CROWN ADVISORS MANAGEMENT, INC.
Long book
$150.7M
Q1 2026
Positions
40
Top-10 weight
57%
concentration
Last quarter
+19.6%
SPY +14.8%
Turnover
36%
of book per quarter
Strategy in plain words
auto-generated from filingsCROWN ADVISORS MANAGEMENT, INC. is a concentrated fundamental stock-picker, running a $150.7M US long book across 40 positions.
The portfolio is concentrated: the top 10 names carry 57% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: COMFORT SYSTEMS USA INC, LAM RESEARCH CORP, NVIDIA CORP, STERLING INFRASTRUCTURE INC, GRAND CANYON EDUCATION INC.
Over the last 9 quarters its long book ran on average 0.8pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-2.9%
Q2 2024
+7.4%
Q3 2024
-0.4%
Q4 2024
-11.9%
Q1 2025
+12.2%
Q2 2025
+14.1%
Q3 2025
+2.3%
Q4 2025
+7.0%
Q1 2026
+19.6%
Sector allocation
Industrials 35%
Services media 15%
Consumer discretionary 14%
Technology 11%
Energy 10%
Utilities 7%
Other 3%
Financials 2%
Long book by quarter
What does CROWN ADVISORS own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| FIX COMFORT SYSTEMS USA INC | Industrials | 13.0K | $17.9M | 11.9% | -18.8% |
| LRCX LAM RESEARCH CORP | Industrials | 50.0K | $10.7M | 7.1% | Held |
| NVDA NVIDIA CORP | Technology | 60.0K | $10.5M | 6.9% | Held |
| STRL STERLING INFRASTRUCTURE INC | Industrials | 20.0K | $8.1M | 5.4% | +11.1% |
| LOPE GRAND CANYON EDUCATION INC | Services media | 45.0K | $7.7M | 5.1% | Held |
| FCFS FIRSTCASH HOLDINGS INC | Consumer discretionary | 40.0K | $7.5M | 5.0% | Held |
| AROC ARCHROCK INC | Utilities | 200.0K | $7.0M | 4.6% | Held |
| NWPX NWPX INFRASTRUCTURE INC | Industrials | 75.0K | $5.8M | 3.9% | Held |
| ROST ROSS STORES INC | Consumer discretionary | 26.0K | $5.6M | 3.7% | Held |
| FANG DIAMONDBACK ENERGY INC | Energy | 25.0K | $4.9M | 3.3% | Held |
| TTEK TETRA TECH INC | Services media | 125.0K | $3.8M | 2.5% | Held |
| BBW BUILD-A-BEAR WORKSHOP INC | Consumer discretionary | 100.0K | $3.7M | 2.5% | -33.3% |
| LAUR LAUREATE EDUCATION INC | Services media | 100.0K | $3.5M | 2.3% | Held |
| ENVA ENOVA INTERNATIONAL INC | Financials | 25.0K | $3.4M | 2.3% | Held |
| NGS NATURAL GAS SERVICES GROUP | Energy | 80.0K | $3.0M | 2.0% | Held |
| TER TERADYNE INC | Technology | 10.0K | $3.0M | 2.0% | New |
| KGS KODIAK GAS SERVICES INC | Utilities | 50.0K | $2.9M | 1.9% | Held |
| GRBK GREEN BRICK PARTNERS INC | Industrials | 45.0K | $2.9M | 1.9% | Held |
| LBRT LIBERTY ENERGY INC | Energy | 100.0K | $2.9M | 1.9% | New |
| APEI AMERICAN PUBLIC EDUCATION | Services media | 50.0K | $2.8M | 1.9% | Held |
| NVR NVR INC | Industrials | 400 | $2.6M | 1.7% | -20.0% |
| EZPW EZCORP INC-CL A | Consumer discretionary | 100.0K | $2.5M | 1.7% | New |
| CVCO CAVCO INDUSTRIES INC | Other | 5.0K | $2.4M | 1.6% | -37.5% |
| GBX GREENBRIER COMPANIES INC | Industrials | 45.0K | $2.4M | 1.6% | -25.0% |
| XOM EXXON MOBIL CORP | Energy | 13.9K | $2.4M | 1.6% | Held |
| HAS HASBRO INC | Other | 25.0K | $2.3M | 1.6% | Held |
| AVNW AVIAT NETWORKS INC | Technology | 100.0K | $2.3M | 1.5% | New |
| PR PERMIAN RESOURCES CORP-CL A | Energy | 100.0K | $2.1M | 1.4% | New |
| BBSI BARRETT BUSINESS SVCS INC | Services media | 60.0K | $1.8M | 1.2% | -40.0% |
| FSS FEDERAL SIGNAL CORP | Industrials | 15.0K | $1.6M | 1.1% | Held |
| JLL JONES LANG LASALLE INC | Real estate | 5.0K | $1.5M | 1.0% | -50.0% |
| NPKI NPK INTERNATIONAL INC | Services media | 100.0K | $1.4M | 1.0% | New |
| TPB TURNING POINT BRANDS INC | Consumer staples | 15.0K | $1.3M | 0.9% | -70.0% |
| CVSA COVISTA INC | Services media | 8.0K | $922K | 0.6% | -46.7% |
| BLDR BUILDERS FIRSTSOURCE INC | Consumer discretionary | 10.0K | $823K | 0.5% | Held |
| PDFS PDF SOLUTIONS INC | Technology | 25.0K | $817K | 0.5% | New |
| AYTU AYTU BIOPHARMA INC | Healthcare | 145.0K | $395K | 0.3% | New |
| NAUT NAUTILUS BIOTECHNOLOGY INC | Healthcare | 100.0K | $388K | 0.3% | New |
| STRS STRATUS PROPERTIES INC | Real estate | 12.4K | $377K | 0.3% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 8, 2026 | 40 | $150.7M | confidential $K fixed canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 28, 2026 | 37 | $1.69B | confidential $K fixed canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 20, 2025 | 38 | $149.5M | confidential $K fixed canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 5, 2025 | 39 | $125.4M | confidential $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 37 | $113.5M | confidential $K fixed canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 11, 2025 | 37 | $155.7M | confidential $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 41 | $155.4M | confidential $K fixed canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 8, 2024 | 41 | $155.8M | confidential $K fixed canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 10, 2024 | 43 | $165.1M | confidential $K fixed canonical | SEC ↗ |
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