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	$120,664 28.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX 1 stocks	$83,357 19.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$55,760 13.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$39,040 9.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$38,938 9.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$35,941 8.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services CACC 1 stocks	$35,209 8.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services ESGR 1 stocks	$11,271 2.68% of portfolio	-	1	-	-	0 Calls 0 Puts

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