Crow's Nest Holdings LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Crow's Nest Holdings LP disclosed 11 US equity positions worth $427.7m in its Q1 2026 13F filing. The largest position was TSM at 17.8% of the reported book, followed by ENSG and AMZN.
What did Crow's Nest Holdings LP own in Q1 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 17.8% | $76.0m | 225,000 | – | |
| 2 | ENSG ENSIGN GROUP INC | Healthcare | 14.5% | $62.0m | 307,708 | – | |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 13.1% | $56.2m | 270,000 | – | |
| 4 | LPX LOUISIANA PAC CORP | Industrials | 9.7% | $41.5m | 570,000 | – | |
| 5 | GOOG ALPHABET INC | Communication Services | 8.6% | $36.8m | 128,333 | – | |
| 6 | META META PLATFORMS INC | Communication Services | 8.6% | $36.6m | 64,000 | – | |
| 7 | FERG FERGUSON ENTERPRISES INC | Industrials | 6.6% | $28.2m | 121,000 | – | |
| 8 | TDG TRANSDIGM GROUP INC | Industrials | 6.4% | $27.4m | 23,667 | – | |
| 9 | SUNB SUNBELT RENTALS HOLDINGS INC | Industrials | 5.7% | $24.3m | 372,633 | – | |
| 10 | TBBB BBB FOODS INC | Consumer Defensive | 4.5% | $19.5m | 550,000 | – | |
| 11 | MEDP MEDPACE HLDGS INC | Healthcare | 4.5% | $19.2m | 40,000 | – |
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.