Hedge Fund - Crow's Nest Holdings
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | AMZN | 550,000 | $120,664,500 | -20% | 25.45% | ||
| 2. | LPX | 805,000 | $83,357,750 | 17.58% | |||
| 3. | TDG | 44,000 | $55,760,320 | 11.76% | |||
| 4. | Ferguson Enterprises Inc | 310,000 | $53,806,700 | NEW | 11.35% | ||
| 5. | GOOGL | 205,000 | $39,040,200 | +8% | 8.23% |
