Latest CROWN ADVISORS MANAGEMENT, INC. Stock Portfolio
CROWN ADVISORS MANAGEMENT, INC. Performance:
2025 Q3: 14.65%YTD: 14.66%2024: -4.94%
Performance for 2025 Q3 is 14.65%, and YTD is 14.66%, and 2024 is -4.94%.
About CROWN ADVISORS MANAGEMENT, INC. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, CROWN ADVISORS MANAGEMENT, INC. reported an equity portfolio of $149.5 Millions as of 30 Sep, 2025.
The top stock holdings of CROWN ADVISORS MANAGEMENT, INC. are FIX, NVDA, BBW. The fund has invested 9.9% of it's portfolio in COMFORT SYS USA INC and 7.5% of portfolio in NVIDIA CORPORATION CMN.
The fund managers got completely rid off BRINKER INTL INC (EAT), WATSCO INC (WSO) and EUROPEAN WAX CTR INC (EWCZ) stocks. They significantly reduced their stock positions in CALAVO GROWERS INC (CVGW). CROWN ADVISORS MANAGEMENT, INC. opened new stock positions in JONES LANG LASALLE INC (JLL), PRIMORIS SVCS CORP (PRIM) and HEALTHEQUITY INC (HQY). The fund showed a lot of confidence in some stocks as they added substantially to STERLING INFRASTRUCTURE INC (STRL), GREEN BRICK PARTNERS INC (GRBK) and TURNING PT BRANDS INC (TPB).
The top stock holdings of CROWN ADVISORS MANAGEMENT, INC. are FIX, NVDA, BBW. The fund has invested 9.9% of it's portfolio in COMFORT SYS USA INC and 7.5% of portfolio in NVIDIA CORPORATION CMN.
The fund managers got completely rid off BRINKER INTL INC (EAT), WATSCO INC (WSO) and EUROPEAN WAX CTR INC (EWCZ) stocks. They significantly reduced their stock positions in CALAVO GROWERS INC (CVGW). CROWN ADVISORS MANAGEMENT, INC. opened new stock positions in JONES LANG LASALLE INC (JLL), PRIMORIS SVCS CORP (PRIM) and HEALTHEQUITY INC (HQY). The fund showed a lot of confidence in some stocks as they added substantially to STERLING INFRASTRUCTURE INC (STRL), GREEN BRICK PARTNERS INC (GRBK) and TURNING PT BRANDS INC (TPB).
CROWN ADVISORS MANAGEMENT, INC. Annual Return Estimates Vs S&P 500
Our best estimate is that CROWN ADVISORS MANAGEMENT, INC. made a return of 14.65% in the last quarter. In trailing 12 months, it's portfolio return was 16.47%.
New Buys
| Ticker | $ Bought |
|---|---|
| jones lang lasalle inc | 2,386,000 |
| primoris svcs corp | 2,059,000 |
| healthequity inc | 1,895,000 |
| commercial metals co | 859,000 |
New stocks bought by CROWN ADVISORS MANAGEMENT, INC.
Additions
| Ticker | % Inc. |
|---|---|
| sterling infrastructure inc | 80.00 |
| green brick partners inc | 60.00 |
| turning pt brands inc | 60.00 |
| federal signal corp | 50.00 |
| federal agric mtg corp | 12.5 |
| aviat networks inc | 11.11 |
Additions to existing portfolio by CROWN ADVISORS MANAGEMENT, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| calavo growers inc | -23.53 |
CROWN ADVISORS MANAGEMENT, INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| european wax ctr inc | -1,126,000 |
| cpi card group inc | -948,000 |
| chipotle mexican grill inc | -1,123,000 |
| brinker intl inc | -2,704,000 |
| watsco inc | -2,208,000 |
CROWN ADVISORS MANAGEMENT, INC. got rid off the above stocks
Sector Distribution
CROWN ADVISORS MANAGEMENT, INC. has about 27.8% of it's holdings in Industrials sector.
| Sector | % |
|---|---|
| Industrials | 27.8 |
| Consumer Cyclical | 19.6 |
| Technology | 15.3 |
| Financial Services | 11.2 |
| Consumer Defensive | 11 |
| Energy | 8.3 |
| Others | 3.3 |
| Real Estate | 1.6 |
| Healthcare | 1.3 |
Market Cap. Distribution
CROWN ADVISORS MANAGEMENT, INC. has about 37.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MID-CAP | 37.5 |
| LARGE-CAP | 29.1 |
| SMALL-CAP | 19.5 |
| MEGA-CAP | 8.5 |
| UNALLOCATED | 3.3 |
| MICRO-CAP | 2.1 |
Stocks belong to which Index?
About 85% of the stocks held by CROWN ADVISORS MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| RUSSELL 2000 | 61.2 |
| S&P 500 | 23.8 |
| Others | 15 |
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 38 stocks in it's portfolio. About 53.6% of the portfolio is in top 10 stocks. AGM 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: 20 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AGM | federal agric mtg corp | 5.06 | 45,000 | 7,559,000 | added | 12.5 | ||
| AROC | archrock inc | 3.52 | 200,000 | 5,262,000 | unchanged | 0.00 | ||
| AVNW | aviat networks inc | 1.53 | 100,000 | 2,293,000 | added | 11.11 | ||
| BBSI | barrett business svcs inc | 2.96 | 100,000 | 4,432,000 | unchanged | 0.00 | ||
| BBW | build-a-bear workshop inc | 6.54 | 150,000 | 9,781,000 | unchanged | 0.00 | ||
| BIL | spdr series trust | 1.34 | 20,000 | 2,004,000 | unchanged | 0.00 | ||
| BLDR | builders firstsource, inc. cmn | 0.81 | 10,000 | 1,212,000 | unchanged | 0.00 | ||
| CCS | century communities inc cmn | 0.64 | 15,000 | 950,000 | unchanged | 0.00 | ||
| CMC | commercial metals co | 0.58 | 15,000 | 859,000 | new | |||
| CMG | chipotle mexican grill inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CVCO | cavco inds inc del | 3.11 | 8,000 | 4,645,000 | unchanged | 0.00 | ||
| CVGW | calavo growers inc | 1.12 | 65,000 | 1,673,000 | reduced | -23.53 | ||
| EAT | brinker intl inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ENVA | enova intl inc | 1.93 | 25,000 | 2,877,000 | unchanged | 0.00 | ||
| EWCZ | european wax ctr inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| FANG | diamondback energy inc | 2.39 | 25,000 | 3,577,000 | unchanged | 0.00 | ||
| FCFS | firstcash holdings inc | 4.24 | 40,000 | 6,336,000 | unchanged | 0.00 | ||
| FIX | comfort sys usa inc | 9.94 | 18,000 | 14,853,000 | unchanged | 0.00 | ||
| FSS | federal signal corp | 1.19 | 15,000 | 1,784,000 | added | 50.00 | ||
| GBX | greenbrier cos inc | 2.01 | 65,000 | 3,001,000 | unchanged | 0.00 | ||