CIK: 0001733248
Total reported value
$150.7M
Reporting period: 2026-03-31 · Number of holdings: 40
CROWN ADVISORS MANAGEMENT, INC. disclosed 40 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $150.7M and a quarterly turnover rate of 45.7%.
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Crown Advisors Management, INC.'s disclosed holdings carry a Herfindahl concentration index of 0.046 — mathematically equivalent to about 22 equally-sized positions, well below its 40 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.92), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.6 percentage-point tilt) — a pattern consistent with a momentum-following approach.
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Trim BBW
-33.3% -$5.4M
Trim TPB
-70.0% -$4.1M
Add FIX
-18.8% $3.0M
Add STRL
+11.1% $2.6M
Trim CVCO
-37.5% -$2.3M
Add LRCX
0.0% $2.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FIX | Comfort Systems USA INC | Stock-Industrials | 11.90% | +2.08% | -18.75% | |
| 2 | LRCX | Lam Research CORP | Stock-Tech | 7.09% | +1.46% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.95% | -0.41% | — | |
| 4 | STRL | Sterling Infrastructure INC | Stock-Industrials | 5.41% | +1.78% | +11.11% | |
| 5 | LOPE | Grand Canyon Education INC | Stock-Consumer Staples | 5.08% | +0.16% | — | |
| 6 | FCFS | Firstcash Holdings INC | Stock-Financials | 4.99% | +0.80% | — | |
| 7 | AROC | Archrock INC | Stock-Energy | 4.62% | +1.20% | — | |
| 8 | NWPX | Nwpx Infrastructure INC | Stock-Other | 3.88% | +0.80% | — | |
| 9 | ROST | Ross Stores INC | Stock-Consumer Disc | 3.74% | +0.66% | — | |
| 10 | FANG | Diamondback Energy INC | Stock-Energy | 3.28% | +0.81% | — | |
| 11 | TTEK | Tetra Tech INC | Stock-Industrials | 2.50% | -0.26% | — | |
| 12 | BBW | Build-a-bear Workshop INC | Stock-Other | 2.49% | -3.56% | -33.33% | |
| 13 | LAUR | Laureate Education INC | Stock-Other | 2.31% | +0.10% | — | |
| 14 | ENVA | Enova International INC | Stock-Financials | 2.25% | -0.34% | — | |
| 15 | NGS | Natural Gas Services Group | Stock-Other | 2.00% | +0.23% | — | |
| 16 | TER | Teradyne INC | Stock-Tech | 1.97% | +1.97% | NEW | |
| 17 | KGS | Kodiak Gas Services INC | Stock-Other | 1.94% | +0.71% | — | |
| 18 | GRBK | Green Brick Partners INC | Stock-Other | 1.92% | +0.07% | — | |
| 19 | LBRT | Liberty Energy INC | Stock-Energy | 1.91% | +1.91% | NEW | |
| 20 | APEI | American Public Education | Stock-Other | 1.89% | +0.65% | — | |
| 21 | NVR | Nvr INC | Stock-Consumer Disc | 1.75% | -0.65% | -20.00% | |
| 22 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.70% | +0.10% | — | |
| 23 | EZPW | Ezcorp Inc-cl A | Stock-Other | 1.68% | +1.68% | NEW | |
| 24 | CVCO | Cavco Industries INC | Stock-Consumer Disc | 1.61% | -1.50% | -37.50% | |
| 25 | GBX | Greenbrier Companies INC | Stock-Other | 1.57% | -0.27% | -25.00% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.57% | +0.47% | — | |
| 27 | HAS | Hasbro INC | Stock-Consumer Disc | 1.55% | +0.20% | — | |
| 28 | AVNW | Aviat Networks INC | Stock-Other | 1.50% | +1.50% | NEW | |
| 29 | PR | Permian Resources Corp-cl A | Stock-Energy | 1.42% | +1.42% | NEW | |
| 30 | BBSI | Barrett Business Svcs INC | Stock-Other | 1.16% | -1.22% | -40.00% | |
| 31 | FSS | Federal Signal CORP | Stock-Industrials | 1.08% | +0.01% | — | |
| 32 | JLL | Jones Lang Lasalle INC | Stock-Real Estate | 1.01% | -1.20% | -50.00% | |
| 33 | NPKI | Npk International INC | Stock-Other | 0.96% | +0.96% | NEW | |
| 34 | TPB | Turning Point Brands INC | Stock-Other | 0.86% | -2.71% | -70.00% | |
| 35 | CVSA | Covista INC | Stock-Consumer Staples | 0.61% | -0.41% | -46.67% | |
| 36 | BLDR | Builders Firstsource INC | Stock-Industrials | 0.55% | -0.13% | — | |
| 37 | PDFS | Pdf Solutions INC | Stock-Other | 0.54% | +0.54% | NEW | |
| 38 | AYTU | Aytu Biopharma INC | Stock-Other | 0.26% | +0.26% | NEW | |
| 39 | NAUT | Nautilus Biotechnology INC | Stock-Other | 0.26% | +0.26% | NEW | |
| 40 | STRS | Stratus Properties INC | Stock-Other | 0.25% | +0.25% | NEW |
Performance for Q3 2026
+3.7%
Performance Last 4 Quarters
+45.1%
Based on 85% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q1 | 40 | $150.7M | 46 | ||
| 2025 Q4 | 37 | $152.0M | 18 | ||
| 2025 Q3 | 38 | $149.5M | 58 | ||
| 2025 Q2 | 39 | $125.4M | 0 | ||
| 2025 Q1 | 37 | $113.5M | 100 | ||
| 2024 Q4 | 37 | $155.7M | 0 | ||
| 2024 Q3 | 41 | $155.4M | 0 | ||
| 2024 Q2 | 41 | $155.8M | 0 | ||
| 2024 Q1 | 43 | $165.1M | 0 | ||
| 2023 Q4 | 42 | $146.0M | 0 | ||
| 2023 Q3 | 46 | $140.5M | 0 | ||
| 2023 Q2 | 52 | $153.5M | 0 | ||
| 2023 Q1 | 49 | $134.0M | 0 | ||
| 2022 Q4 | 42 | $109.9M | 0 | ||
| 2022 Q3 | 44 | $100.8M | 0 | ||
| 2022 Q2 | 44 | $108.7M | 0 | ||
| 2022 Q1 | 44 | $141.9M | 0 | ||
| 2021 Q4 | 40 | $155.4M | 0 | ||
| 2021 Q3 | 42 | $142.3M | 0 | ||
| 2021 Q2 | 40 | $144.8M | 100 | ||
| 2021 Q1 | 38 | $127.7M | 29 | ||
| 2020 Q4 | 35 | $139.5M | 51 | ||
| 2020 Q3 | 42 | $153.7M | 42 | ||
| 2020 Q2 | 41 | $146.1M | 60 | ||
| 2020 Q1 | 40 | $126.4M | 85 | ||
| 2019 Q4 | 42 | $155.5M | 42 | ||
| 2019 Q3 | 46 | $149.4M | 47 | ||
| 2019 Q2 | 45 | $144.5M | 40 | ||
| 2019 Q1 | 48 | $133.2M | 39 | ||
| 2018 Q4 | 40 | $96.3M | 62 | ||
| 2018 Q3 | 41 | $117.2M | 37 | ||
| 2018 Q2 | 45 | $118.1M | 32 | ||
| 2018 Q1 | 40 | $105.2M | 34 | ||
| 2017 Q4 | 40 | $104.7M | — |
Crown Advisors Management, INC.'s most significant position changes for 2026-03-31: Sold out: Federal Agric Mtg Corp-cl C (AGM); New buy: Teradyne INC (TER); New buy: Liberty Energy INC (LBRT); Sold out: Merit Medical Systems INC (MMSI); New buy: Ezcorp Inc-cl A (EZPW).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FIX | Comfort Systems USA INC | +2.1% | -18.75% | Trim |
| 2 | STRL | Sterling Infrastructure INC | +1.8% | +11.11% | Add |
| 3 | LRCX | Lam Research CORP | +1.5% | — | Unchanged |
| 4 | AROC | Archrock INC | +1.2% | — | Unchanged |
| 5 | FANG | Diamondback Energy INC | +0.8% | — | Unchanged |
| 6 | NWPX | Nwpx Infrastructure INC | +0.8% | — | Unchanged |
| 7 | FCFS | Firstcash Holdings INC | +0.8% | — | Unchanged |
| 8 | KGS | Kodiak Gas Services INC | +0.7% | — | Unchanged |
| 9 | ROST | Ross Stores INC | +0.7% | — | Unchanged |
| 10 | APEI | American Public Education | +0.7% | — | Unchanged |
| 11 | XOM | Exxon Mobil CORP | +0.5% | — | Unchanged |
| 12 | NGS | Natural Gas Services Group | +0.2% | — | Unchanged |
| 13 | HAS | Hasbro INC | +0.2% | — | Unchanged |
| 14 | LOPE | Grand Canyon Education INC | +0.2% | — | Unchanged |
| 15 | LAUR | Laureate Education INC | +0.1% | — | Unchanged |
| 16 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | — | Unchanged |
| 17 | GRBK | Green Brick Partners INC | +0.1% | — | Unchanged |
| 18 | FSS | Federal Signal CORP | 0% | — | Unchanged |
| 19 | BLDR | Builders Firstsource INC | -0.1% | — | Unchanged |
| 20 | TTEK | Tetra Tech INC | -0.3% | — | Unchanged |
| 21 | GBX | Greenbrier Companies INC | -0.3% | -25.00% | Trim |
| 22 | ENVA | Enova International INC | -0.3% | — | Unchanged |
| 23 | NVDA | Nvidia CORP | -0.4% | — | Unchanged |
| 24 | CVSA | Covista INC | -0.4% | -46.67% | Trim |
| 25 | NVR | Nvr INC | -0.7% | -20.00% | Trim |
| 26 | JLL | Jones Lang Lasalle INC | -1.2% | -50.00% | Trim |
| 27 | BBSI | Barrett Business Svcs INC | -1.2% | -40.00% | Trim |
| 28 | CVCO | Cavco Industries INC | -1.5% | -37.50% | Trim |
| 29 | TPB | Turning Point Brands INC | -2.7% | -70.00% | Trim |
| 30 | BBW | Build-a-bear Workshop INC | -3.6% | -33.33% | Trim |
| 31 | AGM | Federal Agric Mtg Corp-cl C | — | EXIT | Sold out |
| 32 | TER | Teradyne INC | — | NEW | New buy |
| 33 | LBRT | Liberty Energy INC | — | NEW | New buy |
| 34 | MMSI | Merit Medical Systems INC | — | EXIT | Sold out |
| 35 | EZPW | Ezcorp Inc-cl A | — | NEW | New buy |
| 36 | TYL | Tyler Technologies INC | — | EXIT | Sold out |
| 37 | AVNW | Aviat Networks INC | — | NEW | New buy |
| 38 | PR | Permian Resources Corp-cl A | — | NEW | New buy |
| 39 | HQY | Healthequity INC | — | EXIT | Sold out |
| 40 | NPKI | Npk International INC | — | NEW | New buy |
| 41 | GBFH | Gbank Financial Holdings INC | — | EXIT | Sold out |
| 42 | ✓ | Calavo Growers INC | — | EXIT | Sold out |
| 43 | CCS | Century Communities INC | — | EXIT | Sold out |
| 44 | PDFS | Pdf Solutions INC | — | NEW | New buy |
| 45 | AYTU | Aytu Biopharma INC | — | NEW | New buy |
| 46 | NAUT | Nautilus Biotechnology INC | — | NEW | New buy |
| 47 | STRS | Stratus Properties INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026 Q1 | 2026-05-08 | 13F-HR | View on EDGAR |
| 2025 Q4 | 2026-01-28 | 13F-HR | View on EDGAR |
| 2025 Q3 | 2025-11-20 | 13F-HR | View on EDGAR |
| 2025 Q2 | 2025-08-05 | 13F-HR | View on EDGAR |
| 2025 Q1 | 2025-05-13 | 13F-HR | View on EDGAR |
| 2024 Q4 | 2025-02-11 | 13F-HR | View on EDGAR |
| 2024 Q3 | 2024-11-12 | 13F-HR | View on EDGAR |
| 2024 Q2 | 2024-08-08 | 13F-HR | View on EDGAR |
| 2024 Q1 | 2024-05-10 | 13F-HR | View on EDGAR |
| 2023 Q4 | 2024-02-15 | 13F-HR | View on EDGAR |
| 2023 Q3 | 2023-11-09 | 13F-HR | View on EDGAR |
| 2023 Q2 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023 Q1 | 2023-05-09 | 13F-HR | View on EDGAR |
| 2022 Q4 | 2023-02-09 | 13F-HR | View on EDGAR |
| 2022 Q3 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022 Q2 | 2022-08-11 | 13F-HR | View on EDGAR |
| 2022 Q1 | 2022-05-12 | 13F-HR | View on EDGAR |
| 2021 Q4 | 2022-02-10 | 13F-HR | View on EDGAR |
| 2021 Q3 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021 Q2 | 2021-08-11 | 13F-HR | View on EDGAR |
| 2021 Q1 | 2021-05-12 | 13F-HR | View on EDGAR |
| 2020 Q4 | 2021-02-09 | 13F-HR | View on EDGAR |
| 2020 Q3 | 2020-11-05 | 13F-HR | View on EDGAR |
| 2020 Q2 | 2020-08-06 | 13F-HR | View on EDGAR |
| 2020 Q1 | 2020-05-05 | 13F-HR | View on EDGAR |
| 2019 Q4 | 2020-02-05 | 13F-HR | View on EDGAR |
| 2019 Q3 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019 Q2 | 2019-08-09 | 13F-HR | View on EDGAR |
| 2019 Q1 | 2019-05-08 | 13F-HR | View on EDGAR |
| 2018 Q4 | 2019-02-07 | 13F-HR | View on EDGAR |
| 2018 Q3 | 2018-11-06 | 13F-HR | View on EDGAR |
| 2018 Q2 | 2018-08-13 | 13F-HR | View on EDGAR |
| 2018 Q1 | 2018-05-08 | 13F-HR | View on EDGAR |
| 2017 Q4 | 2018-03-05 | 13F-HR | View on EDGAR |
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