Crow's Nest Holdings as of Sept. 30, 2025
Portfolio Holdings for Crow's Nest Holdings
Crow's Nest Holdings holds 9 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 17.0 | $82M | 372k | 219.57 | |
| Ensign (ENSG) | 15.6 | $75M | 432k | 172.77 | |
| Louisiana-Pacific Corporation (LPX) | 14.4 | $69M | 778k | 88.84 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 13.7 | $66M | 235k | 279.29 | |
| Ferguson Enterprises Common Stock New (FERG) | 10.5 | $51M | 225k | 224.58 | |
| TransDigm Group Incorporated (TDG) | 8.6 | $41M | 31k | 1318.02 | |
| Meta Platforms Cl A (META) | 8.3 | $40M | 54k | 734.38 | |
| Transunion (TRU) | 6.2 | $30M | 357k | 83.78 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.7 | $28M | 113k | 243.55 |
