HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AMAZON COM INC |
550,000 | -120,000 | $83,567 |
| AMZN | 550,000 | -120,000 | $83,567 |
| WORKDAY INC |
235,000 | -50,000 | $64,874 |
| WDAY | 235,000 | -50,000 | $64,874 |
| ALPHABET INC |
460,000 | -60,000 | $64,828 |
| GOOG | 460,000 | -60,000 | $64,828 |
| TRANSDIGM GROUP INC |
55,500 | -15,835 | $56,144 |
| TDG | 55,500 | -15,835 | $56,144 |
| FERGUSON PLC NEW |
279,500 | UNCH | $53,963 |
| FERG | 279,500 | UNCH | $53,963 |
| CREDIT ACCEP CORP MICH |
92,000 | +26,000 | $49,011 |
| CACC | 92,000 | +26,000 | $49,011 |
| ENSTAR GROUP LIMITED |
135,000 | +135,000 | $39,737 |
| ESGR | 135,000 | +135,000 | $39,737 |
| MISTER CAR WASH INC |
4,000,000 | -706,206 | $34,560 |
| MCW | 4,000,000 | -706,206 | $34,560 |
See Full List: All Stocks Held By Crow s Nest Holdings LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Crow s Nest Holdings LP
|
Size ($ in 1000's)
At 12/31/2023: $448,571 At 09/30/2023: $393,218 Crow s Nest Holdings LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Crow s Nest Holdings LP 13F filings. Link to 13F filings: SEC filings |
