Crow'S Nest Holdings LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $368 Million distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $94.6M, Louisiana Pacific Corp with a value of $73.8M, Ensign Group, Inc with a value of $56.9M, Trans Digm Group Inc with a value of $56M, and Trans Union with a value of $30.4M.

Examining the 13F form we can see an decrease of $52.7M in the current position value, from $420M to 368M.

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 $368 Million
Industrials: $160 Million
Consumer Cyclical: $94.6 Million
Healthcare: $56.9 Million
Financial Services: $28.3 Million
Communication Services: $27.5 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $368 Million
  • Prior Value $420 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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