Hedge Fund - Crow's Nest Holdings

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No. Security Ticker Shares Value Activity % Port History
1. AMZN 497,000 $94,559,220 -10% 23.39%
2. LPX 802,500 $73,813,950 -1% 18.26%
3. ENSG 440,000 $56,936,000 NEW 14.09%
4. TDG 40,500 $56,023,245 -8% 13.86%
5.
Ferguson Enterprises Inc
229,000 $36,692,670 -27% 9.08%