Crow's Nest Holdings LP

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Crow's Nest Holdings LP reported 9 stock positions worth $453.5 million. Its top holding was Amazon.com (AMZN) at 22.3% of the portfolio, followed by Louisiana-Pacific (LPX, 15.0%) and Ensign (ENSG, 15.0%). Compared with Q1 2025, it opened 1 new position, added to 1 and reduced 5. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale Louisiana-Pacific (LPX, shares −1%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001898772
Portfolio Value
$453.5M (Q2 2025)
SEC Filing
0001346554-25-000066 ↗ filed Aug 14, 2025

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 Q3 2024 Q4 2024: $474.0M Q4 2024 Q1 2025: $404.2M Q1 2025 Q2 2025: $453.5M $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 · $453.5M
AMZN Amazon.com Inc. 22.25% 460,000 $100.9M Reduce -7.4%
LPX Louisiana-Pacific Corp. 15.03% 792,500 $68.1M Reduce -1.3%
ENSG The Ensign Group Inc. 14.97% 440,000 $67.9M No change
TDG Transdigm Group Inc. 11.74% 35,000 $53.2M Reduce -13.6%
FERG Ferguson Enterprises Inc. 11.00% 229,000 $49.9M No change
META Meta Platforms Inc. Class A 8.95% 55,000 $40.6M New
TRU Transunion 7.45% 384,000 $33.8M Add +4.9%
GOOG Alphabet Inc. Class C 4.50% 115,000 $20.4M Reduce -34.7%
PGR Progressive Corp. 4.12% 70,000 $18.7M Reduce -30.0%

Portfolio Sells Q1 2025 → Q2 2025
LPX Louisiana-Pacific Corp. Reduce -1.3% 15.03% −3.23
PGR Progressive Corp. Reduce -30.0% 4.12% −2.88
GOOG Alphabet Inc. Class C Reduce -34.7% 4.50% −2.30
TDG Transdigm Group Inc. Reduce -13.6% 11.74% −2.12
AMZN Amazon.com Inc. Reduce -7.4% 22.25% −1.14

Portfolio Buys Q1 2025 → Q2 2025
META Meta Platforms Inc. Class A New 8.95% +8.95
TRU Transunion Add +4.9% 7.45% −0.06

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