# EDGAR Filing Document

**Accession Number:** 0001898772
**File Stem:** 0001869470-25-000010
**Filing Date:** 2025-8
**Character Count:** 8979
**Document Hash:** 7bc62522c693c7fb1b102ab4407c936d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001869470-25-000010.hdr.sgml**: 20250822

**ACCESSION NUMBER**: 0001869470-25-000010

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250822

**EFFECTIVENESS DATE**: 20250822

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Crow's Nest Holdings LP
- **CENTRAL INDEX KEY:** 0001898772

**ORGANIZATION NAME:**
- **EIN:** 862899436

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21961
- **FILM NUMBER:** 251244080

**BUSINESS ADDRESS:**
- **STREET 1:** 5820 PATTERSON AVENUE
- **STREET 2:** SUITE 202
- **CITY:** RICHMOND
- **STATE:** VA
- **ZIP:** 23226
- **BUSINESS PHONE:** 917-596-6689

**MAIL ADDRESS:**
- **STREET 1:** 5820 PATTERSON AVENUE
- **STREET 2:** SUITE 202
- **CITY:** RICHMOND
- **STATE:** VA
- **ZIP:** 23226

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001898772

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Crow's Nest Holdings LP

**Address:** 5820 Patterson Avenue, Richmond, VA 23226

**Telephone number:** 917-596-6689

**Name of agent for service:** Michael Weiss

**Agent Address:** 5820 Patterson Avenue, Richmond, VA 23226

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-21961

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                 | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                                                        | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| VAPOTHERM, INC.                | 922107305 | 09/19/2024     | To consider and vote on the proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Vapotherm's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. | SECTION 14A SAY-ON-PAY VOTES |         203119 |                0 | FOR         |                                   203119 | FOR                         |  |
| ENSTAR GROUP LIMITED           | G3075P101 | 11/06/2024     | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Enstar to its named executive officers in connection with the Mergers.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         170000 |                0 | AGAINST     |                                   170000 | AGAINST                     |  |
| FERGUSON ENTERPRISES INC.      | 31488V107 | 12/05/2024     | To approve, on an advisory basis, the fiscal 2024 compensation of the Company's Named Executive Officers.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         265000 |                0 | FOR         |                                   265000 | FOR                         |  |
| FERGUSON ENTERPRISES INC.      | 31488V107 | 12/05/2024     | To approve, on an advisory basis, the frequency of future shareholder advisory votes to approve the compensation of the Company's Named Executive Officers.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         265000 |                0 | 1 YEAR      |                                   265000 | FOR                         |  |
| TRANSDIGM GROUP INCORPORATED   | 893641100 | 03/06/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          44000 |                0 | FOR         |                                    44000 | FOR                         |  |
| ELEMENT FLEET MANAGEMENT CORP. | 286181201 | 05/02/2025     | To consider and, if thought advisable, to approve, a non-binding advisory resolution on the Corporation's approach to executive compensation as set out in the Corporation's management information circular delivered in advance of its 2025 Annual Meeting.                                           | SECTION 14A SAY-ON-PAY VOTES |        4050377 |                0 | FOR         |                                  4050377 | FOR                         |  |
| TRANSUNION                     | 89400J107 | 05/07/2025     | To approve, on a non-binding advisory basis, the compensation of TransUnion's named executive officers.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         390000 |                0 | FOR         |                                   390000 | FOR                         |  |
| LOUISIANA-PACIFIC CORPORATION  | 546347105 | 05/08/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         840000 |                0 | FOR         |                                   840000 | FOR                         |  |
| THE PROGRESSIVE CORPORATION    | 743315103 | 05/09/2025     | Cast an advisory vote to approve our executive compensation program.                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         110000 |                0 | FOR         |                                   110000 | FOR                         |  |
| THE ENSIGN GROUP, INC.         | 29358P101 | 05/15/2025     | Approval, on an advisory basis, of our named executive officers' compensation.                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         450000 |                0 | FOR         |                                   450000 | FOR                         |  |
| AMAZON.COM, INC.               | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         515000 |                0 | FOR         |                                   515000 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Crow's Nest Holdings LP

**By (Signature):** Michael Weiss

**By (Printed Signature):** Michael Weiss

**By (Title):** Chief Compliance Officer

**Date:** 08/22/2025