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Crown Advisors Management, Inc.

CIK 1733248 · latest 13F filed 7 August 2026 · Read the filing on EDGAR

Crown Advisors Management, Inc. reported 43 US-listed holdings worth $182.1 million in its 13F for the quarter ended 30 June 2026, filed 7 August 2026. Its largest: Comfort Systems USA Inc. (10.9%), Sterling Infrastructure, Inc. (9.2%) and Lam Research Corp. (8.3%). Against the quarter before, it opened 5 positions, added to 5, trimmed 8 and sold out of 2.

The fund asked the SEC to keep some positions private for now; they are not in this filing and appear in an amendment once released.

Reported holdings$182.1M+20.9% on Q1 2026
Positions43+3 on Q1 2026
The largest ten59.1%of its reported holdings
Latest 13FQ2 2026filed 7 August 2026
Where the money is
Added toHeldTrimmed
FIX10.9%STRL9.2%LRCX8.3%NVDA6.6%NWPX5.8%FCFS4.8%AROC4.5%ENVA3.3%ROST3.0%LOPE2.8%TER2.7%KGS2.5%FANG2.4%LAUR2.0%29 more31.4%

The 14 largest of its 43 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $155.4 million in 41 positions$155MQ3 24Q4 2024: $155.7 million in 37 positions$156MQ4 24Q1 2025: $113.5 million in 37 positions$114MQ1 25Q2 2025: $125.4 million in 39 positions$125MQ2 25Q3 2025: $149.5 million in 38 positions$149MQ3 25Q4 2025: $152.0 million in 37 positions$152MQ4 25Q1 2026: $150.7 million in 40 positions$151MQ1 26Q2 2026: $182.1 million in 43 positions$182MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +54.4% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
80100120140160Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +54.4%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 5Added 5Held 25Trimmed 8Sold out 2
Opened: 5Added: 5Held: 25Trimmed: 8Sold out: 2

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 5

  1. AZZ Inc. AZZ$3.1 million
  2. Vitesse Energy Inc VTS$2.4 million
  3. TSS Inc TSSI$1.2 million
  4. Pure Cycle Corp. PCYO$749,700
  5. Fossil Group Inc. FOSL$414,000

Added to 5

  1. PDF Solutions Inc. PDFS+15,000 shares · +60%
  2. Kodiak Gas Services, Inc. KGS+10,000 shares · +20%
  3. American Pub Ed Inc. APEI+10,000 shares · +20%
  4. Stratus Pptys Inc. STRS+15,000 shares · +121%
  5. Aytu Biopharma Inc. AYTU+55,000 shares · +38%

Trimmed 8

  1. Lam Research Corp. LRCX-15,000 shares · -30%
  2. Comfort Systems USA Inc. FIX-3,000 shares · -23%
  3. Green Brick Partners, Inc. GRBK-25,000 shares · -56%
  4. Grand Canyon Education, Inc. LOPE-10,000 shares · -22%
  5. NVR Inc. NVR-200 shares · -50%
  6. Liberty Energy Inc. LBRT-50,000 shares · -50%
  7. Northwest Pipe Co. NWPX-5,000 shares · -7%
  8. Greenbrier Companies Inc. GBX-10,000 shares · -22%

Sold out of 2

  1. Aviat Networks Inc. AVNW$2.3 million last quarter
  2. Nautilus Biotechnology Inc. NAUT$388,000 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Comfort Systems USA Inc. FIX10.0K$19.8 million10.88%-3.0K
Sterling Infrastructure, Inc. STRL20.0K$16.8 million9.22%no change
Lam Research Corp. LRCX35.0K$15.2 million8.33%-15.0K
NVIDIA Corp. NVDA60.0K$12.0 million6.59%no change
Northwest Pipe Co. NWPX70.0K$10.5 million5.76%-5.0K
FirstCash Holdings, Inc. FCFS40.0K$8.7 million4.75%no change
Archrock, Inc. AROC200.0K$8.1 million4.47%no change
Enova International, Inc. ENVA25.0K$6.0 million3.30%no change
ROSS Stores, Inc. ROST26.0K$5.5 million3.04%no change
Grand Canyon Education, Inc. LOPE35.0K$5.0 million2.75%-10.0K
Teradyne, Inc. TER10.0K$4.8 million2.66%no change
Kodiak Gas Services, Inc. KGS60.0K$4.5 million2.48%+10.0K
Diamondback Energy, Inc. FANG25.0K$4.4 million2.41%no change
Laureate Education, Inc. LAUR100.0K$3.6 million1.99%no change
Tetra Tech Inc. TTEK125.0K$3.6 million1.98%no change
Ezcorp Inc. EZPW100.0K$3.5 million1.90%no change
Natural Gas Svcs Group Inc. Com NGS80.0K$3.5 million1.90%no change
American Pub Ed Inc. APEI60.0K$3.2 million1.77%+10.0K
SPDR Ser Trust XBI20.0K$3.2 million1.74%no change
AZZ Inc. AZZ20.0K$3.1 million1.70%new
Cavco Industries, Inc. CVCO5.0K$3.1 million1.69%no change
Build-A-Bear Workshop Inc. BBW100.0K$3.1 million1.68%no change
PDF Solutions Inc. PDFS40.0K$2.8 million1.55%+15.0K
Vitesse Energy Inc VTS150.0K$2.4 million1.30%new
Barrett Business Svcs Inc. BBSI60.0K$2.1 million1.17%no change
Hasbro, Inc. HAS25.0K$2.1 million1.13%no change
Federal Signal Corp. FSS15.0K$1.9 million1.06%no change
ExxonMobil Holdings Corp. XOM13.9K$1.9 million1.05%no change
Permian Resources Corp. PR100.0K$1.8 million1.01%no change
Greenbrier Companies Inc. GBX35.0K$1.7 million0.94%-10.0K
Green Brick Partners, Inc. GRBK20.0K$1.6 million0.88%-25.0K
Newpark Res Inc. NPKI100.0K$1.6 million0.87%no change
Jones Lang Lasalle Inc. JLL5.0K$1.5 million0.85%no change
NVR Inc. NVR200$1.4 million0.75%-200
Liberty Energy Inc. LBRT50.0K$1.3 million0.72%-50.0K
Turning PT Brands Inc. TPB15.0K$1.3 million0.70%no change
TSS Inc TSSI100.0K$1.2 million0.68%new
Covista Inc. CVSA8.0K$997,2800.55%no change
Builders FirstSource, Inc. BLDR10.0K$894,8000.49%no change
Stratus Pptys Inc. STRS27.4K$786,4850.43%+15.0K
Pure Cycle Corp. PCYO70.0K$749,7000.41%new
Aytu Biopharma Inc. AYTU200.0K$430,0000.24%+55.0K
Fossil Group Inc. FOSL100.0K$414,0000.23%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.