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Crow's Nest Holdings LP

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13F filer, CIK 1898772, RICHMOND, VA

Crow's Nest Holdings LP reported $404,196,905 across 8 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001898772-25-000003

Period
2025-03-31
Reported value
$404M
Holdings
8
Top 10 weight
100%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ENSGnew+440,000$56.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CACCexited-75,000-$35.2M
PGRreduced-50,000-$14.2M
FERGreduced-81,000-$13M
ENSTAR GROUP LIMITEDexited-35,000-$11.3M
AMZNreduced-53,000-$10.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001898772-25-000003, largest first. % of portfolio is the value over $404,196,905, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,000 shares; 2024Q4: 550,000 shares; 2025Q1: 497,000 shares 497,000$94.6M23.39%-53,000Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805,000 shares; 2024Q4: 805,000 shares; 2025Q1: 802,500 shares 802,500$73.8M18.26%-2,500Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 440,000 shares 440,000$56.9M14.09%newTimeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,000 shares; 2024Q4: 44,000 shares; 2025Q1: 40,500 shares 40,500$56M13.86%-3,500Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 310,000 shares; 2025Q1: 229,000 shares 229,000$36.7M9.08%-81,000Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 420,000 shares; 2025Q1: 366,000 shares 366,000$30.4M7.51%-54,000Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,000 shares; 2024Q4: 150,000 shares; 2025Q1: 100,000 shares 100,000$28.3M7%-50,000Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,000 shares; 2024Q4: 205,000 shares; 2025Q1: 176,000 shares 176,000$27.5M6.8%-29,000Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CACCCREDIT ACCEP CORP MICH75,000$35.2Mshares
ENSTAR GROUP LIMITEDENSTAR GROUP LIMITED35,000$11.3Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001898772-25-000003 base2025-05-15acceptance time not in the bulk data set