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	$94,559 25.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX 1 stocks	$73,813 20.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare ENSG 1 stocks	$56,936 15.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$56,023 15.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$30,374 8.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$28,301 7.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$27,496 7.48% of portfolio	-	1	-	-	0 Calls 0 Puts

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