Crow's Nest Holdings LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Crow's Nest Holdings LP reported 9 stock positions worth $480.1 million. Its top holding was Amazon.com (AMZN) at 17.0% of the portfolio, followed by Ensign (ENSG, 15.6%) and Louisiana-Pacific (LPX, 14.4%). Compared with Q2 2025, it opened 1 new position, sold out of 1 and reduced 8. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale Amazon.com (AMZN, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001898772
- Portfolio Value
- $480.1M (Q3 2025)
- SEC Filing
- 0001898772-25-000011 ↗ filed Nov 7, 2025
Holdings Value
Holdings 9 stocks · $480.1M
| AMZN Amazon.com Inc. | 17.03% | 372,250 | $81.7M | Reduce -19.1% |
| ENSG The Ensign Group Inc. | 15.55% | 432,100 | $74.7M | Reduce -1.8% |
| LPX Louisiana-Pacific Corp. | 14.40% | 778,100 | $69.1M | Reduce -1.8% |
| TSM Taiwan Semiconductor-SP ADR | 13.65% | 234,650 | $65.5M | New |
| FERG Ferguson Enterprises Inc. | 10.52% | 224,850 | $50.5M | Reduce -1.8% |
| TDG Transdigm Group Inc. | 8.63% | 31,425 | $41.4M | Reduce -10.2% |
| META Meta Platforms Inc. Class A | 8.26% | 54,000 | $39.7M | Reduce -1.8% |
| TRU Transunion | 6.23% | 357,250 | $29.9M | Reduce -7.0% |
| GOOG Alphabet Inc. Class C | 5.73% | 113,000 | $27.5M | Reduce -1.7% |
Portfolio Sells Q2 2025 → Q3 2025
| AMZN Amazon.com Inc. | Reduce -19.1% | 17.03% | −5.23 |
| PGR Progressive Corp. | Sold out | 0.00% | −4.12 |
| TDG Transdigm Group Inc. | Reduce -10.2% | 8.63% | −3.11 |
| TRU Transunion | Reduce -7.0% | 6.23% | −1.22 |
| META Meta Platforms Inc. Class A | Reduce -1.8% | 8.26% | −0.69 |
| LPX Louisiana-Pacific Corp. | Reduce -1.8% | 14.40% | −0.63 |
| FERG Ferguson Enterprises Inc. | Reduce -1.8% | 10.52% | −0.48 |
| ENSG The Ensign Group Inc. | Reduce -1.8% | 15.55% | +0.58 |
| GOOG Alphabet Inc. Class C | Reduce -1.7% | 5.73% | +1.23 |
Portfolio Buys Q2 2025 → Q3 2025
| TSM Taiwan Semiconductor-SP ADR | New | 13.65% | +13.65 |
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 |