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Crow's Nest Holdings LP
Crow's Nest Holdings LP is a hedge fund and investment adviser headquartered in Richmond, Virginia. Founded in 2021, the firm manages over $819 million in assets as of March 2025, with a small professional team of around four employees. The firm primarily serves pooled investment vehicles, such as hedge funds, and is focused on active equity portfolio management.
Investment Strategy
Crow's Nest Holdings LP primarily manages discretionary capital for pooled investment vehicles through a long/short equity strategy. The firm selects investments based on fundamental research, with significant holdings in U.S. large-cap equities across sectors such as technology, industrials, and healthcare. The top holdings include Amazon, Louisiana-Pacific, and Ensign Group, indicating a preference for liquid public companies. The fund aims to generate returns by identifying value and mispricings in the equity markets, and manages client capital with significant discretion.
Latest 13F Filing Activity
Crow's Nest Holdings LP filed their most recent 13F report on Jun 30, 2025 disclosing 9 equity positions with a total 13F market value of $453M. The fund increased holdings in Meta Platforms Inc., Ferguson Enterprises Inc., Ensign Group Inc. among other positions. Crow's Nest Holdings LP reduced exposure to Progressive Corp., Alphabet Inc., Louisiana Pac Corp. among others.
Top Holdings
Equity Positions (9)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 22.25% | $100.9M | 460,000 | $138.03 | $219.39 | +$6.4M |
L LPX | LOUISIANA PAC CORP | 15.03% | $68.1M | 792,500 | $107.46 | $85.99 | -$5.7M |
E ENSG | ENSIGN GROUP INC | 14.97% | $67.9M | 440,000 | $129.40 | $154.26 | +$10.9M |
T TDG | TRANSDIGM GROUP INC | 11.74% | $53.2M | 35,000 | $862.16 | $1520.64 | -$2.8M |
F FERG | FERGUSON ENTERPRISES INC | 11.00% | $49.9M | 229,000 | $173.57 | $217.75 | +$13.2M |
Industry Allocation
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