Crow's Nest Holdings as of Sept. 30, 2024
Portfolio Holdings for Crow's Nest Holdings
Crow's Nest Holdings holds 9 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 23.4 | $127M | 680k | 186.33 | |
| Louisiana-Pacific Corporation (LPX) | 16.0 | $87M | 805k | 107.46 | |
| TransDigm Group Incorporated (TDG) | 11.6 | $63M | 44k | 1427.13 | |
| Enstar Group SHS (ESGR) | 10.1 | $55M | 170k | 321.59 | |
| Ferguson Enterprises Common Stock New | 9.7 | $53M | 265k | 198.57 | |
| Progressive Corporation (PGR) | 8.9 | $48M | 190k | 253.76 | |
| Transunion (TRU) | 7.7 | $42M | 400k | 104.70 | |
| Workday Cl A (WDAY) | 6.8 | $37M | 150k | 244.41 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.9 | $32M | 190k | 167.19 |
