Crown Advisors Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Crown Advisors Management, Inc. reported 40 stock positions worth $150.7 million. Its top holding was Comfort Systems USA (FIX) at 11.9% of the portfolio, followed by Lam Research (LRCX, 7.1%) and Nvidia (NVDA, 6.9%). Compared with Q4 2025, it opened 10 new positions, sold out of 7, added to 1 and reduced 9. The biggest buy was a new position in Teradyne (TER) and the biggest sale an exit from Federal Agric MTG Class C (AGM).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001733248
- Portfolio Value
- $150.7M (Q1 2026)
- SEC Filing
- 0001733248-26-000004 ↗ filed May 8, 2026
Holdings Value
Holdings 40 stocks · $150.7M
| FIX Comfort Systems USA Inc. | 11.90% | 13,000 | $17.9M | Reduce -18.8% |
| LRCX Lam Research Corp. | 7.09% | 50,000 | $10.7M | No change |
| NVDA Nvidia Corp. | 6.95% | 60,000 | $10.5M | No change |
| STRL Sterling Infrastructure Inc. | 5.41% | 20,000 | $8.1M | Add +11.1% |
| LOPE Grand Canyon Education Inc. | 5.08% | 45,000 | $7.7M | No change |
| FCFS Firstcash Holdings Inc. | 4.99% | 40,000 | $7.5M | No change |
| AROC Archrock Inc. | 4.62% | 200,000 | $7.0M | No change |
| NWPX NWPX Infrastructure Inc. | 3.88% | 75,000 | $5.8M | No change |
| ROST Ross Stores Inc. | 3.74% | 26,000 | $5.6M | No change |
| FANG Diamondback Energy Inc. | 3.28% | 25,000 | $4.9M | No change |
| TTEK Tetra Tech Inc. | 2.50% | 125,000 | $3.8M | No change |
| BBW Build-A-Bear Workshop Inc. | 2.49% | 100,000 | $3.7M | Reduce -33.3% |
| LAUR Laureate Education Inc. | 2.31% | 100,000 | $3.5M | No change |
| ENVA Enova International Inc. | 2.25% | 25,000 | $3.4M | No change |
| NGS Natural Gas Services Group | 2.00% | 80,000 | $3.0M | No change |
| TER Teradyne Inc. | 1.97% | 10,000 | $3.0M | New |
| KGS Kodiak Gas Services Inc. | 1.94% | 50,000 | $2.9M | No change |
| GRBK Green Brick Partners Inc. | 1.92% | 45,000 | $2.9M | No change |
| LBRT Liberty Energy Inc. | 1.91% | 100,000 | $2.9M | New |
| APEI American Public Education | 1.89% | 50,000 | $2.8M | No change |
| NVR NVR Inc. | 1.75% | 400 | $2.6M | Reduce -20.0% |
| XBI SS SPDR S&P Biotech ETF | 1.70% | 20,000 | $2.6M | No change |
| EZPW Ezcorp Inc. Class A | 1.68% | 100,000 | $2.5M | New |
| CVCO Cavco Industries Inc. | 1.61% | 5,000 | $2.4M | Reduce -37.5% |
| GBX Greenbrier Companies Inc. | 1.57% | 45,000 | $2.4M | Reduce -25.0% |
| XOM Exxon Mobil Corp. | 1.57% | 13,940 | $2.4M | No change |
| HAS Hasbro Inc. | 1.55% | 25,000 | $2.3M | No change |
| AVNW Aviat Networks Inc. | 1.50% | 100,000 | $2.3M | New |
| PR Permian Resources Corp. Class A | 1.42% | 100,000 | $2.1M | New |
| BBSI Barrett Business SVCS Inc. | 1.16% | 60,000 | $1.8M | Reduce -40.0% |
| FSS Federal Signal Corp. | 1.08% | 15,000 | $1.6M | No change |
| JLL Jones Lang Lasalle Inc. | 1.01% | 5,000 | $1.5M | Reduce -50.0% |
| NPKI NPK International Inc. | 0.96% | 100,000 | $1.4M | New |
| TPB Turning Point Brands Inc. | 0.86% | 15,000 | $1.3M | Reduce -70.0% |
| CVSA Covista Inc. | 0.61% | 8,000 | $922K | Reduce -46.7% |
| BLDR Builders Firstsource Inc. | 0.55% | 10,000 | $823K | No change |
| PDFS PDF Solutions Inc. | 0.54% | 25,000 | $817K | New |
| AYTU Aytu Biopharma Inc. | 0.26% | 145,000 | $395K | New |
| NAUT Nautilus Biotechnology Inc. | 0.26% | 100,000 | $388K | New |
| STRS Stratus Properties Inc. | 0.25% | 12,356 | $377K | New |
Portfolio Sells Q4 2025 → Q1 2026
| AGM Federal Agric MTG Corp. Class C | Sold out | 0.00% | −4.04 |
| BBW Build-A-Bear Workshop Inc. | Reduce -33.3% | 2.49% | −3.56 |
| TPB Turning Point Brands Inc. | Reduce -70.0% | 0.86% | −2.70 |
| MMSI Merit Medical Systems Inc. | Sold out | 0.00% | −1.74 |
| CVCO Cavco Industries Inc. | Reduce -37.5% | 1.61% | −1.50 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −1.49 |
| BBSI Barrett Business SVCS Inc. | Reduce -40.0% | 1.16% | −1.22 |
| HQY Healthequity Inc. | Sold out | 0.00% | −1.21 |
| JLL Jones Lang Lasalle Inc. | Reduce -50.0% | 1.01% | −1.20 |
| NVR NVR Inc. | Reduce -20.0% | 1.75% | −0.65 |
| GBFH Gbank Financial Holdings Inc. | Sold out | 0.00% | −0.65 |
| CVGW Calavo Growers Inc. | Sold out | 0.00% | −0.64 |
| CCS Century Communities Inc. | Sold out | 0.00% | −0.59 |
| CVSA Covista Inc. | Reduce -46.7% | 0.61% | −0.41 |
| GBX Greenbrier Companies Inc. | Reduce -25.0% | 1.57% | −0.27 |
| FIX Comfort Systems USA Inc. | Reduce -18.8% | 11.90% | +2.08 |
Portfolio Buys Q4 2025 → Q1 2026
| TER Teradyne Inc. | New | 1.97% | +1.97 |
| LBRT Liberty Energy Inc. | New | 1.91% | +1.91 |
| STRL Sterling Infrastructure Inc. | Add +11.1% | 5.41% | +1.78 |
| EZPW Ezcorp Inc. Class A | New | 1.68% | +1.68 |
| AVNW Aviat Networks Inc. | New | 1.50% | +1.50 |
| PR Permian Resources Corp. Class A | New | 1.42% | +1.42 |
| NPKI NPK International Inc. | New | 0.96% | +0.96 |
| PDFS PDF Solutions Inc. | New | 0.54% | +0.54 |
| AYTU Aytu Biopharma Inc. | New | 0.26% | +0.26 |
| NAUT Nautilus Biotechnology Inc. | New | 0.26% | +0.26 |
| STRS Stratus Properties Inc. | New | 0.25% | +0.25 |
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 |