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 | 330,000 | $76,170,600 | -12% | 17.34% | ||
| 2. | TSM | 230,500 | $70,046,645 | -2% | 15.95% | ||
| 3. | ENSG | 385,000 | $67,067,000 | -11% | 15.27% | ||
| 4. | LPX | 760,000 | $61,377,600 | -3% | 13.98% | ||
| 5. | Ferguson Enterprises Inc | 195,000 | $43,412,850 | -14% | 9.89% |
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