Crow's Nest Holdings Lp Top Holdings and 13F Report (2024) About Crow's Nest Holdings LpInvestment ActivityCrow's Nest Holdings Lp has $541.82 million in total holdings as of September 30, 2024.Crow's Nest Holdings Lp owns shares of 9 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 41.17% of the portfolio was purchased this quarter.About 26.00% of the portfolio was sold this quarter.This quarter, Crow's Nest Holdings Lp has purchased 8 new stocks and bought additional shares in 2 stocks.Crow's Nest Holdings Lp sold shares of 3 stocks and completely divested from 2 stocks this quarter.Largest Holdings Amazon.com $126,704,400Louisiana-Pacific $86,505,300TransDigm Group $62,793,720Enstar Group $54,670,300FERGUSON ENTERPRISES INC $52,621,050 Largest New Holdings this Quarter Louisiana-Pacific $86,505,300 HoldingFERGUSON ENTERPRISES INC $52,621,050 HoldingTransUnion $41,880,000 Holding Largest Purchases this Quarter Louisiana-Pacific 805,000 shares (about $86.51M)FERGUSON ENTERPRISES INC 265,000 shares (about $52.62M)TransUnion 400,000 shares (about $41.88M)Amazon.com 130,000 shares (about $24.22M)TransDigm Group 12,500 shares (about $17.84M) Largest Sales this Quarter Workday 120,000 shares (about $29.33M)Alphabet 90,000 shares (about $15.05M)Progressive 30,000 shares (about $7.61M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrow's Nest Holdings Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$126,704,400$24,222,900 ▲23.6%680,00023.4%Retail/WholesaleLPXLouisiana-Pacific$86,505,300$86,505,300 ▲New Holding805,00016.0%ConstructionTDGTransDigm Group$62,793,720$17,839,125 ▲39.7%44,00011.6%AerospaceESGREnstar Group$54,670,3000.0%170,00010.1%FinanceFERGUSON ENTERPRISES INC$52,621,050$52,621,050 ▲New Holding265,0009.7%COMMON STOCK NEWPGRProgressive$48,214,400$7,612,800 ▼-13.6%190,0008.9%FinanceTRUTransUnion$41,880,000$41,880,000 ▲New Holding400,0007.7%Business ServicesWDAYWorkday$36,661,500$29,329,200 ▼-44.4%150,0006.8%Computer and TechnologyGOOGAlphabet$31,766,100$15,047,100 ▼-32.1%190,0005.9%Computer and TechnologyFERGFerguson$0$54,125,175 ▼-100.0%00.0%Industrial ProductsCACCCredit Acceptance$0$34,740,900 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
