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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
+2.56%
1 Year Est. Return
+14.79%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$759M
AUM Growth
+$134M
Cap. Flow
+$140M
Cap. Flow %
18.38%
Top 10 Hldgs %
26%
Holding
227
New
34
Increased
68
Reduced
90
Closed
28

Top Buys

Rank Stock Value
1
CUBI icon
Customers Bancorp
CUBI
+$12.6M
2
OPCH icon
Option Care Health
OPCH
+$10.8M
3
NTB icon
Bank of N.T. Butterfield & Son
NTB
+$9.29M
4
YELP icon
Yelp
YELP
+$8.08M
5
UBER icon
Uber
UBER
+$7.72M

Top Sells

Rank Stock Value
1
UTHR icon
United Therapeutics
UTHR
+$5.37M
2
RGLD icon
Royal Gold
RGLD
+$4.54M
3
BUR icon
Burford Capital
BUR
+$4.32M
4
ROKU icon
Roku
ROKU
+$3.61M
5
VCEL icon
Vericel Corp
VCEL
+$3.35M

Sector Composition

Rank Sector Weight
1 Financials 10.97%
2 Consumer Discretionary 5.61%
3 Technology 5.44%
4 Communication Services 5.42%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RACE icon
176
PUT
Ferrari
RACE
$71.4B
$370K 0.05%
1,000
-300
-23% -$120K
HNST icon
177
PUT
The Honest Company
HNST
$432M
$359K 0.05%
139,000
-37,000
-21% -$113K
SPCE icon
178
PUT
Virgin Galactic
SPCE
$377M
$347K 0.05%
108,000
+54,500
+102% +$205K
WTRG icon
179
PUT
Essential Utilities
WTRG
$11.2B
$345K 0.05%
9,000
-28,500
-76% -$1.12M
PLAY icon
180
PUT
Dave & Buster's
PLAY
$358M
$340K 0.04%
21,000
-34,000
-62% -$569K
ALB icon
181
CALL
Albemarle
ALB
$14.2B
$339K 0.04%
2,400
-7,100
-75% -$806K
HCAT icon
182
PUT
Health Catalyst
HCAT
$169M
$323K 0.04%
135,000
-172,000
-56% -$470K
CMCSA icon
183
CALL
Comcast
CMCSA
$87B
$299K 0.04%
10,000
-25,000
-71% -$713K
TXG icon
184
PUT
10x Genomics
TXG
$6.15B
$287K 0.04%
17,600
+1,600
+10% +$24.2K
SIRI icon
185
CALL
SiriusXM
SIRI
$10.2B
$280K 0.04%
14,000
-5,000
-26% -$107K
MAC icon
186
PUT
Macerich
MAC
$7.21B
$277K 0.04%
15,000
-27,000
-64% -$476K
SG icon
187
CALL
Sweetgreen
SG
$713M
$270K 0.04%
+40,000
New +$275K
NWL icon
188
PUT
Newell Brands
NWL
$2.69B
$268K 0.04%
72,000
-74,000
-51% -$299K
ZETA icon
189
PUT
Zeta Global
ZETA
$6.74B
$244K 0.03%
12,000
-25,000
-68% -$467K
NVAX icon
190
PUT
Novavax
NVAX
$1.26B
$168K 0.02%
25,000
– –
BIZD icon
191
PUT
VanEck BDC Income ETF
BIZD
$1.61B
$156K 0.02%
+11,000
New +$158K
AMC icon
192
PUT
AMC Entertainment Holdings
AMC
$2.38B
$140K 0.02%
90,000
-125,000
-58% -$298K
HLLY icon
193
PUT
Holley
HLLY
$361M
$124K 0.02%
30,000
-30,000
-50% -$108K
COUR icon
194
PUT
Coursera
COUR
$1.68B
$110K 0.01%
15,000
-62,000
-81% -$540K
AIRS icon
195
CALL
AirSculpt Technologies
AIRS
$350M
$89.3K 0.01%
+45,100
New +$274K
BLND icon
196
PUT
Blend Labs
BLND
$484M
$79K 0.01%
26,000
-71,000
-73% -$226K
NWL icon
197
CALL
Newell Brands
NWL
$2.69B
$76.3K 0.01%
20,500
– –
DDD icon
198
PUT
3D Systems Corp
DDD
$622M
$54K 0.01%
30,500
– –
PLCE icon
199
PUT
Children's Place
PLCE
$58.3M
$43.8K 0.01%
11,000
-36,000
-77% -$258K
AGI icon
200
CALL
Alamos Gold
AGI
$13B
– –
-7,000
Closed -$244K
6 7
8
9 10

Similar funds

FIC
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CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
WPP
Whalerock Point Partners Providence, Rhode Island $518M AUM 25.26% 1-Year Est. Return
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return
AAM
AR Asset Management West Hollywood, California $517M AUM 18.31% 1-Year Est. Return
SC
Stempoint Capital New York $522M AUM 281.95% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return

Crawford Fund Management's Q4 2025 Portfolio in Review

As of Q4 2025, Crawford Fund Management held 227 positions worth $759M, up 21% from $625M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Crawford Fund Management deployed $140M of net new capital in Q4 2025, opening 34 new positions and adding to 68 existing holdings. Its largest new stake was Customers Bancorp: 183,850 shares worth $13.4M.

By sector, the portfolio is most concentrated in Financials at 11% of assets, up from 6.2% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was United Therapeutics, an estimated $5.37M trimmed.

  • Crawford Fund Management's largest Q4 2025 buy was Customers Bancorp: 183,850 shares worth $13.4M.
  • Crawford Fund Management added most to Yelp in Q4 2025, an estimated $8.08M increase.
  • Crawford Fund Management's biggest Q4 2025 reduction was United Therapeutics, cutting an estimated $5.37M.
  • Crawford Fund Management fully exited Royal Gold in Q4 2025, selling an estimated $4.54M.
  • Crawford Fund Management's ten largest holdings make up 26% of its $759M portfolio in Q4 2025.
  • Crawford Fund Management opened 34 new positions and closed 28 in Q4 2025.
  • Crawford Fund Management's portfolio value rose 21% quarter-over-quarter to $759M.

Based on Crawford Fund Management's 13F filing for Q4 2025, filed 17 Feb 2026.