Crow's Nest Holdings as of Dec. 31, 2024
Portfolio Holdings for Crow's Nest Holdings
Crow's Nest Holdings holds 9 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 25.5 | $121M | 550k | 219.39 | |
| Louisiana-Pacific Corporation (LPX) | 17.6 | $83M | 805k | 103.55 | |
| TransDigm Group Incorporated (TDG) | 11.8 | $56M | 44k | 1267.28 | |
| Ferguson Enterprises Common Stock New (FERG) | 11.4 | $54M | 310k | 173.57 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.2 | $39M | 205k | 190.44 | |
| Transunion (TRU) | 8.2 | $39M | 420k | 92.71 | |
| Progressive Corporation (PGR) | 7.6 | $36M | 150k | 239.61 | |
| Credit Acceptance (CACC) | 7.4 | $35M | 75k | 469.46 | |
| Enstar Group SHS (ESGR) | 2.4 | $11M | 35k | 322.05 |
