Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Crow's Nest Holdings LP (CIK 1898772) reported $427.7M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($76.0M, 17.78%), ENSG ($62.0M, 14.50%), AMZN ($56.2M, 13.15%), LPX ($41.5M, 9.69%), GOOG ($36.8M, 8.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $76.0M | 17.78% | 225,000 | Trimmed |
| 2 | ENSG | ENSIGN GROUP INC | $62.0M | 14.50% | 307,708 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $56.2M | 13.15% | 270,000 | Trimmed |
| 4 | LPX | LOUISIANA PAC CORP | $41.5M | 9.69% | 570,000 | Trimmed |
| 5 | GOOG | ALPHABET INC | $36.8M | 8.61% | 128,333 | Added |
| 6 | META | META PLATFORMS INC | $36.6M | 8.56% | 64,000 | Added |
| 7 | FERG | FERGUSON ENTERPRISES INC | $28.2M | 6.60% | 121,000 | Trimmed |
| 8 | TDG | TRANSDIGM GROUP INC | $27.4M | 6.41% | 23,667 | Trimmed |
| 9 | SUNBELT RENTALS HOLDINGS INC | $24.3M | 5.67% | 372,633 | New | |
| 10 | TBBB | BBB FOODS INC | $19.5M | 4.55% | 550,000 | Added |
| 11 | MEDP | MEDPACE HLDGS INC | $19.2M | 4.49% | 40,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31