Crown Advisors Management
LARKSPUR, CAfiles as CROWN ADVISORS MANAGEMENT, INC.
$182m in 43 US stocks at the end of 30 June 2026. The top 10 are 59.1% of the money. It changed about 15.1% of the portfolio this quarter.
Value
$182m
Stocks
43
Top 10 share
59.1%
Turnover
15.1%
What changed this quarter
New
Bought for the first time this quarter.
- AZZAZZ1.7% of the fund
- Vitesse EnergyVTS1.3% of the fund
- TSSTSSI0.7% of the fund
- Pure CyclePCYO0.4% of the fund
- Fossil GroupFOSL0.2% of the fund
Added
Bought more of a stock they already held.
- Kodiak Gas ServicesKGS2.5% of the fund+20%
- American Public EducationAPEI1.8% of the fund+20%
- PDF SolutionsPDFS1.6% of the fund+60%
- Stratus PropertiesSTRS0.4% of the fund+121%
- Aytu BiopharmaAYTU0.2% of the fund+38%
Cut
Sold some of their stake.
- Comfort Systems USAFIX10.9% of the fund-23%
- Lam ResearchLRCX8.3% of the fund-30%
- NWPX InfrastructureNWPX5.8% of the fund-7%
- Grand Canyon EducationLOPE2.8% of the fund-22%
- Greenbrier CompaniesGBX0.9% of the fund-22%
- Green Brick PartnersGRBK0.9% of the fund-56%
- NVRNVR0.7% of the fund-50%
- Liberty EnergyLBRT0.7% of the fund-50%
Sold out
Sold their entire stake.
Holdings
- Spdr Series TrustXBI
- Share
- 1.7%
- Value
- $3m
- Shares
- 20,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Comfort Systems USAFIX | 10.9% | $20m | 10,000 | -23% |
| Sterling InfrastructureSTRL | 9.2% | $17m | 20,000 | Held |
| Lam ResearchLRCX | 8.3% | $15m | 35,000 | -30% |
| NvidiaNVDA | 6.6% | $12m | 60,000 | Held |
| NWPX InfrastructureNWPX | 5.8% | $10m | 70,000 | -7% |
| FirstCash HoldingsFCFS | 4.8% | $9m | 40,000 | Held |
| ArchrockAROC | 4.5% | $8m | 200,000 | Held |
| Enova InternationalENVA | 3.3% | $6m | 25,000 | Held |
| Ross StoresROST | 3.0% | $6m | 26,000 | Held |
| Grand Canyon EducationLOPE | 2.8% | $5m | 35,000 | -22% |
| TeradyneTER | 2.7% | $5m | 10,000 | Held |
| Kodiak Gas ServicesKGS | 2.5% | $5m | 60,000 | +20% |
| Diamondback EnergyFANG | 2.4% | $4m | 25,000 | Held |
| Laureate EducationLAUR | 2.0% | $4m | 100,000 | Held |
| Tetra TechTTEK | 2.0% | $4m | 125,000 | Held |
| EzcorpEZPW | 1.9% | $3m | 100,000 | Held |
| Natural Gas Services GroupNGS | 1.9% | $3m | 80,000 | Held |
| American Public EducationAPEI | 1.8% | $3m | 60,000 | +20% |
| Spdr Series TrustXBI | 1.7% | $3m | 20,000 | Held |
| AZZAZZ | 1.7% | $3m | 20,000 | New |
| Cavco IndustriesCVCO | 1.7% | $3m | 5,000 | Held |
| Build-A-Bear WorkshopBBW | 1.7% | $3m | 100,000 | Held |
| PDF SolutionsPDFS | 1.6% | $3m | 40,000 | +60% |
| Vitesse EnergyVTS | 1.3% | $2m | 150,000 | New |
| Barrett Business ServicesBBSI | 1.2% | $2m | 60,000 | Held |
| HasbroHAS | 1.1% | $2m | 25,000 | Held |
| Federal SignalFSS | 1.1% | $2m | 15,000 | Held |
| ExxonMobil HoldingsXOM | 1.0% | $2m | 13,940 | Held |
| Permian ResourcesPR | 1.0% | $2m | 100,000 | Held |
| Greenbrier CompaniesGBX | 0.9% | $2m | 35,000 | -22% |
| Green Brick PartnersGRBK | 0.9% | $2m | 20,000 | -56% |
| NPK InternationalNPKI | 0.9% | $2m | 100,000 | Held |
| Jones Lang LasalleJLL | 0.9% | $2m | 5,000 | Held |
| NVRNVR | 0.7% | $1m | 200 | -50% |
| Liberty EnergyLBRT | 0.7% | $1m | 50,000 | -50% |
| Turning Point BrandsTPB | 0.7% | $1m | 15,000 | Held |
| TSSTSSI | 0.7% | $1m | 100,000 | New |
| CovistaCVSA | 0.5% | $997,280 | 8,000 | Held |
| Builders FirstSourceBLDR | 0.5% | $894,800 | 10,000 | Held |
| Stratus PropertiesSTRS | 0.4% | $786,485 | 27,356 | +121% |
| Pure CyclePCYO | 0.4% | $749,700 | 70,000 | New |
| Aytu BiopharmaAYTU | 0.2% | $430,000 | 200,000 | +38% |
| Fossil GroupFOSL | 0.2% | $414,000 | 100,000 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 45.2% since 30 June 2025.
Where the money is
Industrials25.6%
Technology21.2%
Retail & consumer18.0%
Energy8.4%
Financial services8.1%
Materials7.5%
Utilities7.4%
Real estate1.3%
Everyday goods0.7%
Health care0.2%
Other1.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.