Crow's Nest Holdings as of June 30, 2024
Portfolio Holdings for Crow's Nest Holdings
Crow's Nest Holdings holds 8 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 23.9 | $106M | 550k | 193.25 | |
| Workday Cl A (WDAY) | 13.6 | $60M | 270k | 223.56 | |
| Ferguson SHS | 12.2 | $54M | 280k | 193.65 | |
| Enstar Group SHS (ESGR) | 11.7 | $52M | 170k | 305.70 | |
| Alphabet Cap Stk Cl C (GOOG) | 11.5 | $51M | 280k | 183.42 | |
| Progressive Corporation (PGR) | 10.3 | $46M | 220k | 207.71 | |
| TransDigm Group Incorporated (TDG) | 9.0 | $40M | 32k | 1277.61 | |
| Credit Acceptance (CACC) | 7.8 | $35M | 68k | 514.68 |
