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CAM

Crown Advisors Management Portfolio holdings

AUM $151M
1-Year Est. Return 73.11%
This Fund
S&P 500
This Quarter Est. Return
+19.2%
1 Year Est. Return
+73.11%
3 Year Est. Return
+216.17%
5 Year Est. Return
+405.17%
10 Year Est. Return
–
AUM
$151M
AUM Growth
-$1.37M
Cap. Flow
-$17.2M
Cap. Flow %
-11.4%
Top 10 Hldgs %
56.93%
Holding
47
New
10
Increased
1
Reduced
9
Closed
7

Top Buys

Rank Stock Value
1
TER icon
Teradyne
TER
+$2.79M
2
LBRT icon
Liberty Energy
LBRT
+$2.55M
3
EZPW icon
Ezcorp Inc
EZPW
+$2.4M
4
AVNW icon
Aviat Networks
AVNW
+$2.39M
5
PR
Permian Resources
PR
+$1.73M

Top Sells

Rank Stock Value
1
AGM icon
Federal Agricultural Mortgage
AGM
+$6.14M
2
TPB icon
Turning Point Brands
TPB
+$3.9M
3
FIX icon
Comfort Systems
FIX
+$3.81M
4
MMSI icon
Merit Medical Systems
MMSI
+$2.64M
5
BBW icon
Build-A-Bear
BBW
+$2.63M

Sector Composition

Rank Sector Weight
1 Industrials 25.12%
2 Technology 18.05%
3 Energy 16.74%
4 Consumer Discretionary 13.06%
5 Consumer Staples 10.75%

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Crown Advisors Management's Q1 2026 Portfolio in Review

As of Q1 2026, Crown Advisors Management held 47 positions worth $151M, down 0.9% from $152M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Crown Advisors Management withdrew a net $17.2M in Q1 2026, closing 7 positions and reducing 9 holdings. Its most notable exit was Federal Agricultural Mortgage, an estimated $6.14M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 25% of assets, up from 22% a quarter earlier, followed by Technology and Energy.

Against the trend, Crown Advisors Management opened a new position in Teradyne worth $2.96M.

  • Crown Advisors Management's largest Q1 2026 buy was Teradyne: 10,000 shares worth $2.96M.
  • Crown Advisors Management added most to Sterling Infrastructure in Q1 2026, an estimated $782K increase.
  • Crown Advisors Management's biggest Q1 2026 reduction was Turning Point Brands, cutting an estimated $3.9M.
  • Crown Advisors Management fully exited Federal Agricultural Mortgage in Q1 2026, selling an estimated $6.14M.
  • Crown Advisors Management's ten largest holdings make up 57% of its $151M portfolio in Q1 2026.
  • Crown Advisors Management opened 10 new positions and closed 7 in Q1 2026.
  • Crown Advisors Management's portfolio value fell 0.9% quarter-over-quarter to $151M.

Based on Crown Advisors Management's 13F filing for Q1 2026, filed 8 May 2026.