Hedge Fund - Crow's Nest Holdings

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No. Security Ticker Shares Value Activity % Port History
1. AMZN 460,000 $100,919,400 -8% 22.25%
2. LPX 792,500 $68,147,075 -2% 15.03%
3. ENSG 440,000 $67,874,400 14.97%
4. TDG 35,000 $53,222,400 -14% 11.74%
5.
Ferguson Enterprises Inc
229,000 $49,864,750 11%