Crow'S Nest Holdings LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $420 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $121M, Louisiana Pacific Corp with a value of $83.4M, Trans Digm Group Inc with a value of $55.8M, Alphabet Inc. with a value of $39M, and Trans Union with a value of $38.9M.

Examining the 13F form we can see an decrease of $68.9M in the current position value, from $489M to 420M.

Crow'S Nest Holdings LP is based out at Richmond, VA

Below you can find more details about Crow'S Nest Holdings LP portfolio as well as his latest detailed transactions.

Portfolio value $420 Million
Industrials: $178 Million
Consumer Cyclical: $121 Million
Financial Services: $82.4 Million
Communication Services: $39 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $420 Million
  • Prior Value $489 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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