Crow's Nest Holdings LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Crow's Nest Holdings LP disclosed 9 US equity positions worth $480.1m in its Q3 2025 13F filing. The largest position was AMZN at 17.0% of the reported book, followed by ENSG and LPX. Against the Q2 2025 filing, it opened 1 new position, added to 0 and reduced 8 among the top 9 holdings.
What did Crow's Nest Holdings LP own in Q3 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 17.0% | $81.7m | 372,250 | -19% | reduced |
| 2 | ENSG ENSIGN GROUP INC | Healthcare | 15.6% | $74.7m | 432,100 | -2% | reduced |
| 3 | LPX LOUISIANA PAC CORP | Industrials | 14.4% | $69.1m | 778,100 | -2% | reduced |
| 4 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 13.7% | $65.5m | 234,650 | – | new |
| 5 | FERG FERGUSON ENTERPRISES INC | Industrials | 10.5% | $50.5m | 224,850 | -2% | reduced |
| 6 | TDG TRANSDIGM GROUP INC | Industrials | 8.6% | $41.4m | 31,425 | -10% | reduced |
| 7 | META META PLATFORMS INC | Communication Services | 8.3% | $39.7m | 54,000 | -2% | reduced |
| 8 | TRU TRANSUNION | Financial Services | 6.2% | $29.9m | 357,250 | -7% | reduced |
| 9 | GOOG ALPHABET INC | Communication Services | 5.7% | $27.5m | 113,000 | -2% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.