Crow's Nest Holdings as of March 31, 2026
Portfolio Holdings for Crow's Nest Holdings
Crow's Nest Holdings holds 11 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 17.8 | $76M | 225k | 337.95 | |
| Ensign (ENSG) | 14.5 | $62M | 308k | 201.50 | |
| Amazon (AMZN) | 13.1 | $56M | 270k | 208.27 | |
| Louisiana-Pacific Corporation (LPX) | 9.7 | $42M | 570k | 72.75 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.6 | $37M | 128k | 286.86 | |
| Meta Platforms Cl A (META) | 8.6 | $37M | 64k | 572.13 | |
| Ferguson Enterprises Common Stock New (FERG) | 6.6 | $28M | 121k | 233.26 | |
| TransDigm Group Incorporated (TDG) | 6.4 | $27M | 24k | 1158.96 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 5.7 | $24M | 373k | 65.09 | |
| Bbb Foods Cl A Com (TBBB) | 4.5 | $20M | 550k | 35.37 | |
| Medpace Hldgs (MEDP) | 4.5 | $19M | 40k | 480.19 |
