Crow's Nest Holdings LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Crow's Nest Holdings LP reported 11 stock positions worth $427.7 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 17.8% of the portfolio, followed by Ensign (ENSG, 14.5%) and Amazon.com (AMZN, 13.1%). Compared with Q4 2025, it opened 2 new positions, added to 3 and reduced 6. The biggest buy was a new position in Sunbelt Rentals (SUNB) and the biggest sale Louisiana-Pacific (LPX, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001898772
- Portfolio Value
- $427.7M (Q1 2026)
- SEC Filing
- 0001898772-26-000006 ↗ filed May 15, 2026
Holdings Value
Holdings 11 stocks · $427.7M
| TSM Taiwan Semiconductor-SP ADR | 17.78% | 225,000 | $76.0M | Reduce -2.4% |
| ENSG The Ensign Group Inc. | 14.50% | 307,708 | $62.0M | Reduce -20.1% |
| AMZN Amazon.com Inc. | 13.15% | 270,000 | $56.2M | Reduce -18.2% |
| LPX Louisiana-Pacific Corp. | 9.69% | 570,000 | $41.5M | Reduce -25.0% |
| GOOG Alphabet Inc. Class C | 8.61% | 128,333 | $36.8M | Add +29.4% |
| META Meta Platforms Inc. Class A | 8.56% | 64,000 | $36.6M | Add +25.2% |
| FERG Ferguson Enterprises Inc. | 6.60% | 121,000 | $28.2M | Reduce -38.0% |
| TDG Transdigm Group Inc. | 6.41% | 23,667 | $27.4M | Reduce -20.4% |
| SUNB Sunbelt Rentals Holdings Inc. | 5.67% | 372,633 | $24.3M | New |
| TBBB BBB Foods Inc. Class A | 4.55% | 550,000 | $19.5M | Add +10.0% |
| MEDP Medpace Holdings Inc. | 4.49% | 40,000 | $19.2M | New |
Portfolio Sells Q4 2025 → Q1 2026
| LPX Louisiana-Pacific Corp. | Reduce -25.0% | 9.69% | −4.28 |
| AMZN Amazon.com Inc. | Reduce -18.2% | 13.15% | −4.20 |
| FERG Ferguson Enterprises Inc. | Reduce -38.0% | 6.60% | −3.29 |
| TDG Transdigm Group Inc. | Reduce -20.4% | 6.41% | −2.59 |
| ENSG The Ensign Group Inc. | Reduce -20.1% | 14.50% | −0.78 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.4% | 17.78% | +1.83 |
Portfolio Buys Q4 2025 → Q1 2026
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 |