Crow's Nest Holdings as of Dec. 31, 2025
Portfolio Holdings for Crow's Nest Holdings
Crow's Nest Holdings holds 9 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 17.3 | $76M | 330k | 230.82 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 16.0 | $70M | 231k | 303.89 | |
| Ensign (ENSG) | 15.3 | $67M | 385k | 174.20 | |
| Louisiana-Pacific Corporation (LPX) | 14.0 | $61M | 760k | 80.76 | |
| Ferguson Enterprises Common Stock New (FERG) | 9.9 | $43M | 195k | 222.63 | |
| TransDigm Group Incorporated (TDG) | 9.0 | $40M | 30k | 1329.85 | |
| Meta Platforms Cl A (META) | 7.7 | $34M | 51k | 660.09 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.1 | $31M | 99k | 313.80 | |
| Bbb Foods Cl A Com (TBBB) | 3.8 | $17M | 500k | 33.39 |
