Q2 2026 13F · SEC CIK 1733248
Crown Advisors Management, Inc.
Hedge fundFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $182.1M
- Reported positions
- 43
- Top holdings a year, 3 yrs
- +22.9%
- Assets under management
- $197.8M
Crown Advisors Management, Inc. is a hedge fund that reported 43 positions worth $182.1M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Comfort Sys USA Inc (FIX, 10.9%), Sterling Infrastructure Inc (STRL, 9.2%), Lam Research Corp (LRCX, 8.3%). A portfolio copying its top holdings returned 22.9% a year over the last 3 years, against 20.4% for the S&P 500.
Crown Advisors Management, Inc. holdings all 43 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.
What Crown Advisors Management, Inc. bought and sold in Q2 2026, against Q1 2026.
New positions
- AZZ Azz Inc1.7% of 13F
- VTS Vitesse Energy Inc1.3% of 13F
- TSSI Tss Inc0.7% of 13F
- PCYO Pure Cycle Corp0.4% of 13F
- FOSL Fossil Group Inc0.2% of 13F
Added to
- STRS Stratus Pptys Inc+121.4% shares
- PDFS PDF Solutions Inc+60.0% shares
- AYTU Aytu Biopharma Inc+37.9% shares
- KGS Kodiak Gas Svcs Inc+20.0% shares
- APEI American Pub Ed Inc+20.0% shares
Reduced
- GRBK Green Brick Partners Inc-55.6% shares
- NVR Nvr Inc-50.0% shares
- LBRT Liberty Energy Inc-50.0% shares
- LRCX Lam Research Corp-30.0% shares
- FIX Comfort Sys USA Inc-23.1% shares
- LOPE Grand Canyon Ed Inc-22.2% shares
- GBX Greenbrier Cos Inc-22.2% shares
- NWPX Nwpx Infrastructure Inc-6.7% shares
Sold out
- AVNW Aviat Networks Incwas 1.5%
- NAUT Nautilus Biotechnology Incwas 0.3%
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
- +35.6% /yr
- S&P 500 +20.1%
- 3 years
- +22.9% /yr
- S&P 500 +20.4%
- 5 years
- +15.8% /yr
- S&P 500 +11.6%
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.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $182.1M | 43 |
| Q1 2026 | $150.7M | 40 |
| Q4 2025 | $152.0M | 37 |
| Q3 2025 | $149.5M | 38 |
| Q2 2025 | $125.4M | 39 |
| Q1 2025 | $113.5M | 37 |
| Q4 2024 | $155.7M | 37 |
| Q3 2024 | $155.4M | 41 |
| Q2 2024 | $155.8M | 41 |
| Q1 2024 | $165.1M | 43 |
| Q4 2023 | $146.0M | 42 |
| Q3 2023 | $140.5M | 46 |
Questions about Crown Advisors Management, Inc.'s portfolio
What stocks does Crown Advisors Management, Inc. own?
Crown Advisors Management, Inc.'s latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 43 positions worth $182.1M. The largest are Comfort Sys USA Inc (FIX) at 10.9%, Sterling Infrastructure Inc (STRL) at 9.2%, Lam Research Corp (LRCX) at 8.3%, Nvidia Corporation (NVDA) at 6.6% and Nwpx Infrastructure Inc (NWPX) at 5.8%.
What did Crown Advisors Management, Inc. buy last quarter?
In Q2 2026, Crown Advisors Management, Inc. added a new position in Azz Inc (AZZ), a new position in Vitesse Energy Inc (VTS), a new position in Tss Inc (TSSI), a new position in Pure Cycle Corp (PCYO), a new position in Fossil Group Inc (FOSL), Stratus Pptys Inc (STRS) (+121.4% shares), PDF Solutions Inc (PDFS) (+60.0% shares) and Aytu Biopharma Inc (AYTU) (+37.9% shares), compared with its Q1 2026 filing.
What did Crown Advisors Management, Inc. sell last quarter?
In Q2 2026, Crown Advisors Management, Inc. sold all of Aviat Networks Inc (AVNW), sold all of Nautilus Biotechnology Inc (NAUT), Green Brick Partners Inc (GRBK) (-55.6% shares), Nvr Inc (NVR) (-50.0% shares) and Liberty Energy Inc (LBRT) (-50.0% shares), compared with its Q1 2026 filing.
How has Crown Advisors Management, Inc.'s portfolio performed?
A portfolio copying Crown Advisors Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +35.6% against +20.1%. Over 5 years: +15.8% a year against +11.6%.
When is Crown Advisors Management, Inc.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Crown Advisors Management, Inc.'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 Crown Advisors Management, Inc. manage?
Crown Advisors Management, Inc. reported $197.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $182.1M.