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CFM

Crawford Fund Management Portfolio holdings

AUM $520M
1-Year Est. Return 14.79%
This Fund
S&P 500
This Quarter Est. Return
-3.77%
1 Year Est. Return
+14.79%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$520M
AUM Growth
-$239M
Cap. Flow
-$200M
Cap. Flow %
-38.39%
Top 10 Hldgs %
29.93%
Holding
227
New
28
Increased
51
Reduced
103
Closed
44

Top Buys

Rank Stock Value
1
ROKU icon
Roku
ROKU
+$13.6M
2
MORN icon
Morningstar
MORN
+$12.8M
3
CROX icon
Crocs
CROX
+$8.6M
4
HLI icon
Houlihan Lokey
HLI
+$8.31M
5
TOST icon
Toast
TOST
+$8.05M

Top Sells

Rank Stock Value
1
CIB icon
Grupo Cibest SA
CIB
+$16.3M
2
YELP icon
Yelp
YELP
+$15.9M
3
TPL icon
Texas Pacific Land
TPL
+$12M
4
OPCH icon
Option Care Health
OPCH
+$11.9M
5
LNG icon
Cheniere Energy
LNG
+$9.04M

Sector Composition

Rank Sector Weight
1 Financials 17.22%
2 Technology 10.58%
3 Consumer Discretionary 9.22%
4 Communication Services 5.85%
5 Healthcare 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GM icon
101
PUT
General Motors
GM
$80.4B
$1.04M 0.2%
14,000
-57,000
-80% -$4.53M
WEN icon
102
PUT
Wendy's
WEN
$1.4B
$1.04M 0.2%
150,000
-80,000
-35% -$616K
AFRM icon
103
PUT
Affirm
AFRM
$23.9B
$1.03M 0.2%
22,500
-179,600
-89% -$10.4M
DOCN icon
104
PUT
DigitalOcean
DOCN
$13.7B
$1.03M 0.2%
12,000
-15,000
-56% -$946K
HOG icon
105
PUT
Harley-Davidson
HOG
$2.58B
$1.02M 0.2%
50,500
-51,500
-50% -$1.01M
SOFI icon
106
PUT
SoFi Technologies
SOFI
$21B
$1M 0.19%
63,000
-90,300
-59% -$1.9M
JOBY icon
107
PUT
Joby Aviation
JOBY
$7.03B
$991K 0.19%
120,000
-146,000
-55% -$1.64M
AAP icon
108
PUT
Advance Auto Parts
AAP
$3.35B
$950K 0.18%
18,000
-10,500
-37% -$525K
ALGN icon
109
CALL
Align Technology
ALGN
$12.1B
$943K 0.18%
5,500
-4,400
-44% -$771K
RCAT icon
110
PUT
Red Cat Holdings
RCAT
$1.15B
$942K 0.18%
72,000
+7,500
+12% +$102K
MARA icon
111
PUT
Marathon Digital Holdings
MARA
$4.32B
$938K 0.18%
115,000
-32,000
-22% -$290K
SERV
112
PUT
Serve Robotics
SERV
$407M
$928K 0.18%
+110,000
New +$1.19M
EVLV icon
113
PUT
Evolv Technologies
EVLV
$995M
$908K 0.17%
150,000
-46,900
-24% -$274K
CIFR icon
114
PUT
Cipher Digital
CIFR
$9.13B
$901K 0.17%
+70,000
New +$1.11M
ULCC icon
115
PUT
Frontier Group Holdings
ULCC
$1.55B
$883K 0.17%
250,000
– –
REAL icon
116
PUT
The RealReal
REAL
$1.46B
$848K 0.16%
93,400
-31,600
-25% -$400K
CHPT icon
117
PUT
ChargePoint
CHPT
$141M
$841K 0.16%
173,000
-11,000
-6% -$67K
ARQQ icon
118
PUT
Arqit Quantum
ARQQ
$298M
$795K 0.15%
60,000
-15,000
-20% -$282K
JMIA
119
PUT
Jumia Technologies
JMIA
$737M
$794K 0.15%
115,000
+9,500
+9% +$95.7K
SOUN icon
120
PUT
SoundHound AI
SOUN
$2.67B
$769K 0.15%
112,000
-55,500
-33% -$479K
QS icon
121
PUT
QuantumScape Corp
QS
$3.21B
$753K 0.14%
118,000
-300,000
-72% -$2.49M
SGRY icon
122
PUT
Surgery Partners
SGRY
$2.01B
$751K 0.14%
63,000
+26,000
+70% +$373K
CCL icon
123
PUT
Carnival Corporation Ltd
CCL
$38.1B
$725K 0.14%
28,000
+12,700
+83% +$370K
SHAK icon
124
PUT
Shake Shack
SHAK
$2.53B
$708K 0.14%
8,000
-4,500
-36% -$414K
LYFT icon
125
PUT
Lyft
LYFT
$6.02B
$705K 0.14%
+53,000
New +$821K
3 4
5
6 7

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SCM
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WPP
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LHC
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AAM
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Crawford Fund Management's Q1 2026 Portfolio in Review

As of Q1 2026, Crawford Fund Management held 227 positions worth $520M, down 32% from $759M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Crawford Fund Management withdrew a net $200M in Q1 2026, closing 44 positions and reducing 103 holdings. Its most notable exit was Grupo Cibest SA, an estimated $16.3M position sold in full.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 11% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Crawford Fund Management opened a new position in Houlihan Lokey worth $7.26M.

  • Crawford Fund Management's largest Q1 2026 buy was Houlihan Lokey: 50,531 shares worth $7.26M.
  • Crawford Fund Management added most to Roku in Q1 2026, an estimated $13.6M increase.
  • Crawford Fund Management's biggest Q1 2026 reduction was Cheniere Energy, cutting an estimated $9.04M.
  • Crawford Fund Management fully exited Grupo Cibest SA in Q1 2026, selling an estimated $16.3M.
  • Crawford Fund Management's ten largest holdings make up 30% of its $520M portfolio in Q1 2026.
  • Crawford Fund Management opened 28 new positions and closed 44 in Q1 2026.
  • Crawford Fund Management's portfolio value fell 32% quarter-over-quarter to $520M.

Based on Crawford Fund Management's 13F filing for Q1 2026, filed 15 May 2026.