Crown Advisors Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Crown Advisors Management, Inc. reported 39 stock positions worth $125.4 million. Its top holding was Comfort Systems USA (FIX) at 7.7% of the portfolio, followed by Nvidia (NVDA, 7.6%) and Federal Agric MTG Class C (AGM, 6.2%). Compared with Q1 2025, it opened 8 new positions, sold out of 6, added to 3 and reduced 10. The biggest buy was Comfort Systems USA (FIX, shares +29%) and the biggest sale an exit from Texas Roadhouse (TXRH).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001733248
- Portfolio Value
- $125.4M (Q2 2025)
- SEC Filing
- 0001733248-25-000006 ↗ filed Aug 5, 2025
Holdings Value
Holdings 39 stocks · $125.4M
| FIX Comfort Systems USA Inc. | 7.70% | 18,000 | $9.7M | Add +28.6% |
| NVDA Nvidia Corp. | 7.56% | 60,000 | $9.5M | Reduce -14.3% |
| AGM Federal Agric MTG Corp. Class C | 6.20% | 40,000 | $7.8M | No change |
| BBW Build-A-Bear Workshop Inc. | 6.17% | 150,000 | $7.7M | No change |
| LOPE Grand Canyon Education Inc. | 5.27% | 35,000 | $6.6M | No change |
| FCFS Firstcash Holdings Inc. | 4.31% | 40,000 | $5.4M | Add +33.3% |
| AROC Archrock Inc. | 3.96% | 200,000 | $5.0M | No change |
| LRCX Lam Research Corp. | 3.88% | 50,000 | $4.9M | No change |
| TTEK Tetra Tech Inc. | 3.58% | 125,000 | $4.5M | No change |
| BBSI Barrett Business SVCS Inc. | 3.32% | 100,000 | $4.2M | No change |
| NVR NVR Inc. | 2.94% | 500 | $3.7M | No change |
| CVCO Cavco Industries Inc. | 2.77% | 8,000 | $3.5M | Add +33.3% |
| FANG Diamondback Energy Inc. | 2.74% | 25,000 | $3.4M | No change |
| ROST Ross Stores Inc. | 2.65% | 26,000 | $3.3M | Reduce -13.3% |
| NWPX NWPX Infrastructure Inc. | 2.45% | 75,000 | $3.1M | No change |
| GBX Greenbrier Companies Inc. | 2.39% | 65,000 | $3.0M | Reduce -23.5% |
| TYL Tyler Technologies Inc. | 2.36% | 5,000 | $3.0M | No change |
| ENVA Enova International Inc. | 2.22% | 25,000 | $2.8M | No change |
| EAT Brinker International Inc. | 2.16% | 15,000 | $2.7M | New |
| LAUR Laureate Education Inc. | 1.86% | 100,000 | $2.3M | No change |
| STRL Sterling Infrastructure Inc. | 1.84% | 10,000 | $2.3M | No change |
| CVGW Calavo Growers Inc. | 1.80% | 85,000 | $2.3M | Reduce -22.7% |
| WSO Watsco Inc. | 1.76% | 5,000 | $2.2M | No change |
| AVNW Aviat Networks Inc. | 1.73% | 90,000 | $2.2M | New |
| TPB Turning Point Brands Inc. | 1.51% | 25,000 | $1.9M | New |
| HAS Hasbro Inc. | 1.47% | 25,000 | $1.8M | New |
| NGS Natural Gas Services Group | 1.44% | 70,000 | $1.8M | Reduce -30.0% |
| KGS Kodiak Gas Services Inc. | 1.37% | 50,000 | $1.7M | New |
| XBI SS SPDR S&P Biotech ETF | 1.32% | 20,000 | $1.7M | No change |
| GRBK Green Brick Partners Inc. | 1.25% | 25,000 | $1.6M | New |
| XOM Exxon Mobil Corp. | 1.20% | 13,940 | $1.5M | No change |
| JAKK Jakks Pacific Inc. | 0.99% | 60,000 | $1.2M | Reduce -40.0% |
| BLDR Builders Firstsource Inc. | 0.93% | 10,000 | $1.2M | No change |
| EWCZ European Wax Center Inc. Class A | 0.90% | 200,000 | $1.1M | New |
| CMG Chipotle Mexican Grill Inc. | 0.90% | 20,000 | $1.1M | Reduce -33.3% |
| FSS Federal Signal Corp. | 0.85% | 10,000 | $1.1M | Reduce -71.4% |
| GBFH Gbank Financial Holdings Inc. | 0.82% | 29,000 | $1.0M | New |
| PMTS Cpi Card Group Inc. | 0.76% | 40,000 | $948K | Reduce -2.4% |
| CCS Century Communities Inc. | 0.67% | 15,000 | $844K | Reduce -50.0% |
Portfolio Sells Q1 2025 → Q2 2025
| TXRH Texas Roadhouse Inc. | Sold out | 0.00% | −2.20 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −1.97 |
| AZZ Azz Inc. | Sold out | 0.00% | −1.84 |
| GBX Greenbrier Companies Inc. | Reduce -23.5% | 2.39% | −1.45 |
| FSS Federal Signal Corp. | Reduce -71.4% | 0.85% | −1.42 |
| JAKK Jakks Pacific Inc. | Reduce -40.0% | 0.99% | −1.18 |
| CCS Century Communities Inc. | Reduce -50.0% | 0.67% | −1.10 |
| GRNT Granite Ridge Resources Inc. | Sold out | 0.00% | −1.07 |
| UFPT Ufp Technologies Inc. | Sold out | 0.00% | −0.89 |
| ROST Ross Stores Inc. | Reduce -13.3% | 2.65% | −0.73 |
| CKPT Checkpoint Therapeutics Inc. | Sold out | 0.00% | −0.71 |
| CVGW Calavo Growers Inc. | Reduce -22.7% | 1.80% | −0.52 |
| NGS Natural Gas Services Group | Reduce -30.0% | 1.44% | −0.50 |
| CMG Chipotle Mexican Grill Inc. | Reduce -33.3% | 0.90% | −0.43 |
| PMTS Cpi Card Group Inc. | Reduce -2.4% | 0.76% | −0.30 |
| NVDA Nvidia Corp. | Reduce -14.3% | 7.56% | +0.88 |
Portfolio Buys Q1 2025 → Q2 2025
| FIX Comfort Systems USA Inc. | Add +28.6% | 7.70% | +3.72 |
| EAT Brinker International Inc. | New | 2.16% | +2.16 |
| AVNW Aviat Networks Inc. | New | 1.73% | +1.73 |
| TPB Turning Point Brands Inc. | New | 1.51% | +1.51 |
| HAS Hasbro Inc. | New | 1.47% | +1.47 |
| KGS Kodiak Gas Services Inc. | New | 1.37% | +1.37 |
| GRBK Green Brick Partners Inc. | New | 1.25% | +1.25 |
| FCFS Firstcash Holdings Inc. | Add +33.3% | 4.31% | +1.13 |
| EWCZ European Wax Center Inc. Class A | New | 0.90% | +0.90 |
| GBFH Gbank Financial Holdings Inc. | New | 0.82% | +0.82 |
| CVCO Cavco Industries Inc. | Add +33.3% | 2.77% | +0.03 |
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 |