Crow's Nest Holdings as of March 31, 2024
Portfolio Holdings for Crow's Nest Holdings
Crow's Nest Holdings holds 10 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 19.8 | $103M | 570k | 180.38 | |
| Alphabet Cap Stk Cl C (GOOG) | 16.4 | $85M | 560k | 152.26 | |
| Workday Cl A (WDAY) | 12.3 | $64M | 235k | 272.75 | |
| Ferguson SHS | 11.8 | $61M | 280k | 218.43 | |
| Enstar Group SHS (ESGR) | 10.2 | $53M | 170k | 310.76 | |
| TransDigm Group Incorporated (TDG) | 9.3 | $48M | 39k | 1231.60 | |
| Progressive Corporation (PGR) | 8.8 | $46M | 220k | 206.82 | |
| Credit Acceptance (CACC) | 7.2 | $37M | 68k | 551.55 | |
| Mister Car Wash (MCW) | 4.1 | $21M | 2.8M | 7.75 | |
| Bbb Foods Cl A Com (TBBB) | 0.2 | $951k | 40k | 23.78 |
