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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 $427,741,584 across 11 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 95.51% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001898772-26-000006

Period
2026-03-31
Reported value
$428M
Holdings
11
Top 10 weight
95.51%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SUNBnew+372,633$24.3M
MEDPnew+40,000$19.2M
GOOGadded+29,133$8.36M
METAadded+12,900$7.38M
TBBBadded+50,000$1.77M

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
FERGreduced-74,000-$17.3M
ENSGreduced-77,292-$15.6M
LPXreduced-190,000-$13.8M
AMZNreduced-60,000-$12.5M
TDGreduced-6,058-$7.02M

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 2026

Share positions as resolved from 13F-HR 0001898772-26-000006, largest first. % of portfolio is the value over $427,741,584, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 234,650 shares; 2025Q4: 230,500 shares; 2026Q1: 225,000 shares 225,000$76M17.78%-5,500Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 440,000 shares; 2025Q2: 440,000 shares; 2025Q3: 432,100 shares; 2025Q4: 385,000 shares; 2026Q1: 307,708 shares 307,708$62M14.5%-77,292Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680,000 shares; 2024Q4: 550,000 shares; 2025Q1: 497,000 shares; 2025Q2: 460,000 shares; 2025Q3: 372,250 shares; 2025Q4: 330,000 shares; 2026Q1: 270,000 shares 270,000$56.2M13.15%-60,000Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805,000 shares; 2024Q4: 805,000 shares; 2025Q1: 802,500 shares; 2025Q2: 792,500 shares; 2025Q3: 778,100 shares; 2025Q4: 760,000 shares; 2026Q1: 570,000 shares 570,000$41.5M9.69%-190,000Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,000 shares; 2024Q4: 205,000 shares; 2025Q1: 176,000 shares; 2025Q2: 115,000 shares; 2025Q3: 113,000 shares; 2025Q4: 99,200 shares; 2026Q1: 128,333 shares 128,333$36.8M8.61%+29,133Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,000 shares; 2025Q3: 54,000 shares; 2025Q4: 51,100 shares; 2026Q1: 64,000 shares 64,000$36.6M8.56%+12,900Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 310,000 shares; 2025Q1: 229,000 shares; 2025Q2: 229,000 shares; 2025Q3: 224,850 shares; 2025Q4: 195,000 shares; 2026Q1: 121,000 shares 121,000$28.2M6.6%-74,000Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,000 shares; 2024Q4: 44,000 shares; 2025Q1: 40,500 shares; 2025Q2: 35,000 shares; 2025Q3: 31,425 shares; 2025Q4: 29,725 shares; 2026Q1: 23,667 shares 23,667$27.4M6.41%-6,058Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 372,633 shares 372,633$24.3M5.67%newTimeline
TBBBBBB FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500,000 shares; 2026Q1: 550,000 shares 550,000$19.5M4.55%+50,000Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,000 shares 40,000$19.2M4.49%newTimeline

How Q1 2026 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 0001898772-26-000006 base2026-05-15acceptance time not in the bulk data set