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	$106,287 23.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology WDAY 1 stocks	$60,361 13.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FERG 1 stocks	$54,125 12.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services ESGR 1 stocks	$51,969 11.68% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$51,357 11.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$45,696 10.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$40,244 9.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services CACC 1 stocks	$34,740 7.81% of portfolio	-	-	-	-	0 Calls 0 Puts

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