Crow'S Nest Holdings LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $404 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $101M, Louisiana Pacific Corp with a value of $68.1M, Ensign Group, Inc with a value of $67.9M, Trans Digm Group Inc with a value of $53.2M, and Meta Platforms, Inc. with a value of $40.6M.

Examining the 13F form we can see an increase of $36.1M in the current position value, from $368M to 404M.

Crow'S Nest Holdings LP is based out at Richmond, VA

Below you can find more details about Crow'S Nest Holdings LP portfolio as well as his latest detailed transactions.

Portfolio value $404 Million
Industrials: $155 Million
Consumer Cyclical: $101 Million
Healthcare: $67.9 Million
Communication Services: $61 Million
Financial Services: $18.7 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $404 Million
  • Prior Value $368 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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