CA

Crown Advisors Management, INC.

Momentum followerDiversified strategyQuality / disciplined sizing

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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Personality snowflake

Concentration
18.23
Portfolio Stability
45.74
Momentum/Contrarian
100
Sector conviction
58.82
Diversification
80
Sizing Uniformity
90.81

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1FIXComfort Systems USA INCStock-Industrials11.90%+2.08%-18.75%
2LRCXLam Research CORPStock-Tech7.09%+1.46%—
3NVDANvidia CORPStock-Tech6.95%-0.41%—
4STRLSterling Infrastructure INCStock-Industrials5.41%+1.78%+11.11%
5LOPEGrand Canyon Education INCStock-Consumer Staples5.08%+0.16%—
6FCFSFirstcash Holdings INCStock-Financials4.99%+0.80%—
7AROCArchrock INCStock-Energy4.62%+1.20%—
8NWPXNwpx Infrastructure INCStock-Other3.88%+0.80%—
9ROSTRoss Stores INCStock-Consumer Disc3.74%+0.66%—
10FANGDiamondback Energy INCStock-Energy3.28%+0.81%—
11TTEKTetra Tech INCStock-Industrials2.50%-0.26%—
12BBWBuild-a-bear Workshop INCStock-Other2.49%-3.56%-33.33%
13LAURLaureate Education INCStock-Other2.31%+0.10%—
14ENVAEnova International INCStock-Financials2.25%-0.34%—
15NGSNatural Gas Services GroupStock-Other2.00%+0.23%—
16TERTeradyne INCStock-Tech1.97%+1.97%NEW
17KGSKodiak Gas Services INCStock-Other1.94%+0.71%—
18GRBKGreen Brick Partners INCStock-Other1.92%+0.07%—
19LBRTLiberty Energy INCStock-Energy1.91%+1.91%NEW
20APEIAmerican Public EducationStock-Other1.89%+0.65%—
21NVRNvr INCStock-Consumer Disc1.75%-0.65%-20.00%
22XBISs Spdr S&p Biotech ETFETF-Tech1.70%+0.10%—
23EZPWEzcorp Inc-cl AStock-Other1.68%+1.68%NEW
24CVCOCavco Industries INCStock-Consumer Disc1.61%-1.50%-37.50%
25GBXGreenbrier Companies INCStock-Other1.57%-0.27%-25.00%
26XOMExxon Mobil CORPStock-Energy1.57%+0.47%—
27HASHasbro INCStock-Consumer Disc1.55%+0.20%—
28AVNWAviat Networks INCStock-Other1.50%+1.50%NEW
29PRPermian Resources Corp-cl AStock-Energy1.42%+1.42%NEW
30BBSIBarrett Business Svcs INCStock-Other1.16%-1.22%-40.00%
31FSSFederal Signal CORPStock-Industrials1.08%+0.01%—
32JLLJones Lang Lasalle INCStock-Real Estate1.01%-1.20%-50.00%
33NPKINpk International INCStock-Other0.96%+0.96%NEW
34TPBTurning Point Brands INCStock-Other0.86%-2.71%-70.00%
35CVSACovista INCStock-Consumer Staples0.61%-0.41%-46.67%
36BLDRBuilders Firstsource INCStock-Industrials0.55%-0.13%—
37PDFSPdf Solutions INCStock-Other0.54%+0.54%NEW
38AYTUAytu Biopharma INCStock-Other0.26%+0.26%NEW
39NAUTNautilus Biotechnology INCStock-Other0.26%+0.26%NEW
40STRSStratus Properties INCStock-Other0.25%+0.25%NEW

Holding changes this quarter

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).

Position changes disclosed by Crown Advisors Management, INC. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1FIXComfort Systems USA INC+2.1%-18.75%Trim
2STRLSterling Infrastructure INC+1.8%+11.11%Add
3LRCXLam Research CORP+1.5%—Unchanged
4AROCArchrock INC+1.2%—Unchanged
5FANGDiamondback Energy INC+0.8%—Unchanged
6NWPXNwpx Infrastructure INC+0.8%—Unchanged
7FCFSFirstcash Holdings INC+0.8%—Unchanged
8KGSKodiak Gas Services INC+0.7%—Unchanged
9ROSTRoss Stores INC+0.7%—Unchanged
10APEIAmerican Public Education+0.7%—Unchanged
11XOMExxon Mobil CORP+0.5%—Unchanged
12NGSNatural Gas Services Group+0.2%—Unchanged
13HASHasbro INC+0.2%—Unchanged
14LOPEGrand Canyon Education INC+0.2%—Unchanged
15LAURLaureate Education INC+0.1%—Unchanged
16XBISs Spdr S&p Biotech ETF+0.1%—Unchanged
17GRBKGreen Brick Partners INC+0.1%—Unchanged
18FSSFederal Signal CORP0%—Unchanged
19BLDRBuilders Firstsource INC-0.1%—Unchanged
20TTEKTetra Tech INC-0.3%—Unchanged
21GBXGreenbrier Companies INC-0.3%-25.00%Trim
22ENVAEnova International INC-0.3%—Unchanged
23NVDANvidia CORP-0.4%—Unchanged
24CVSACovista INC-0.4%-46.67%Trim
25NVRNvr INC-0.7%-20.00%Trim
26JLLJones Lang Lasalle INC-1.2%-50.00%Trim
27BBSIBarrett Business Svcs INC-1.2%-40.00%Trim
28CVCOCavco Industries INC-1.5%-37.50%Trim
29TPBTurning Point Brands INC-2.7%-70.00%Trim
30BBWBuild-a-bear Workshop INC-3.6%-33.33%Trim
31AGMFederal Agric Mtg Corp-cl C—EXITSold out
32TERTeradyne INC—NEWNew buy
33LBRTLiberty Energy INC—NEWNew buy
34MMSIMerit Medical Systems INC—EXITSold out
35EZPWEzcorp Inc-cl A—NEWNew buy
36TYLTyler Technologies INC—EXITSold out
37AVNWAviat Networks INC—NEWNew buy
38PRPermian Resources Corp-cl A—NEWNew buy
39HQYHealthequity INC—EXITSold out
40NPKINpk International INC—NEWNew buy
41GBFHGbank Financial Holdings INC—EXITSold out
42✓ Calavo Growers INC—EXITSold out
43CCSCentury Communities INC—EXITSold out
44PDFSPdf Solutions INC—NEWNew buy
45AYTUAytu Biopharma INC—NEWNew buy
46NAUTNautilus Biotechnology INC—NEWNew buy
47STRSStratus Properties INC—NEWNew buy

FAQ

What is Crown Advisors Management, INC. and what type of investor is it?
Crown Advisors Management, INC. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $150.7M, spread across 40 disclosed positions.
What are Crown Advisors Management, INC.'s largest equity positions?
Based on the latest 13F filing, Crown Advisors Management, INC.'s top holdings by market value are: 1. Comfort Systems USA INC (FIX) — $17.9M (11.9%) 2. Lam Research CORP (LRCX) — $10.7M (7.1%) 3. Nvidia CORP (NVDA) — $10.5M (7.0%) 4. Sterling Infrastructure INC (STRL) — $8.1M (5.4%) 5. Grand Canyon Education INC (LOPE) — $7.7M (5.1%)
What changes did Crown Advisors Management, INC. make in its most recent portfolio filing?
In the latest reported quarter, Crown Advisors Management, INC. made 27 notable position adjustments: 10 new positions were initiated, 1 existing holdings were added to, 9 positions were partially reduced, and 7 were completely exited. The largest of these moves: 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)
What sectors does Crown Advisors Management, INC. focus on?
Crown Advisors Management, INC. is concentrated in the following sectors based on its current disclosed equity portfolio: • Industrials: 29.4% • Information Technology: 22.0% • Energy: 17.6% • Consumer Discretionary: 11.9% • Financials: 9.9% • Consumer Staples: 7.8%

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