Latest Crow's Nest Holdings LP Stock Portfolio
$519Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About Crow's Nest Holdings LP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Crow's Nest Holdings LP reported an equity portfolio of $519.1 Millions as of 31 Mar, 2024.
The top stock holdings of Crow's Nest Holdings LP are AMZN, GOOG, WDAY. The fund has invested 19.8% of it's portfolio in AMAZON COM INC and 16.4% of portfolio in ALPHABET INC.
The fund managers got completely rid off DOCEBO INC (DCBO) stocks. They significantly reduced their stock positions in MISTER CAR WASH INC (MCW), TRANSDIGM GROUP INC (TDG) and CREDIT ACCEP CORP MICH (CACC). Crow's Nest Holdings LP opened new stock positions in PROGRESSIVE CORP (PGR) and BBB FOODS INC. The fund showed a lot of confidence in some stocks as they added substantially to ENSTAR GROUP LIMITED (ESGR), ALPHABET INC (GOOG) and AMAZON COM INC (AMZN).
The top stock holdings of Crow's Nest Holdings LP are AMZN, GOOG, WDAY. The fund has invested 19.8% of it's portfolio in AMAZON COM INC and 16.4% of portfolio in ALPHABET INC.
The fund managers got completely rid off DOCEBO INC (DCBO) stocks. They significantly reduced their stock positions in MISTER CAR WASH INC (MCW), TRANSDIGM GROUP INC (TDG) and CREDIT ACCEP CORP MICH (CACC). Crow's Nest Holdings LP opened new stock positions in PROGRESSIVE CORP (PGR) and BBB FOODS INC. The fund showed a lot of confidence in some stocks as they added substantially to ENSTAR GROUP LIMITED (ESGR), ALPHABET INC (GOOG) and AMAZON COM INC (AMZN).
New Buys
| Ticker | $ Bought |
|---|---|
| PROGRESSIVE CORP | 45,500,400 |
| BBB FOODS INC | 951,200 |
New stocks bought by Crow's Nest Holdings LP
Additions
| Ticker | % Inc. |
|---|---|
| ENSTAR GROUP LIMITED | 25.93 |
| ALPHABET INC | 21.74 |
| AMAZON COM INC | 3.64 |
Additions to existing portfolio by Crow's Nest Holdings LP
Reductions
| Ticker | % Reduced |
|---|---|
| MISTER CAR WASH INC | -31.25 |
| TRANSDIGM GROUP INC | -29.73 |
| CREDIT ACCEP CORP MICH | -26.63 |
Crow's Nest Holdings LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| DOCEBO INC | -1,886,820 |
Crow's Nest Holdings LP got rid off the above stocks
Current Stock Holdings of Crow's Nest Holdings LP
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 19.81 | 570,000 | 102,817,000 | ADDED | 3.64 | |
| CACC | CREDIT ACCEP CORP MICH | 7.17 | 67,500 | 37,229,600 | REDUCED | -26.63 | |
| DCBO | DOCEBO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ESGR | ENSTAR GROUP LIMITED | 10.18 | 170,000 | 52,829,200 | ADDED | 25.93 | |
| FERG | FERGUSON PLC NEW | 11.76 | 279,500 | 61,051,200 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 16.43 | 560,000 | 85,265,600 | ADDED | 21.74 | |
| MCW | MISTER CAR WASH INC | 4.11 | 2,750,000 | 21,312,500 | REDUCED | -31.25 | |
| PGR | PROGRESSIVE CORP | 8.77 | 220,000 | 45,500,400 | NEW | ||
| TDG | TRANSDIGM GROUP INC | 9.25 | 39,000 | 48,032,400 | REDUCED | -29.73 | |
| WDAY | WORKDAY INC | 12.35 | 235,000 | 64,096,200 | UNCHANGED | 0.00 | |
| BBB FOODS INC | 0.18 | 40,000 | 951,200 | NEW |