Crown Advisors Management, Inc. reported 42 positions worth $178.95M for the quarter ended Jun 30, 2026, up 20.8% on the prior quarter. It opened 5 new positions, added to 5, trimmed 8 and exited 2. Its largest holding is Comfort Systems Usa Inc at 11.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AZZ Azz Inc | +20.0K | – | $3.10M | 1.73% |
| VTS Vitesse Energy, Inc. | +150.0K | – | $2.37M | 1.32% |
| TSSI TSS, Inc. | +100.0K | – | $1.23M | 0.687% |
| PDFS Pdf Solutions Inc | +15.0K | +60.0% | $1.06M | 1.58% |
| KGS Kodiak Gas Services, Inc. | +10.0K | +20.0% | $751.30K | 2.52% |
| PCYO Pure Cycle Corp | +70.0K | – | $749.70K | 0.419% |
| APEI American Public Education Inc | +10.0K | +20.0% | $537.00K | 1.8% |
| STRS Stratus Properties Inc | +15.0K | +121.4% | $431.25K | 0.44% |
| FOSL Fossil Group, Inc. | +100.0K | – | $414.00K | 0.231% |
| AYTU Aytu Biopharma, Inc | +55.0K | +37.9% | $118.25K | 0.24% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LRCX Lam Research Corp | -15.0K | -30.0% | $6.50M | 8.48% |
| FIX Comfort Systems Usa Inc | -3,000 | -23.1% | $5.95M | 11.08% |
| AVNW Aviat Networks, Inc. | -100.0K | -100.0% | $2.26M | Exited |
| GRBK Green Brick Partners, Inc. | -25.0K | -55.6% | $2.00M | 0.895% |
| LOPE Grand Canyon Education, Inc. | -10.0K | -22.2% | $1.43M | 2.8% |
| NVR Nvr Inc | -200 | -50.0% | $1.36M | 0.761% |
| LBRT Liberty Energy Inc. | -50.0K | -50.0% | $1.31M | 0.732% |
| NWPX NWPX Infrastructure, Inc. | -5,000 | -6.7% | $749.70K | 5.87% |
| GBX Greenbrier Companies Inc | -10.0K | -22.2% | $490.10K | 0.959% |
| NAUT Nautilus Biotechnology, Inc. | -100.0K | -100.0% | $388.00K | Exited |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | FIX Comfort Systems Usa Inc | Industrials | 10.0K | $19.82M | 11.08% | -3,000 | -23.1% | Reduced | 0.03% |
| 2 | STRL Sterling Infrastructure, Inc. | Industrials | 20.0K | $16.79M | 9.38% | 0 | 0.0% | Unchanged | 0.07% |
| 3 | LRCX Lam Research Corp | Technology | 35.0K | $15.17M | 8.48% | -15.0K | -30.0% | Reduced | 0% |
| 4 | NVDA Nvidia Corp | Technology | 60.0K | $12.01M | 6.71% | 0 | 0.0% | Unchanged | 0% |
| 5 | NWPX NWPX Infrastructure, Inc. | Industrials | 70.0K | $10.50M | 5.87% | -5,000 | -6.7% | Reduced | 0.73% |
| 6 | FCFS FirstCash Holdings, Inc. | Financial Services | 40.0K | $8.65M | 4.84% | 0 | 0.0% | Unchanged | 0.09% |
| 7 | AROC Archrock, Inc. | Energy | 200.0K | $8.14M | 4.55% | 0 | 0.0% | Unchanged | 0.11% |
| 8 | ENVA Enova International, Inc. | Financial Services | 25.0K | $6.02M | 3.36% | 0 | 0.0% | Unchanged | 0.1% |
| 9 | ROST Ross Stores, Inc. | Consumer Discretionary | 26.0K | $5.53M | 3.09% | 0 | 0.0% | Unchanged | 0.01% |
| 10 | LOPE Grand Canyon Education, Inc. | Industrials | 35.0K | $5.01M | 2.8% | -10.0K | -22.2% | Reduced | 0.13% |
| 11 | TER Teradyne, Inc | Technology | 10.0K | $4.84M | 2.7% | 0 | 0.0% | Unchanged | 0.01% |
| 12 | KGS Kodiak Gas Services, Inc. | Energy | 60.0K | $4.51M | 2.52% | +10.0K | +20.0% | Added | 0.06% |
| 13 | FANG Diamondback Energy, Inc. | Energy | 25.0K | $4.39M | 2.46% | 0 | 0.0% | Unchanged | 0.01% |
| 14 | LAUR Laureate Education, Inc. | Consumer Discretionary | 100.0K | $3.63M | 2.03% | 0 | 0.0% | Unchanged | 0.07% |
| 15 | TTEK Tetra Tech Inc | Industrials | 125.0K | $3.61M | 2.02% | 0 | 0.0% | Unchanged | 0.05% |
Tip. Select a row to see that position’s full history at Crown Advisors Management.
As of its Q2 2026 13F filing, Crown Advisors Management, Inc.’s five largest positions were Comfort Systems Usa Inc (FIX) at 11.1%, Sterling Infrastructure, Inc. (STRL) at 9.4%, Lam Research Corp (LRCX) at 8.5%, Nvidia Corp (NVDA) at 6.7%, NWPX Infrastructure, Inc. (NWPX) at 5.9% of the reported portfolio.
Crown Advisors Management, Inc. reported a 13F portfolio worth $178.95M across 42 positions for Q2 2026. That is up 20.8% from the previous quarter.
Its largest purchases by value were Azz Inc ($3.10M), Vitesse Energy, Inc. ($2.37M), TSS, Inc. ($1.23M). It opened 5 new positions.
Its largest sales by value were Lam Research Corp ($6.50M), Comfort Systems Usa Inc ($5.95M), Aviat Networks, Inc. ($2.26M). It exited 2 positions entirely.
From the Form 13F-HR reports Crown Advisors Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.