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Michael Weiss

Crow's Nest Holdings Lp

Assets Managed
$427.742M
Holdings
11
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-2.59%(2Q avg: -5.56%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Crow's Nest Holdings Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 11 positions.

Assets under management

The assets under management (AUM) of Crow's Nest Holdings Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 427.742M in assets, with a quarterly growth rate of -2.59% and a 2-quarter average growth rate of -5.56%. The portfolio is managed by Michael Weiss, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -2.38%
17.78%
$76.039M
225,000 shares@ $337.95 avg price
ENSG
Ensign Group Inc The
Recent Activity
Decreased -20.07%
14.5%
$62.003M
307,708 shares@ $201.5 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -18.18%
13.15%
$56.233M
270,000 shares@ $208.27 avg price
LPX
Louisiana-pacific Corp
Recent Activity
Decreased -25%
9.7%
$41.468M
570,000 shares@ $72.75 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 29.37%
8.61%
$36.814M
128,333 shares@ $286.86 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 25.25%
8.57%
$36.616M
64,000 shares@ $572.13 avg price
FERG
Ferguson Enterprises Inc
Recent Activity
Decreased -37.94%
6.6%
$28.224M
121,000 shares@ $233.26 avg price
TDG
Transdigm Group Inc
Recent Activity
Decreased -20.38%
6.42%
$27.429M
23,667 shares@ $1158.96 avg price
SUNB
Sunbelt Rentals Holdings Inc
Recent Activity
New Position
5.68%
$24.255M
372,633 shares@ $65.1 avg price
TBBB
Bbb Foods Inc-class A
Recent Activity
Increased 10%
4.55%
$19.453M
550,000 shares@ $35.37 avg price

1-10 of 11