CROW'S NEST HOLDINGS LP

Thesis

Crow's Nest Holdings LP is an investment advisory firm founded in Q3 2021 and headquartered in Richmond, Virginia. Operating as a Delaware limited partnership, it manages pooled investment vehicles for institutional and sophisticated investors, with 99% of its focus on Hedge Funds. The firm employs a fundamental, research-intensive approach, identifying opportunities based on business and industry fundamentals with a long-term investment horizon. Their strategy involves determining intrinsic value and selecting securities trading at a significant discount or those with potential for above-average intrinsic value growth. They may also engage in short positions and utilize leverage. The investment strategies encompass small, mid, and large-capitalization companies, with a geographic scope including U.S.-based and European-based companies. Crow's Nest Holdings LP may also invest in private securities, including through special purpose vehicles. As of December 31, 2025, the firm reported regulatory assets under management (RAUM) of $636.55 million, with other reports indicating AUM figures around $819.26 million as of December 31, 2024. The firm's 13F portfolio value was reported at $427.74 million as of March 31, 2026, with 11 disclosed holdings. In Q1 2026, the firm initiated new positions in Sunbelt Rentals Holdings, Inc. and Medpace Holdings, Inc., while increasing holdings in Alphabet Inc., Meta Platforms, Inc., and BBB Foods Inc. They were a net seller of stock by approximately $-7.1 million in the first quarter of 2026.

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