The Analysis of Crow's Nest Holdings LP's Holdings


Currently, Crow's Nest Holdings LP holds 9 types of securities in its portfolio with a total value $439.2M. In the most recent quarter, they have increased their positions in TBBB (+500.0K shares, valued at $16.7M); decreased their positions in AMZN (-42.3K shares, valued at $9.8M), ENSG (-47.1K shares, valued at $8.2M), N/A (-29.9K shares, valued at $6.6M); initiated new positions in TBBB (+500.0K shares, valued at $16.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AMZN AMAZON COM INC330.0K shares-11.35%2025-12-312026-02-17history
TSM TAIWAN SEMICONDUCTOR MFG LTD230.5K shares-1.77%2025-12-312026-02-17history
ENSG ENSIGN GROUP INC385.0K shares-10.90%2025-12-312026-02-17history
LPX LOUISIANA PAC CORP760.0K shares-2.33%2025-12-312026-02-17history
FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC195.0K shares-13.28%2025-12-312026-02-17history
TDG TRANSDIGM GROUP INC29.7K shares-5.41%2025-12-312026-02-17history
META META PLATFORMS INC51.1K shares-5.37%2025-12-312026-02-17history
ALPHABET INC ALPHABET INC99.2K shares-12.21%2025-12-312026-02-17history
Sponsored
TBBB BBB FOODS INC500.0K sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: Crow's Nest Holdings LP | TradeFomo