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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
PLTR icon
1
PUT
Palantir
PLTR
$295B
$32.2M 4.24%
180,900
+157,900
+687% +$28.6M
BA icon
2
PUT
Boeing
BA
$169B
$23.1M 3.04%
106,200
-11,000
-9% -$2.26M
BE icon
3
PUT
Bloom Energy
BE
$48.2B
$19.5M 2.57%
224,500
-15,500
-6% -$1.63M
IONQ icon
4
PUT
IonQ
IONQ
$11.9B
$18.9M 2.49%
421,000
+72,500
+21% +$4.06M
NXST icon
5
Nexstar Media Group
NXST
$6.01B
$18.4M 2.42%
90,593
+33,250
+58% +$6.49M
UBER icon
6
Uber
UBER
$145B
$18.3M 2.42%
224,564
+85,764
+62% +$7.72M
XPEL icon
7
XPEL
XPEL
$1.22B
$18.2M 2.4%
364,251
+104,048
+40% +$4.35M
LNG icon
8
Cheniere Energy
LNG
$54.2B
$16.6M 2.18%
85,175
+36,299
+74% +$7.62M
CIB icon
9
Grupo Cibest SA
CIB
$21.2B
$16.3M 2.15%
256,601
+92,101
+56% +$5.51M
YELP icon
10
Yelp
YELP
$1.54B
$15.9M 2.1%
523,958
+261,913
+100% +$8.08M
WT icon
11
WisdomTree
WT
$2.79B
$15.1M 1.99%
1,241,269
+548,095
+79% +$6.62M
AFRM icon
12
PUT
Affirm
AFRM
$23.5B
$15M 1.98%
202,100
-1,500
-0.7% -$108K
CUBI icon
13
Customers Bancorp
CUBI
$2.66B
$13.4M 1.77%
+183,850
New +$12.6M
BAH icon
14
Booz Allen Hamilton
BAH
$8.44B
$13M 1.72%
154,611
+57,961
+60% +$5.19M
SA
15
Seabridge Gold
SA
$2.72B
$12M 1.58%
405,743
-10,675
-3% -$281K
SAM icon
16
Boston Beer
SAM
$1.95B
$12M 1.58%
61,481
+18,795
+44% +$3.88M
TPL icon
17
Texas Pacific Land
TPL
$26.9B
$12M 1.58%
41,687
+13,037
+46% +$3.98M
OPCH icon
18
Option Care Health
OPCH
$3.58B
$11.7M 1.54%
+367,000
New +$10.8M
SNOW icon
19
PUT
Snowflake
SNOW
$98.1B
$11.5M 1.51%
52,400
+42,600
+435% +$10.4M
RIVN icon
20
PUT
Rivian
RIVN
$23.6B
$10.8M 1.43%
550,000
+51,000
+10% +$810K
NTB icon
21
Bank of N.T. Butterfield & Son
NTB
$2.41B
$10M 1.32%
+201,504
New +$9.29M
HBCP icon
22
Home Bancorp
HBCP
$558M
$9.85M 1.3%
170,448
+42,940
+34% +$2.39M
ASTS icon
23
PUT
AST SpaceMobile
ASTS
$15.8B
$9.73M 1.28%
134,000
+33,300
+33% +$2.38M
UNH icon
24
PUT
UnitedHealth
UNH
$382B
$9.24M 1.22%
28,000
-11,900
-30% -$4.03M
TOST icon
25
Toast
TOST
$18.9B
$9.02M 1.19%
253,936
+127,886
+101% +$4.61M
1
2 3 4 5

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FIC
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GSAM
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CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
OIS
Okabena Investment Services Minneapolis, Minnesota $519M AUM 23.2% 1-Year Est. Return
SW
Solidarity Wealth Lehi, Utah $521M AUM 16.4% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
WPP
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LHC
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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.