Crown Advisors Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Crown Advisors Management, Inc. reported 37 stock positions worth $152.0 million. Its top holding was Comfort Systems USA (FIX) at 9.8% of the portfolio, followed by Nvidia (NVDA, 7.4%) and Build-A-Bear Workshop (BBW, 6.0%). Compared with Q3 2025, it opened 3 new positions, sold out of 4, added to 5 and reduced 4. The biggest buy was a new position in Merit Medical Systems (MMSI) and the biggest sale an exit from Aviat Networks (AVNW).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001733248
- Portfolio Value
- $152.0M (Q4 2025)
- SEC Filing
- 0001733248-26-000002 ↗ filed Jan 28, 2026
Holdings Value
Holdings 37 stocks · $152.0M
| FIX Comfort Systems USA Inc. | 9.82% | 16,000 | $14.9M | Reduce -11.1% |
| NVDA Nvidia Corp. | 7.36% | 60,000 | $11.2M | No change |
| BBW Build-A-Bear Workshop Inc. | 6.05% | 150,000 | $9.2M | No change |
| LRCX Lam Research Corp. | 5.63% | 50,000 | $8.6M | No change |
| LOPE Grand Canyon Education Inc. | 4.92% | 45,000 | $7.5M | Add +28.6% |
| FCFS Firstcash Holdings Inc. | 4.19% | 40,000 | $6.4M | No change |
| AGM Federal Agric MTG Corp. Class C | 4.04% | 35,000 | $6.1M | Reduce -22.2% |
| STRL Sterling Infrastructure Inc. | 3.63% | 18,000 | $5.5M | No change |
| TPB Turning Point Brands Inc. | 3.57% | 50,000 | $5.4M | Add +25.0% |
| AROC Archrock Inc. | 3.42% | 200,000 | $5.2M | No change |
| CVCO Cavco Industries Inc. | 3.11% | 8,000 | $4.7M | No change |
| NWPX NWPX Infrastructure Inc. | 3.08% | 75,000 | $4.7M | No change |
| ROST Ross Stores Inc. | 3.08% | 26,000 | $4.7M | No change |
| TTEK Tetra Tech Inc. | 2.76% | 125,000 | $4.2M | No change |
| ENVA Enova International Inc. | 2.59% | 25,000 | $3.9M | No change |
| FANG Diamondback Energy Inc. | 2.47% | 25,000 | $3.8M | No change |
| NVR NVR Inc. | 2.40% | 500 | $3.6M | No change |
| BBSI Barrett Business SVCS Inc. | 2.38% | 100,000 | $3.6M | No change |
| LAUR Laureate Education Inc. | 2.21% | 100,000 | $3.4M | No change |
| JLL Jones Lang Lasalle Inc. | 2.21% | 10,000 | $3.4M | Add +25.0% |
| GRBK Green Brick Partners Inc. | 1.85% | 45,000 | $2.8M | Add +12.5% |
| GBX Greenbrier Companies Inc. | 1.84% | 60,000 | $2.8M | Reduce -7.7% |
| NGS Natural Gas Services Group | 1.77% | 80,000 | $2.7M | Add +14.3% |
| MMSI Merit Medical Systems Inc. | 1.74% | 30,000 | $2.6M | New |
| XBI SS SPDR S&P Biotech ETF | 1.60% | 20,000 | $2.4M | No change |
| TYL Tyler Technologies Inc. | 1.49% | 5,000 | $2.3M | No change |
| HAS Hasbro Inc. | 1.35% | 25,000 | $2.0M | No change |
| APEI American Public Education | 1.24% | 50,000 | $1.9M | New |
| KGS Kodiak Gas Services Inc. | 1.23% | 50,000 | $1.9M | No change |
| HQY Healthequity Inc. | 1.21% | 20,000 | $1.8M | No change |
| XOM Exxon Mobil Corp. | 1.10% | 13,940 | $1.7M | No change |
| FSS Federal Signal Corp. | 1.07% | 15,000 | $1.6M | No change |
| CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC | 1.02% | 15,000 | $1.6M | New |
| BLDR Builders Firstsource Inc. | 0.68% | 10,000 | $1.0M | No change |
| GBFH Gbank Financial Holdings Inc. | 0.65% | 29,000 | $982K | No change |
| CVGW Calavo Growers Inc. | 0.64% | 45,000 | $978K | Reduce -30.8% |
| CCS Century Communities Inc. | 0.59% | 15,000 | $890K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| AVNW Aviat Networks Inc. | Sold out | 0.00% | −1.53 |
| PRIM Primoris Services Corp. | Sold out | 0.00% | −1.38 |
| AGM Federal Agric MTG Corp. Class C | Reduce -22.2% | 4.04% | −1.02 |
| JAKK Jakks Pacific Inc. | Sold out | 0.00% | −0.75 |
| CMC Commercial Metals Co. | Sold out | 0.00% | −0.57 |
| CVGW Calavo Growers Inc. | Reduce -30.8% | 0.64% | −0.48 |
| GBX Greenbrier Companies Inc. | Reduce -7.7% | 1.84% | −0.16 |
| FIX Comfort Systems USA Inc. | Reduce -11.1% | 9.82% | −0.12 |
Portfolio Buys Q3 2025 → Q4 2025
| MMSI Merit Medical Systems Inc. | New | 1.74% | +1.74 |
| APEI American Public Education | New | 1.24% | +1.24 |
| CVSA Covista Inc. | New | 1.02% | +1.02 |
| TPB Turning Point Brands Inc. | Add +25.0% | 3.57% | +0.92 |
| JLL Jones Lang Lasalle Inc. | Add +25.0% | 2.21% | +0.62 |
| NGS Natural Gas Services Group | Add +14.3% | 1.77% | +0.46 |
| GRBK Green Brick Partners Inc. | Add +12.5% | 1.85% | −0.12 |
| LOPE Grand Canyon Education Inc. | Add +28.6% | 4.92% | −0.22 |
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 |