§ 13F · FUND PROFILE
Crow's Nest Holdings LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $480M (13F)Positions · 9Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$43M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 225K | $76M | 17.8% | −2% |
| 2 | ENSG | ENSIGN GROUP INC | 308K | $62M | 14.5% | −20% |
| 3 | AMZN | AMAZON COM INC | 270K | $56M | 13.1% | −18% |
| 4 | LPX | LOUISIANA PAC CORP | 570K | $41M | 9.7% | −25% |
| 5 | GOOG | ALPHABET INC | 128K | $37M | 8.6% | +29% |
| 6 | META | META PLATFORMS INC | 64K | $37M | 8.6% | +25% |
| 7 | FERG | FERGUSON ENTERPRISES INC | 121K | $28M | 6.6% | −38% |
| 8 | TDG | TRANSDIGM GROUP INC | 24K | $27M | 6.4% | −20% |
| 9 | SUNB | SUNBELT RENTALS HOLDINGS INC | 373K | $24M | 5.7% | NEW |
| 10 | TBBB | BBB FOODS INC | 550K | $19M | 4.5% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CROW'S SIGNAL
AC read
Crow's Nest Holdings LP is a Other fund managing $480 million in assets. The fund runs a focused portfolio of just 9 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed