Crow'S Nest Holdings LP Portfolio Holdings

Crow'S Nest Holdings LP

  • $430 Million
  • Q3 2025

Crow'S Nest Holdings LP has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $430 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 $81.7M, Ensign Group, Inc with a value of $74.7M, Louisiana Pacific Corp with a value of $69.1M, Taiwan Semiconductor Manufacturing CO LTD with a value of $65.5M, and Trans Digm Group Inc with a value of $41.4M.

Examining the 13F form we can see an increase of $25.9M in the current position value, from $404M to 430M.

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 $430 Million
Industrials: $140 Million
Consumer Cyclical: $81.7 Million
Healthcare: $74.7 Million
Communication Services: $67.2 Million
Technology: $65.5 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 9
  • Current Value $430 Million
  • Prior Value $404 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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