Crow'S Nest Holdings LP Portfolio Holdings by Sector

Crow'S Nest Holdings LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$100,919 25.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX 1 stocks	$68,147 16.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare ENSG 1 stocks	$67,874 16.82% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$60,993 15.11% of portfolio	1	1	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$53,222 13.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$33,792 8.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$18,680 4.63% of portfolio	-	1	-	-	0 Calls 0 Puts

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