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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
HCAT icon
201
PUT
Health Catalyst
HCAT
$154M
– –
-135,000
Closed -$323K
HIMS icon
202
PUT
Hims & Hers Health
HIMS
$6.43B
– –
-64,500
Closed -$2.09M
HLLY icon
203
PUT
Holley
HLLY
$321M
– –
-30,000
Closed -$124K
IEP icon
204
PUT
Icahn Enterprises
IEP
$5.24B
– –
-110,000
Closed -$831K
LCID icon
205
CALL
Lucid Motors
LCID
$2.88B
– –
-457,500
Closed -$484K
LMND icon
206
PUT
Lemonade
LMND
$3.74B
– –
-95,700
Closed -$6.81M
LUMN icon
207
PUT
Lumen
LUMN
$6.57B
– –
-60,500
Closed -$470K
MAC icon
208
PUT
Macerich
MAC
$7.33B
– –
-15,000
Closed -$277K
NATH icon
209
Nathan's Famous
NATH
$402M
– –
-58,926
Closed -$5.51M
NVAX icon
210
PUT
Novavax
NVAX
$1.2B
– –
-25,000
Closed -$168K
NWL icon
211
CALL
Newell Brands
NWL
$2.38B
– –
-20,500
Closed -$76.3K
OPCH icon
212
Option Care Health
OPCH
$3.45B
– –
-367,000
Closed -$11.9M
PFE icon
213
PUT
Pfizer
PFE
$143B
– –
-52,500
Closed -$1.31M
PLCE icon
214
PUT
Children's Place
PLCE
$54.3M
– –
-11,000
Closed -$43.8K
RIOT icon
215
PUT
Riot Platforms
RIOT
$7.63B
– –
-54,500
Closed -$691K
RUN icon
216
PUT
Sunrun
RUN
$2.34B
– –
-75,700
Closed -$1.39M
SFM icon
217
Sprouts Farmers Market
SFM
$8.13B
– –
-37,544
Closed -$2.8M
SG icon
218
CALL
Sweetgreen
SG
$766M
– –
-40,000
Closed -$270K
SIRI icon
219
CALL
SiriusXM
SIRI
$9.98B
– –
-14,000
Closed -$280K
SITM icon
220
PUT
SiTime
SITM
$16B
– –
-1,800
Closed -$636K
TPL icon
221
Texas Pacific Land
TPL
$27.8B
– –
-41,687
Closed -$12M
TSM icon
222
PUT
TSMC
TSM
$2.1T
– –
-8,000
Closed -$2.43M
WBD icon
223
PUT
Warner Bros
WBD
$65.9B
– –
-221,000
Closed -$6.37M
WTRG icon
224
PUT
Essential Utilities
WTRG
$11.3B
– –
-9,000
Closed -$345K
YELP icon
225
Yelp
YELP
$1.45B
– –
-523,958
Closed -$15.9M
6 7 8
9
10

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CI
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OIS
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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.