| Filer Name: |
CROW'S NEST HOLDINGS LP |
| CIK: |
1898772 |
| Period: |
2024-12-31 |
| Filed At: |
2025-02-14 |
| Number of Holdings: |
9 |
| Portfolio Value: |
$0.47B |
Crow's Nest Holdings Lp Top Holdings
| Ticker |
Exchange |
Security |
Shares |
Value |
% of Portfolio |
Position Change |
Put/Call |
|
AMZN
|
US |
AMAZON.COM INC |
550,000 |
$121M |
25.46% |
-19.1%
|
- |
|
LPX
|
US |
LOUISIANA-PACIFIC CORP |
805,000 |
$83M |
17.59% |
-
|
- |
|
TDG
|
US |
TRANSDIGM GROUP INC |
44,000 |
$56M |
11.76% |
-
|
- |
|
FERG
|
US |
FERGUSON ENTERPRISES INC |
310,000 |
$54M |
11.35% |
100.0%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
205,000 |
$39M |
8.24% |
7.9%
|
- |
|
TRU
|
US |
TRANSUNION |
420,000 |
$39M |
8.21% |
5.0%
|
- |
|
PGR
|
US |
PROGRESSIVE CORP |
150,000 |
$36M |
7.58% |
-21.1%
|
- |
|
CACC
|
US |
CREDIT ACCEPTANCE CORP |
75,000 |
$35M |
7.43% |
100.0%
|
- |
|
ESGR
|
US |
ENSTAR GROUP LTD |
35,000 |
$11M |
2.38% |
-79.4%
|
- |