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	$102,816 19.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$85,265 16.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology WDAY 1 stocks	$64,096 12.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FERG 1 stocks	$61,051 11.78% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services ESGR 1 stocks	$52,829 10.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$48,032 9.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$45,500 8.78% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services CACC 1 stocks	$37,229 7.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical MCW 1 stocks	$21,312 4.11% of portfolio	-	1	-	-	0 Calls 0 Puts

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