Crow's Nest Holdings as of March 31, 2025
Portfolio Holdings for Crow's Nest Holdings
Crow's Nest Holdings holds 8 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 23.4 | $95M | 497k | 190.26 | |
| Louisiana-Pacific Corporation (LPX) | 18.3 | $74M | 803k | 91.98 | |
| Ensign (ENSG) | 14.1 | $57M | 440k | 129.40 | |
| TransDigm Group Incorporated (TDG) | 13.9 | $56M | 41k | 1383.29 | |
| Ferguson Enterprises Common Stock New (FERG) | 9.1 | $37M | 229k | 160.23 | |
| Transunion (TRU) | 7.5 | $30M | 366k | 82.99 | |
| Progressive Corporation (PGR) | 7.0 | $28M | 100k | 283.01 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.8 | $28M | 176k | 156.23 |
