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Lloyd Harbor Capital Management’s Crescent Energy CRGY Stock Holding History

Lloyd Harbor Capital Management’s Portfolio CRGY Stock Details CRGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-355,000
Closed -$4.79M – 23
2026
Q1 		$4.79M Buy
+355,000
New +$3.72M 1.96% 19

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Lloyd Harbor Capital Management's CRGY Position: Q2 2026 in Review

Lloyd Harbor Capital Management sold out of Crescent Energy (CRGY) in Q2 2026, closing a stake of 355,000 shares — an estimated $4.79M sold.

Lloyd Harbor Capital Management first reported a position in CRGY in Q1 2026 and held it in 1 quarter. The position peaked at $4.79M in Q1 2026. 362 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Lloyd Harbor Capital Management reported no remaining Crescent Energy position as of Q2 2026 after selling out during the quarter.
  • Lloyd Harbor Capital Management sold 355,000 Crescent Energy shares in Q2 2026, an estimated $4.79M.
  • Lloyd Harbor Capital Management first reported a position in Crescent Energy in Q1 2026 and held it in 1 quarter.
  • Lloyd Harbor Capital Management's Crescent Energy position peaked at $4.79M in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Lloyd Harbor Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.