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	$81,734 19.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare ENSG 1 stocks	$74,653 17.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX 1 stocks	$69,126 16.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$67,177 15.64% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$65,535 15.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$41,418 9.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$29,930 6.97% of portfolio	-	1	-	-	0 Calls 0 Puts

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