Latest CROWN ADVISORS MANAGEMENT, INC. Stock Portfolio
$150Million– No. of Holdings #40
CROWN ADVISORS MANAGEMENT, INC. Performance:
2026 Q1: 8.83%YTD: 8.83%2025: 16.71%
Performance for 2026 Q1 is 8.83%, and YTD is 8.83%, and 2025 is 16.71%.
About CROWN ADVISORS MANAGEMENT, INC. and 13F Hedge Fund Stock Holdings
On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, CROWN ADVISORS MANAGEMENT, INC. reported an equity portfolio of $150.7 Millions as of 31 Mar, 2026.
The top stock holdings of CROWN ADVISORS MANAGEMENT, INC. are FIX, LRCX, NVDA. The fund has invested 11.9% of it's portfolio in COMFORT SYS USA INC and 7.1% of portfolio in LAM RESEARCH CORPORATION CMN.
The fund managers got completely rid off FEDERAL AGRIC MTG CORP (AGM), MERIT MED SYS INC (MMSI) and TYLER TECHNOLOGIES INC (TYL) stocks. They significantly reduced their stock positions in TURNING PT BRANDS INC (TPB), JONES LANG LASALLE INC (JLL) and COVISTA INC (ATGE). CROWN ADVISORS MANAGEMENT, INC. opened new stock positions in TERADYNE INC (TER), LIBERTY ENERGY INC (LBRT) and EZCORP INC (EZPW). The fund showed a lot of confidence in some stocks as they added substantially to STERLING INFRASTRUCTURE INC (STRL).
The top stock holdings of CROWN ADVISORS MANAGEMENT, INC. are FIX, LRCX, NVDA. The fund has invested 11.9% of it's portfolio in COMFORT SYS USA INC and 7.1% of portfolio in LAM RESEARCH CORPORATION CMN.
The fund managers got completely rid off FEDERAL AGRIC MTG CORP (AGM), MERIT MED SYS INC (MMSI) and TYLER TECHNOLOGIES INC (TYL) stocks. They significantly reduced their stock positions in TURNING PT BRANDS INC (TPB), JONES LANG LASALLE INC (JLL) and COVISTA INC (ATGE). CROWN ADVISORS MANAGEMENT, INC. opened new stock positions in TERADYNE INC (TER), LIBERTY ENERGY INC (LBRT) and EZCORP INC (EZPW). The fund showed a lot of confidence in some stocks as they added substantially to STERLING INFRASTRUCTURE INC (STRL).
CROWN ADVISORS MANAGEMENT, INC. Equity Portfolio Value
Last Reported on: 08 May, 2026
CROWN ADVISORS MANAGEMENT, INC. Annual Return Estimates Vs S&P 500
Our best estimate is that CROWN ADVISORS MANAGEMENT, INC. made a return of 8.83% in the last quarter. In trailing 12 months, it's portfolio return was 40.11%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| teradyne inc | 2,964,000 |
| liberty energy inc | 2,880,000 |
| ezcorp inc | 2,538,000 |
| aviat networks inc | 2,261,000 |
| permian resources corp | 2,132,000 |
| npk international inc | 1,449,000 |
| pdf solutions inc | 817,000 |
| aytu biopharma inc | 395,000 |
New stocks bought by CROWN ADVISORS MANAGEMENT, INC.
Additions
| Ticker | % Inc. |
|---|---|
| sterling infrastructure inc | 11.11 |
Additions to existing portfolio by CROWN ADVISORS MANAGEMENT, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| turning pt brands inc | -70.00 |
| jones lang lasalle inc | -50.00 |
| covista inc | -46.67 |
| barrett business svcs inc | -40.00 |
| cavco inds inc del | -37.5 |
| build-a-bear workshop inc | -33.33 |
| greenbrier cos inc | -25.00 |
| n v r inc cmn | -20.00 |
CROWN ADVISORS MANAGEMENT, INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| calavo growers inc | -978,000 |
| federal agric mtg corp | -6,144,000 |
| merit med sys inc | -2,644,000 |
| gbank finl hldgs inc | -982,000 |
| healthequity inc | -1,832,000 |
| century communities inc cmn | -890,000 |
| tyler technologies inc | -2,269,000 |
CROWN ADVISORS MANAGEMENT, INC. got rid off the above stocks
Sector Distribution
CROWN ADVISORS MANAGEMENT, INC. has about 28% of it's holdings in Industrials sector.
- Industrials
- Technology
- Energy
- Consumer Cyclical
- Consumer Defensive
- Financial Services
- Others
- Real Estate
| Sector | % |
|---|---|
| Industrials | 28 |
| Technology | 18 |
| Energy | 15.8 |
| Consumer Cyclical | 13.1 |
| Consumer Defensive | 10.8 |
| Financial Services | 8.9 |
| Others | 3.6 |
| Real Estate | 1.3 |
Market Cap. Distribution
CROWN ADVISORS MANAGEMENT, INC. has about 48.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MID-CAP
- SMALL-CAP
- MEGA-CAP
- UNALLOCATED
| Category | % |
|---|---|
| LARGE-CAP | 32.6 |
| MID-CAP | 29.8 |
| SMALL-CAP | 17.7 |
| MEGA-CAP | 15.6 |
| UNALLOCATED | 3.6 |
Stocks belong to which Index?
About 81.4% of the stocks held by CROWN ADVISORS MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.
- RUSSELL 2000
- S&P 500
- Others
| Index | % |
|---|---|
| RUSSELL 2000 | 53.5 |
| S&P 500 | 27.9 |
| Others | 18.6 |
CROWN ADVISORS MANAGEMENT, INC. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of CROWN ADVISORS MANAGEMENT, INC.
CROWN ADVISORS MANAGEMENT, INC. has 40 stocks in it's portfolio. About 56.9% of the portfolio is in top 10 stocks. BBW proved to be the most loss making stock for the portfolio. FIX was the most profitable stock for CROWN ADVISORS MANAGEMENT, INC. last quarter.
Last Reported on: 08 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AGM | federal agric mtg corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| APEI | american pub ed inc | 1.89 | 50,000 | 2,844,000 | unchanged | 0.00 | ||
| AROC | archrock inc | 4.62 | 200,000 | 6,960,000 | unchanged | 0.00 | ||
| ATGE | covista inc | 0.61 | 8,000 | 922,000 | reduced | -46.67 | ||
| AVNW | aviat networks inc | 1.50 | 100,000 | 2,261,000 | new | |||
| AYTU | aytu biopharma inc | 0.26 | 145,000 | 395,000 | new | |||
| BBSI | barrett business svcs inc | 1.16 | 60,000 | 1,750,000 | reduced | -40.00 | ||
| BBW | build-a-bear workshop inc | 2.49 | 100,000 | 3,745,000 | reduced | -33.33 | ||
| BIL | spdr series trust | 1.70 | 20,000 | 2,554,000 | unchanged | 0.00 | ||
| BLDR | builders firstsource, inc. cmn | 0.55 | 10,000 | 823,000 | unchanged | 0.00 | ||
| CCS | century communities inc cmn | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CVCO | cavco inds inc del | 1.61 | 5,000 | 2,421,000 | reduced | -37.5 | ||
| CVGW | calavo growers inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ENVA | enova intl inc | 2.25 | 25,000 | 3,395,000 | unchanged | 0.00 | ||
| EZPW | ezcorp inc | 1.69 | 100,000 | 2,538,000 | new | |||
| FANG | diamondback energy inc | 3.28 | 25,000 | 4,944,000 | unchanged | 0.00 | ||
| FCFS | firstcash holdings inc | 4.99 | 40,000 | 7,520,000 | unchanged | 0.00 | ||
| FIX | comfort sys usa inc | 11.90 | 13,000 | 17,926,000 | reduced | -18.75 | ||
| FSS | federal signal corp | 1.08 | 15,000 | 1,622,000 | unchanged | 0.00 | ||
| GBX | greenbrier cos inc | 1.57 | 45,000 | 2,369,000 | reduced | -25.00 | ||