 |
| PGR Progressive Corp. | Reduce -33.3% | 7.00% | −0.58 |
| LPX Louisiana-Pacific Corp. | Reduce -0.3% | 18.26% | +0.68 |
| TDG Transdigm Group Inc. | Reduce -8.0% | 13.86% | +2.10 |
Portfolio Buys Q4 2024 → Q1 2025
| ENSG The Ensign Group Inc. | New | 14.09% | +14.09 |
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 |