Crow's Nest Holdings as of June 30, 2025
Portfolio Holdings for Crow's Nest Holdings
Crow's Nest Holdings holds 9 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 22.3 | $101M | 460k | 219.39 | |
| Louisiana-Pacific Corporation (LPX) | 15.0 | $68M | 793k | 85.99 | |
| Ensign (ENSG) | 15.0 | $68M | 440k | 154.26 | |
| TransDigm Group Incorporated (TDG) | 11.7 | $53M | 35k | 1520.64 | |
| Ferguson Enterprises Common Stock New (FERG) | 11.0 | $50M | 229k | 217.75 | |
| Meta Platforms Cl A (META) | 9.0 | $41M | 55k | 738.09 | |
| Transunion (TRU) | 7.5 | $34M | 384k | 88.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.5 | $20M | 115k | 177.39 | |
| Progressive Corporation (PGR) | 4.1 | $19M | 70k | 266.86 |
