Skip to content
Shameless Cloning

Search Shameless Cloning

Search superinvestors, stocks, insiders and members of Congress

Q2 2026 13F · SEC CIK 1816427

Crawford Fund Management, LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$326.0M
Reported positions
32
Top holdings a year, 3 yrs
+15.7%
Assets under management
$356.1M

Crawford Fund Management, LLC is a hedge fund that reported 32 positions worth $326.0M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Toast Inc (TOST, 6.6%), Uber Technologies Inc (UBER, 6.6%), Texas Pacific Land Corporati (TPL, 6.5%). A portfolio copying its top holdings returned 15.7% a year over the last 3 years, against 18.8% for the S&P 500.

Crawford Fund Management, LLC holdings all 32 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Crawford Fund Management, LLC 13F holdings
Stock% of 13F valueShare changeReported value
TOSTToast Inc6.6%+48.1%$21.6M
UBERUber Technologies Inc6.6%+1.0%$21.4M
TPLTexas Pacific Land Corporati6.5%—$21.3M
CROXCrocs Inc5.9%-9.3%$19.3M
LNGCheniere Energy Inc5.8%+70.9%$18.8M
MORNMorningstar Inc5.2%+22.8%$17.1M
CUBICustomers Bancorp, Inc.4.9%+0.0%$16.1M
NTBBank of N T Butterfield & So4.3%+14.6%$14.1M
KNSLKinsale Cap Group Inc4.3%+100.7%$13.9M
XPELXpel Inc4.1%-18.5%$13.4M
SASeabridge Gold Ord4.1%—$13.3M
KSPIKaspi Kz Jsc3.7%+2.2%$12.0M
SFMSprouts Fmrs Mkt Inc3.2%—$10.4M
CHEChemed Corp New3.1%+3.0%$10.2M
CPRTCopart Inc3.1%—$10.1M
BAHBooz Allen Hamilton Hldg Cor3.1%-12.8%$10.0M
WETFWisdomtree Inc3.0%-43.9%$9.8M
NXSTNexstar Media Group Inc3.0%-11.9%$9.7M
HLIHoulihan Lokey Inc2.8%+35.4%$9.2M
ICEIntercontinental Exchange Inc2.3%—$7.5M
UTHRUnited Therapeutics Corp Del2.2%-10.1%$7.2M
HROWHarrow Inc1.9%-26.5%$6.0M
NNINelnet Inc1.8%-5.3%$5.9M
ABNBAirbnb Inc1.8%-39.8%$5.8M
HIFSHingham Instn Svgs Mass1.8%+27.3%$5.7M
GRBKGreen Brick Partners Inc1.6%-57.8%$5.3M
RGLDRoyal Gold Inc1.4%+189.3%$4.6M
COURCoursera Inc0.8%+123.8%$2.7M
MLPMaui Ld & Pineapple Inc0.4%-0.8%$1.4M
HBCPHomebancorp Inc0.3%-92.0%$887K
VCELVericel Corp0.2%-88.6%$658K
ROKURoku Inc0.1%-98.5%$414K

What Crawford Fund Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+22.8% /yr
S&P 500 +20.1%
3 years
+15.7% /yr
S&P 500 +18.8%
5 years
—

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$326.0M32
Q1 2026$306.6M31
Q4 2025$311.9M34
Q3 2025$185.0M26
Q2 2025$169.8M25
Q1 2025$151.6M26
Q4 2024$149.3M33
Q3 2024$135.7M31
Q2 2024$126.2M30
Q1 2024$128.0M36
Q4 2023$118.6M38

Questions about Crawford Fund Management, LLC's portfolio

What stocks does Crawford Fund Management, LLC own?

Crawford Fund Management, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 32 positions worth $326.0M. The largest are Toast Inc (TOST) at 6.6%, Uber Technologies Inc (UBER) at 6.6%, Texas Pacific Land Corporati (TPL) at 6.5%, Crocs Inc (CROX) at 5.9% and Cheniere Energy Inc (LNG) at 5.8%.

What did Crawford Fund Management, LLC buy last quarter?

In Q2 2026, Crawford Fund Management, LLC added a new position in Texas Pacific Land Corporati (TPL), a new position in Seabridge Gold Ord (SA), a new position in Sprouts Fmrs Mkt Inc (SFM), a new position in Copart Inc (CPRT), a new position in Intercontinental Exchange Inc (ICE), Royal Gold Inc (RGLD) (+189.3% shares), Coursera Inc (COUR) (+123.8% shares) and Kinsale Cap Group Inc (KNSL) (+100.7% shares), compared with its Q1 2026 filing.

What did Crawford Fund Management, LLC sell last quarter?

In Q2 2026, Crawford Fund Management, LLC sold all of Seabridge Gold Inc (SA), sold all of Cdw Corp/de (CDW), sold all of Boston Beer Inc (SAM), sold all of Philip Morris Intl Inc (PM), Roku Inc (ROKU) (-98.5% shares), Homebancorp Inc (HBCP) (-92.0% shares) and Vericel Corp (VCEL) (-88.6% shares), compared with its Q1 2026 filing.

How has Crawford Fund Management, LLC's portfolio performed?

A portfolio copying Crawford Fund Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.7% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +22.8% against +20.1%.

When is Crawford Fund Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Crawford Fund Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Crawford Fund Management, LLC manage?

Crawford Fund Management, LLC reported $356.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $326.0M.