CROW'S NEST HOLDINGS LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LPX | 760K | $61.38M |
 | TBBB | 500K | $16.70M |
 | ENSG | 385K | $67.07M |
 | AMZN | 330K | $76.17M |
 | TSM | 231K | $70.05M |
 | FERG | 195K | $43.41M |
 | GOOG | 99K | $31.13M |
 | META | 51K | $33.73M |
 | TDG | 30K | $39.53M |
Louisiana-Pacific Corporation
LPX
Shares Held
760K
Value
$61.38M
BBB Foods Inc.
TBBB
Shares Held
500K
Value
$16.70M
The Ensign Group, Inc.
ENSG
Shares Held
385K
Value
$67.07M
Amazon.com, Inc.
AMZN
Shares Held
330K
Value
$76.17M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
231K
Value
$70.05M
Ferguson plc
FERG
Shares Held
195K
Value
$43.41M
Alphabet Inc.
GOOG
Shares Held
99K
Value
$31.13M
Meta Platforms, Inc.
META
Shares Held
51K
Value
$33.73M
TransDigm Group Incorporated
TDG
Shares Held
30K
Value
$39.53M