Crow's Nest Holdings LP
Top Portfolio Positions
10 positions ·
$390,927,979 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
225,000 | $76,038,750 | 19.45% | |
| ENSG |
Ensign Group, Inc
Healthcare
|
307,708 | $62,003,162 | 15.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
270,000 | $56,232,900 | 14.38% | |
| LPX |
Louisiana-Pacific Corp
Industrials
|
570,000 | $41,467,500 | 10.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
64,000 | $36,616,320 | 9.37% | |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
121,000 | $28,224,460 | 7.22% | |
| TDG |
TransDigm Group INC
Industrials
|
23,667 | $27,429,106 | 7.02% | |
| SUNB |
Sunbelt Rentals Holdings, Inc.
Industrials
|
372,633 | $24,254,681 | 6.20% | |
| TBBB |
Bbb Foods Inc
Consumer Defensive
|
550,000 | $19,453,500 | 4.98% | |
| MEDP |
Medpace Holdings, Inc.
Healthcare
|
40,000 | $19,207,600 | 4.91% |
Portfolio Trend
18 quarters · across all stocks
Holdings in TBBB
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,453,500 | 550,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,695,000 | 500,000 | Shares | Sole | 2026-02-17 | |
| 2024-03-31 | $951,200 | 40,000 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||