Cs
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Crow's Nest Holdings LP13F | |
| Crow's Nest Holdings LP | |
| Last update 2025-05-15 | 8 Stocks (1 new) |
| Value $404.00 Mil | Turnover 14 % |
Crow's Nest Holdings LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 497,000 | 94,559.2 | -9.64% | 23.390 | -2.45% | 0.000 | +23.92% | +2.87% | 2,396,004.6 | Retail - Cyclical | |
LPX | Louisiana-Pacific Corp | 802,500 | 73,813.9 | -0.31% | 18.260 | -0.05% | 1.150 | +5.15% | -11.64% | 6,330.5 | Construction | |
ENSG | Ensign Group Inc | 440,000 | 56,936.0 | New Holding | 14.090 | +14.09% | 0.770 | +12.21% | +9.80% | 8,379.5 | Healthcare Providers & Services | |
TDG | TransDigm Group Inc | 40,500 | 56,023.3 | -7.95% | 13.860 | -0.94% | 0.070 | +17.78% | +24.27% | 88,454.7 | Aerospace & Defense | |
FERG | Ferguson Enterprises Inc | 229,000 | 36,692.7 | -26.13% | 9.080 | -2.97% | 0.110 | +32.84% | +28.10% | 44,223.3 | Industrial Distribution | |
TRU | TransUnion | 366,000 | 30,374.3 | -12.86% | 7.510 | -1.06% | 0.190 | +23.35% | -0.39% | 17,970.7 | Capital Markets | |
PGR | Progressive Corp | 100,000 | 28,301.0 | -33.33% | 7.000 | -2.53% | 0.020 | -11.16% | +5.30% | 145,014.1 | Insurance | |
GOOG | Alphabet Inc | 176,000 | 27,496.5 | -14.15% | 6.800 | -1.17% | 0.000 | +13.35% | -3.78% | 2,210,009.2 | Interactive Media | |
CACC | Credit Acceptance Corp | 0 | 0 | Sold Out | 0.000 | -7.43% | 0.000 | +3.40% | +9.53% | 5,966.7 | Credit Services | |
ESGR | Enstar Group Ltd | 0 | 0 | Sold Out | 0.000 | -2.38% | 0.000 | +1.76% | +4.92% | 5,038.3 | Insurance |
Crow's Nest Holdings LP's Historical Top Holdings Breakdowns
Crow's Nest Holdings LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ENSG | Ensign Group Inc | 2025-03-31 | New Buy New Buy | +14.09% | 125.4 ($132.4) 148.86 | $145.75 | 10.08% | New holding | 440,000 | 440,000 | |
CACC | Credit Acceptance Corp | 2025-03-31 | Sold Out Sold Out | -7.43% | 440.44 ($494.63) 525.64 | $514.22 | 3.96% | Sold Out | 0 | -75,000 | |
FERG | Ferguson Enterprises Inc | 2025-03-31 | Reduce Reduce | -2.97% | 155.08 ($173.36) 185.81 | $220.36 | 27.11% | Reduce -26.13% | 229,000 | -81,000 | |
PGR | Progressive Corp | 2025-03-31 | Reduce Reduce | -2.53% | 235.61 ($261.55) 291.22 | $247.37 | -5.42% | Reduce -33.33% | 100,000 | -50,000 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -2.45% | 190.26 ($217) 242.06 | $225.69 | 4.00% | Reduce -9.64% | 497,000 | -53,000 | |
ESGR | Enstar Group Ltd | 2025-03-31 | Sold Out Sold Out | -2.38% | 324.4 ($329.72) 333.99 | $337.91 | 2.48% | Sold Out | 0 | -35,000 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -1.17% | 156.06 ($183.12) 207.71 | $182.81 | -0.17% | Reduce -14.15% | 176,000 | -29,000 | |
TRU | TransUnion | 2025-03-31 | Reduce Reduce | -1.06% | 80.45 ($91.34) 100.25 | $92.11 | 0.84% | Reduce -12.86% | 366,000 | -54,000 | |
TDG | TransDigm Group Inc | 2025-03-31 | Reduce Reduce | -0.94% | 1251.32 ($1333.33) 1394.11 | $1,574.85 | 18.11% | Reduce -7.95% | 40,500 | -3,500 | |
LPX | Louisiana-Pacific Corp | 2025-03-31 | Reduce Reduce | -0.05% | 89.37 ($104.37) 118.15 | $90.97 | -12.84% | Reduce -0.31% | 802,500 | -2,500 |
Crow's Nest Holdings LP Total Holding History ($B)
Crow's Nest Holdings LP's Asset Allocation
Crow's Nest Holdings LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Crow's Nest Holdings LP's Hypothetical Growth since 2025-03-31
Crow's Nest Holdings LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Crow's Nest Holdings LP's Holdings Heat Map
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Crow's Nest Holdings LP's Holdings Bubble Chart
Crow's Nest Holdings LP News
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