Hedge Fund - Crow's Nest Holdings

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No. Security Ticker Shares Value Activity % Port History
1. AMZN 372,250 $81,734,933 -20% 17.03%
2. ENSG 432,100 $74,653,917 -2% 15.55%
3. LPX 778,100 $69,126,404 -2% 14.4%
4. TSM 234,650 $65,535,399 NEW 13.65%
5.
Ferguson Enterprises Inc
224,850 $50,496,813 -2% 10.52%