CROW'S NEST HOLDINGS LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LPX | 570K | $41.47M |
 | TBBB | 550K | $19.45M |
 | SUNB | 373K | $24.25M |
 | ENSG | 308K | $62.00M |
 | AMZN | 270K | $56.23M |
 | TSM | 225K | $76.04M |
 | GOOG | 128K | $36.81M |
 | FERG | 121K | $28.22M |
 | META | 64K | $36.62M |
 | MEDP | 40K | $19.21M |
 | TDG | 24K | $27.43M |
Louisiana-Pacific Corporation
LPX
Shares Held
570K
Value
$41.47M
BBB Foods Inc.
TBBB
Shares Held
550K
Value
$19.45M
Sunbelt Rentals Holdings Inc
SUNB
Shares Held
373K
Value
$24.25M
The Ensign Group, Inc.
ENSG
Shares Held
308K
Value
$62.00M
Amazon.com, Inc.
AMZN
Shares Held
270K
Value
$56.23M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
225K
Value
$76.04M
Alphabet Inc.
GOOG
Shares Held
128K
Value
$36.81M
Ferguson plc
FERG
Shares Held
121K
Value
$28.22M
Meta Platforms, Inc.
META
Shares Held
64K
Value
$36.62M
Medpace Holdings, Inc.
MEDP
Shares Held
40K
Value
$19.21M
TransDigm Group Incorporated
TDG
Shares Held
24K
Value
$27.43M