Crown Advisors Management, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Crown Advisors Management, Inc. reported 43 stock positions worth $182.1 million. Its top holding was Comfort Systems USA (FIX) at 10.9% of the portfolio, followed by Sterling Infrastructure (STRL, 9.2%) and Lam Research (LRCX, 8.3%). Compared with Q1 2026, it opened 5 new positions, sold out of 2, added to 5 and reduced 8. The biggest buy was a new position in Azz (AZZ) and the biggest sale Grand Canyon Education (LOPE, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001733248
- Portfolio Value
- $182.1M (Q2 2026)
- SEC Filing
- 0001733248-26-000006 ↗ filed Aug 7, 2026
Holdings Value
Holdings 43 stocks · $182.1M
| FIX Comfort Systems USA Inc. | 10.88% | 10,000 | $19.8M | Reduce -23.1% |
| STRL Sterling Infrastructure Inc. | 9.22% | 20,000 | $16.8M | No change |
| LRCX Lam Research Corp. | 8.33% | 35,000 | $15.2M | Reduce -30.0% |
| NVDA Nvidia Corp. | 6.59% | 60,000 | $12.0M | No change |
| NWPX NWPX Infrastructure Inc. | 5.76% | 70,000 | $10.5M | Reduce -6.7% |
| FCFS Firstcash Holdings Inc. | 4.75% | 40,000 | $8.7M | No change |
| AROC Archrock Inc. | 4.47% | 200,000 | $8.1M | No change |
| ENVA Enova International Inc. | 3.30% | 25,000 | $6.0M | No change |
| ROST Ross Stores Inc. | 3.04% | 26,000 | $5.5M | No change |
| LOPE Grand Canyon Education Inc. | 2.75% | 35,000 | $5.0M | Reduce -22.2% |
| TER Teradyne Inc. | 2.66% | 10,000 | $4.8M | No change |
| KGS Kodiak Gas Services Inc. | 2.48% | 60,000 | $4.5M | Add +20.0% |
| FANG Diamondback Energy Inc. | 2.41% | 25,000 | $4.4M | No change |
| LAUR Laureate Education Inc. | 1.99% | 100,000 | $3.6M | No change |
| TTEK Tetra Tech Inc. | 1.98% | 125,000 | $3.6M | No change |
| EZPW Ezcorp Inc. Class A | 1.90% | 100,000 | $3.5M | No change |
| NGS Natural Gas Services Group | 1.90% | 80,000 | $3.5M | No change |
| APEI American Public Education | 1.77% | 60,000 | $3.2M | Add +20.0% |
| XBI SS SPDR S&P Biotech ETF | 1.74% | 20,000 | $3.2M | No change |
| AZZ Azz Inc. | 1.70% | 20,000 | $3.1M | New |
| CVCO Cavco Industries Inc. | 1.69% | 5,000 | $3.1M | No change |
| BBW Build-A-Bear Workshop Inc. | 1.68% | 100,000 | $3.1M | No change |
| PDFS PDF Solutions Inc. | 1.55% | 40,000 | $2.8M | Add +60.0% |
| VTS Vitesse Energy Inc. | 1.30% | 150,000 | $2.4M | New |
| BBSI Barrett Business SVCS Inc. | 1.17% | 60,000 | $2.1M | No change |
| HAS Hasbro Inc. | 1.13% | 25,000 | $2.1M | No change |
| FSS Federal Signal Corp. | 1.06% | 15,000 | $1.9M | No change |
| XOM Exxon Mobil Corp. | 1.05% | 13,940 | $1.9M | No change |
| PR Permian Resources Corp. Class A | 1.01% | 100,000 | $1.8M | No change |
| GBX Greenbrier Companies Inc. | 0.94% | 35,000 | $1.7M | Reduce -22.2% |
| GRBK Green Brick Partners Inc. | 0.88% | 20,000 | $1.6M | Reduce -55.6% |
| NPKI NPK International Inc. | 0.87% | 100,000 | $1.6M | No change |
| JLL Jones Lang Lasalle Inc. | 0.85% | 5,000 | $1.5M | No change |
| NVR NVR Inc. | 0.75% | 200 | $1.4M | Reduce -50.0% |
| LBRT Liberty Energy Inc. | 0.72% | 50,000 | $1.3M | Reduce -50.0% |
| TPB Turning Point Brands Inc. | 0.70% | 15,000 | $1.3M | No change |
| TSSI TSS Inc. | 0.68% | 100,000 | $1.2M | New |
| CVSA Covista Inc. | 0.55% | 8,000 | $997K | No change |
| BLDR Builders Firstsource Inc. | 0.49% | 10,000 | $895K | No change |
| STRS Stratus Properties Inc. | 0.43% | 27,356 | $786K | Add +121.4% |
| PCYO Pure Cycle Corp. | 0.41% | 70,000 | $750K | New |
| AYTU Aytu Biopharma Inc. | 0.24% | 200,000 | $430K | Add +37.9% |
| FOSL Fossil Group Inc. | 0.23% | 100,000 | $414K | New |
Portfolio Sells Q1 2026 → Q2 2026
| LOPE Grand Canyon Education Inc. | Reduce -22.2% | 2.75% | −2.33 |
| AVNW Aviat Networks Inc. | Sold out | 0.00% | −1.50 |
| LBRT Liberty Energy Inc. | Reduce -50.0% | 0.72% | −1.19 |
| GRBK Green Brick Partners Inc. | Reduce -55.6% | 0.88% | −1.05 |
| FIX Comfort Systems USA Inc. | Reduce -23.1% | 10.88% | −1.02 |
| NVR NVR Inc. | Reduce -50.0% | 0.75% | −1.00 |
| GBX Greenbrier Companies Inc. | Reduce -22.2% | 0.94% | −0.63 |
| NAUT Nautilus Biotechnology Inc. | Sold out | 0.00% | −0.26 |
| LRCX Lam Research Corp. | Reduce -30.0% | 8.33% | +1.24 |
| NWPX NWPX Infrastructure Inc. | Reduce -6.7% | 5.76% | +1.89 |
Portfolio Buys Q1 2026 → Q2 2026
| AZZ Azz Inc. | New | 1.70% | +1.70 |
| VTS Vitesse Energy Inc. | New | 1.30% | +1.30 |
| PDFS PDF Solutions Inc. | Add +60.0% | 1.55% | +1.01 |
| TSSI TSS Inc. | New | 0.68% | +0.68 |
| KGS Kodiak Gas Services Inc. | Add +20.0% | 2.48% | +0.54 |
| PCYO Pure Cycle Corp. | New | 0.41% | +0.41 |
| FOSL Fossil Group Inc. | New | 0.23% | +0.23 |
| STRS Stratus Properties Inc. | Add +121.4% | 0.43% | +0.18 |
| AYTU Aytu Biopharma Inc. | Add +37.9% | 0.24% | −0.03 |
| APEI American Public Education | Add +20.0% | 1.77% | −0.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 43 | $182.1M | FIX, STRL, LRCX, NVDA, NWPX |
| Q1 2026 | 40 | $150.7M | FIX, LRCX, NVDA, STRL, LOPE |
| Q4 2025 | 37 | $152.0M | FIX, NVDA, BBW, LRCX, LOPE |
| Q3 2025 | 38 | $149.5M | FIX, NVDA, BBW, LOPE, AGM |
| Q2 2025 | 39 | $125.4M | FIX, NVDA, AGM, BBW, LOPE |
| Q1 2025 | 37 | $113.5M | NVDA, AGM, LOPE, BBW, AROC |
| Q4 2024 | 37 | $155.7M | NVDA, DECK, AGM, NVR, BBW |
| Q3 2024 | 41 | $155.4M | NVDA, DECK, NVR, BLDR, CCS |
| Q2 2024 | 41 | $155.8M | NVDA, WIRE, DECK, AGM, NVR |
| Q1 2024 | 43 | $165.1M | BLDR, NVDA, WIRE, DECK, AGM |