Hedge Fund - Crow's Nest Holdings

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No. Security Ticker Shares Value Activity % Port History
1. AMZN 680,000 $126,704,400 +24% 23.38%
2. LPX 805,000 $86,505,300 NEW 15.96%
3. TDG 44,000 $62,793,720 +40% 11.58%
4. ESGR 170,000 $54,670,300 10.09%
5.
Ferguson Enterprises Inc
265,000 $52,621,050 NEW 9.71%