13F Filings History of Crow's Nest Holdings LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$439,159,045
Signature - Title
Michael Weiss - Chief Compliance Officer
Location
Richmond, VA
Summary
This page shows a list of all the recent 13F filings made by Crow's Nest Holdings LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Crow's Nest Holdings LP reported 9 stock holdings with total value $439,159,045 as of Q4 2025. Top holdings included AMZN, TSM, ENSG, LPX, and FERG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 9 $439,159,045 +$16,695,000 -$65,761,222 -$49,066,222 AMZN, TSM, ENSG, LPX, FERG 13F-HR 17 Feb 2026, 13:52
Q3 2025 9 $480,074,320 +$65,535,399 -$49,698,171 +$15,837,228 AMZN, ENSG, LPX, TSM, FERG 13F-HR 07 Nov 2025, 09:11
Q2 2025 9 $453,495,025 +$42,178,950 -$36,167,440 +$6,011,510 AMZN, LPX, ENSG, TDG, FERG 13F-HR 14 Aug 2025, 12:03
Q1 2025 8 $404,196,905 +$56,936,000 -$97,777,755 -$40,841,755 AMZN, LPX, ENSG, TDG, FERG 13F-HR 15 May 2025, 11:44
Q4 2024 9 $473,990,420 +$93,727,000 -$170,864,400 -$77,137,400 AMZN, LPX, TDG, FERG, GOOG 13F-HR 14 Feb 2025, 14:18
Q3 2024 9 $541,816,770 +$223,068,375 -$140,855,175 +$82,213,200 AMZN, LPX, TDG, ESGR, FERGUSON ENTERPRISES INC 13F-HR 14 Nov 2024, 15:34
Q2 2024 8 $444,782,290 +$7,824,600 -$87,068,375 -$79,243,775 AMZN, WDAY, FERG, ESGR, GOOG 13F-HR 14 Aug 2024, 13:30
Q1 2024 10 $519,084,960 +$76,161,800 -$45,408,695 +$30,753,105 AMZN, GOOG, WDAY, FERG, ESGR 13F-HR 15 May 2024, 13:17
Q4 2023 9 $448,570,995 +$53,588,230 -$79,364,119 -$25,775,889 AMZN, WDAY, GOOG, TDG, FERG 13F-HR 14 Feb 2024, 06:07
Q3 2023 9 $393,219,264 +$10,837,688 -$17,227,342 -$6,389,654 AMZN, GOOG, WDAY, TDG, FERG 13F-HR 14 Nov 2023, 13:51
Q2 2023 9 $421,884,914 +$14,525,204 -$13,963,784 +$561,420 AMZN, WDAY, TDG, GOOG, FERG 13F-HR 14 Aug 2023, 13:44
Q1 2023 9 $362,264,790 +$48,075,714 -$31,825,335 +$16,250,379 WDAY, AMZN, GOOG, TDG, FERG 13F-HR 15 May 2023, 09:14
Q4 2022 8 $301,451,436 +$40,802,555 -$23,393,979 +$17,408,576 AMZN, WDAY, TDG, FERG, GOOG 13F-HR 14 Feb 2023, 08:18
Q3 2022 9 $276,076,000 +$50,486,053 -$18,164,296 +$32,321,757 AMZN, WDAY, TDG, MCW, GOOG 13F-HR 14 Nov 2022, 15:09
Q2 2022 7 $279,801,000 +$96,090,538 -$56,129,000 +$39,961,538 AMZN, TDG, WDAY, MCW, GOOG 13F-HR 15 Aug 2022, 14:41
Q1 2022 9 $396,375,000 +$298,036,514 -$7,086,000 +$290,950,514 WDAY, AMZN, TDG, MCW, GOOG 13F-HR 13 May 2022, 16:16
Q4 2021 10 $129,344,000 $0 $0 $0 MCW, TDG, WDAY, AMZN, FTCHF 13F-HR 14 Feb 2022, 10:27