Crown Advisors Management, Inc. Portfolio Holdings

Crown Advisors Management, Inc.

  • $135 Million
  • Q4 2025

Crown Advisors Management, Inc. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $135 Million distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Comfort Systems Usa Inc with a value of $14.6M, Nvidia Corp with a value of $11.2M, Grand Canyon Education, Inc. with a value of $7.55M, Build A Bear Workshop Inc with a value of $7.36M, and First Cash Holdings, Inc. with a value of $6.4M.

Examining the 13F form we can see an decrease of $14.2M in the current position value, from $149M to 135M.

Crown Advisors Management, Inc. is based out at Larkspur, CA

Below you can find more details about Crown Advisors Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $135 Million
Industrials: $38.3 Million
Consumer Cyclical: $25 Million
Consumer Defensive: $19.7 Million
Financial Services: $15.3 Million
Technology: $13.5 Million
Energy: $12.5 Million
Healthcare: $4.59 Million
Real Estate: $3.03 Million
Other: $2.28 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32.5B
$14.6 Million 10.76% of portfolio
16,000
Q4 2025 Reduced 11.11%
$465B
$11.2 Million 8.28% of portfolio
60,000
Q2 2025 Reduced 14.29%
$5.23B
$7.55 Million 5.58% of portfolio
45,000
Q4 2025 Added 28.57%
$734M
$7.36 Million 5.44% of portfolio
150,000
Q2 2023 Added 50.0%
$7.49B
$6.4 Million 4.73% of portfolio
40,000
Q2 2025 Added 33.33%
$10.3B
$6.1 Million 4.51% of portfolio
18,000
Q3 2025 Added 80.0%
$1.52B
$5.74 Million 4.25% of portfolio
35,000
Q4 2025 Reduced 22.22%
$1.78B
$5.06 Million 3.74% of portfolio
50,000
Q4 2025 Added 25.0%
$3.75B
$4.82 Million 3.56% of portfolio
200,000
Q4 2024 Added 33.33%
$1.93B
$4.53 Million 3.35% of portfolio
125,000
Q3 2024 Added 400.0%
$4.96B
$4.46 Million 3.3% of portfolio
8,000
Q2 2025 Added 33.33%
$565M
$4.27 Million 3.16% of portfolio
75,000
Q4 2021 New
$55.7B
$4.18 Million 3.09% of portfolio
26,000
Q2 2025 Reduced 13.33%
$26.5B
$3.73 Million 2.76% of portfolio
25,000
Q1 2022 Added 66.67%
$23.4B
$3.64 Million 2.69% of portfolio
500
Q1 2025 Reduced 41.18%
$252M
$3.56 Million 2.63% of portfolio
100,000
Q2 2024 Added 300.0%
$14.5B
$3.03 Million 2.24% of portfolio
10,000
Q4 2025 Added 25.0%
$4.96B
$3.01 Million 2.23% of portfolio
100,000
Q2 2024 New
$1.41B
$2.57 Million 1.9% of portfolio
60,000
Q4 2025 Reduced 7.69%
$4.84B
$2.55 Million 1.89% of portfolio
30,000
Q4 2025 New
$2.57B
$2.51 Million 1.85% of portfolio
45,000
Q4 2025 Added 12.5%
$364M
$2.36 Million 1.75% of portfolio
80,000
Q4 2025 Added 14.29%
$19.5B
$2.34 Million 1.73% of portfolio
5,000
Q1 2021 Reduced 50.0%
$8.6B
$2.04 Million 1.5% of portfolio
20,000
Q3 2025 New
$10.7B
$1.94 Million 1.44% of portfolio
25,000
Q2 2025 New
$647M
$1.71 Million 1.27% of portfolio
50,000
Q4 2025 New
$6.65B
$1.65 Million 1.22% of portfolio
15,000
Q3 2025 Added 50.0%
$490B
$1.64 Million 1.21% of portfolio
13,940
Q2 2024 New
$4.38B
$1.45 Million 1.07% of portfolio
15,000
Q4 2025 New
$0
$1.03 Million 0.76% of portfolio
29,000
Q2 2025 New
$16.1B
$1.03 Million 0.76% of portfolio
10,000
Q1 2025 Reduced 66.67%
$370M
$939,000 0.69% of portfolio
45,000
Q4 2025 Reduced 30.77%
$1.86B
$879,000 0.65% of portfolio
15,000
Q2 2025 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $135 Million
  • Prior Value $149 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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