StockDriftsStockDriftsTop 10 Crow's Nest Holdings Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 17.78% | 225.0K | $76.0M | -2.39%(-5.50K) | $252.89(+59.89%) | 2026-03-31 | |
| ENSG | ENSIGN GROUP INC | 14.5% | 307.7K | $62.0M | -20.08%(-77.29K) | $131.13(+35.49%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 13.15% | 270.0K | $56.2M | -18.18%(-60.00K) | $148.73(+77.59%) | 2026-03-31 | |
| LPX | LOUISIANA PAC CORP | 9.69% | 570.0K | $41.5M | -25.00%(-190.00K) | $94.90(-26.38%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 8.61% | 128.3K | $36.8M | +29.37%(+29.13K) | $163.77(+140.17%) | 2026-03-31 | |
| META | META PLATFORMS INC | 8.56% | 64.0K | $36.6M | +25.24%(+12.90K) | $649.09(-5.37%) | 2026-03-31 | |
| FERG | FERGUSON ENTERPRISES INC | 6.6% | 121.0K | $28.2M | -37.95%(-74.00K) | $120.14(+86.30%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 6.41% | 23.7K | $27.4M | -20.38%(-6.06K) | $840.38(+36.72%) | 2026-03-31 | |
| TBBB | BBB FOODS INC | 4.55% | 550.0K | $19.5M | +10.00%(+50.00K) | $30.56(+19.64%) | 2026-03-31 | |
| MEDP | MEDPACE HLDGS INC | 4.49% | 40.0K | $19.2M | new | $520.92(-20.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.08% | +68.85% |
| Top 20 Holdings Unweighted | +17.68% | +62.99% |
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