Crawford Fund Management, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Crawford Fund Management, LLC disclosed 26 US equity positions worth $151.6m in its Q1 2025 13F filing. The largest position was UBER at 7.7% of the reported book, followed by LNG and SAM. Against the Q4 2024 filing, it opened 5 new positions, added to 14 and reduced 6 among the top 26 holdings.
What did Crawford Fund Management, LLC own in Q1 2025? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | UBER UBER TECHNOLOGIES INC | Technology | 7.7% | $11.6m | 159,400 | 1% | added |
| 2 | LNG CHENIERE ENERGY INC | Energy | 7.0% | $10.6m | 45,876 | 2% | added |
| 3 | SAM BOSTON BEER INC | Consumer Defensive | 6.4% | $9.6m | 40,386 | 51% | added |
| 4 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 5.8% | $8.7m | 28,315 | 31% | added |
| 5 | ROKU ROKU INC | Communication Services | 5.7% | $8.7m | 123,340 | -16% | reduced |
| 6 | CROX CROCS INC | Consumer Cyclical | 5.5% | $8.4m | 79,111 | 98% | added |
| 7 | BAH BOOZ ALLEN HAMILTON HLDG COR | Industrials | 5.3% | $8.0m | 76,598 | – | new |
| 8 | NATH NATHANS FAMOUS INC NEW | 5.0% | $7.5m | 78,155 | -21% | reduced | |
| 9 | ASML ASML HOLDING N V N Y REGISTRY | Technology | 4.8% | $7.3m | 11,050 | – | new |
| 10 | XPEL XPEL INC | 4.5% | $6.8m | 231,820 | 23% | added | |
| 11 | YELP YELP INC | Communication Services | 4.1% | $6.2m | 168,545 | – | new |
| 12 | ABNB AIRBNB INC | Consumer Cyclical | 4.1% | $6.2m | 51,500 | 128% | added |
| 13 | TOST TOAST INC | Technology | 3.8% | $5.7m | 173,300 | 22% | added |
| 14 | SA SEABRIDGE GOLD INC | 3.8% | $5.7m | 489,418 | 17% | added | |
| 15 | KSPI KASPI KZ JSC | 3.7% | $5.6m | 60,765 | 6% | added | |
| 16 | NXST NEXSTAR MEDIA GROUP INC | Communication Services | 3.6% | $5.5m | 30,643 | -16% | reduced |
| 17 | BUR BURFORD CAP LTD | Financial Services | 3.1% | $4.8m | 361,346 | 11% | added |
| 18 | HBCP HOME BANCORP INC | Financial Services | 3.1% | $4.6m | 103,747 | 5% | added |
| 19 | RGLD ROYAL GOLD INC | Basic Materials | 2.9% | $4.5m | 27,216 | -52% | reduced |
| 20 | ARE ALEXANDRIA REAL ESTATE EQ IN | Real Estate | 2.9% | $4.4m | 47,200 | 37% | added |
| 21 | WT WISDOMTREE INC | Financial Services | 2.6% | $4.0m | 445,174 | -20% | reduced |
| 22 | HIFS HINGHAM INSTN SVGS MASS | Financial Services | 2.1% | $3.2m | 13,281 | 42% | added |
| 23 | NNI NELNET INC | Financial Services | 1.2% | $1.8m | 16,641 | -37% | reduced |
| 24 | OUNZ VANECK MERK GOLD ETF GOLD | 0.8% | $1.2m | 39,900 | 0% | held | |
| 25 | EXPD EXPEDITORS INTL WASH INC | Industrials | 0.4% | $625.3k | 5,200 | – | new |
| 26 | HLI HOULIHAN LOKEY INC | Financial Services | 0.2% | $242.2k | 1,500 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.