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Crown Advisors Management Portfolio holdings

AUM $182M
1-Year Est. Return 103.97%
This Fund
S&P 500
This Quarter Est. Return
+38.71%
1 Year Est. Return
+103.97%
3 Year Est. Return
+283.89%
5 Year Est. Return
+511.49%
10 Year Est. Return
–
AUM
$182M
AUM Growth
+$31.5M
Cap. Flow
-$9.16M
Cap. Flow %
-5.03%
Top 10 Hldgs %
59.1%
Holding
45
New
5
Increased
5
Reduced
8
Closed
2

Top Buys

Rank Stock Value
1
AZZ icon
AZZ Inc
AZZ
+$2.84M
2
VTS icon
Vitesse Energy
VTS
+$2.66M
3
TSSI
TSS Inc
TSSI
+$1.35M
4
PCYO icon
Pure Cycle
PCYO
+$765K
5
PDFS icon
PDF Solutions
PDFS
+$744K

Top Sells

Rank Stock Value
1
FIX icon
Comfort Systems
FIX
+$5.44M
2
LRCX icon
Lam Research
LRCX
+$4.55M
3
AVNW icon
Aviat Networks
AVNW
+$2.26M
4
GRBK icon
Green Brick Partners
GRBK
+$1.73M
5
LOPE icon
Grand Canyon Education
LOPE
+$1.59M

Sector Composition

Rank Sector Weight
1 Industrials 28.32%
2 Technology 19.81%
3 Energy 15.33%
4 Financials 9.95%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HAS icon
26
Hasbro
HAS
$13.1B
$2.06M 1.13%
25,000
– –
FSS icon
27
Federal Signal
FSS
$7.28B
$1.93M 1.06%
15,000
– –
XOM icon
28
ExxonMobil
XOM
$656B
$1.91M 1.05%
13,940
– –
PR
29
Permian Resources
PR
$19.6B
$1.84M 1.01%
100,000
– –
GBX icon
30
The Greenbrier Companies
GBX
$1.34B
$1.72M 0.94%
35,000
-10,000
-22% -$492K
GRBK icon
31
Green Brick Partners
GRBK
$3.06B
$1.6M 0.88%
20,000
-25,000
-56% -$1.73M
NPKI
32
NPK International
NPKI
$1.12B
$1.59M 0.87%
100,000
– –
JLL icon
33
Jones Lang LaSalle
JLL
$16.7B
$1.55M 0.85%
5,000
– –
NVR icon
34
NVR
NVR
$16.8B
$1.36M 0.75%
200
-200
-50% -$1.27M
LBRT icon
35
Liberty Energy
LBRT
$3.36B
$1.31M 0.72%
50,000
-50,000
-50% -$1.5M
TPB icon
36
Turning Point Brands
TPB
$1.51B
$1.27M 0.7%
15,000
– –
TSSI
37
TSS Inc
TSSI
$238M
$1.23M 0.68%
+100,000
New +$1.35M
CVSA
38
Covista Inc
CVSA
$4.36B
$997K 0.55%
8,000
– –
BLDR icon
39
Builders FirstSource
BLDR
$7.08B
$895K 0.49%
10,000
– –
STRS
40
DELISTED
STRATUS PPTYS INC
STRS
$786K 0.43%
27,356
+15,000
+121% +$441K
PCYO icon
41
Pure Cycle
PCYO
$270M
$750K 0.41%
+70,000
New +$765K
AYTU icon
42
AYTU BioPharma
AYTU
$23.7M
$430K 0.24%
200,000
+55,000
+38% +$130K
FOSL icon
43
Fossil Group
FOSL
$305M
$414K 0.23%
+100,000
New +$448K
AVNW icon
44
Aviat Networks
AVNW
$253M
– –
-100,000
Closed -$2.26M
NAUT icon
45
Nautilus Biotechnolgy
NAUT
$115M
– –
-100,000
Closed -$388K
1
2

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BFP
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SRB
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PW
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MPW
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EWA
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PSC
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TA
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Crown Advisors Management's Q2 2026 Portfolio in Review

As of Q2 2026, Crown Advisors Management held 45 positions worth $182M, up 21% from $151M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Crown Advisors Management withdrew a net $9.16M in Q2 2026, closing 2 positions and reducing 8 holdings. Its most notable exit was Aviat Networks, an estimated $2.26M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 28% of assets, up from 25% a quarter earlier, followed by Technology and Energy.

Against the trend, Crown Advisors Management opened a new position in AZZ Inc worth $3.1M.

  • Crown Advisors Management's largest Q2 2026 buy was AZZ Inc: 20,000 shares worth $3.1M.
  • Crown Advisors Management added most to PDF Solutions in Q2 2026, an estimated $744K increase.
  • Crown Advisors Management's biggest Q2 2026 reduction was Comfort Systems, cutting an estimated $5.44M.
  • Crown Advisors Management fully exited Aviat Networks in Q2 2026, selling an estimated $2.26M.
  • Crown Advisors Management's ten largest holdings make up 59% of its $182M portfolio in Q2 2026.
  • Crown Advisors Management opened 5 new positions and closed 2 in Q2 2026.
  • Crown Advisors Management's portfolio value rose 21% quarter-over-quarter to $182M.

Based on Crown Advisors Management's 13F filing for Q2 2026, filed 7 Aug 2026.