Crawford Fund Management, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Crawford Fund Management, LLC disclosed 26 US equity positions worth $185.0m in its Q3 2025 13F filing. The largest position was UBER at 7.4% of the reported book, followed by LNG and NXST. Against the Q2 2025 filing, it opened 5 new positions, added to 7 and reduced 11 among the top 26 holdings.
What did Crawford Fund Management, LLC own in Q3 2025? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | UBER UBER TECHNOLOGIES INC | Technology | 7.4% | $13.6m | 138,800 | -4% | reduced |
| 2 | LNG CHENIERE ENERGY INC | Energy | 6.2% | $11.5m | 48,876 | 7% | added |
| 3 | NXST NEXSTAR MEDIA GROUP INC | Communication Services | 6.1% | $11.3m | 57,343 | 40% | added |
| 4 | SA SEABRIDGE GOLD INC | 5.4% | $10.1m | 416,418 | -13% | reduced | |
| 5 | ROKU ROKU INC | Communication Services | 5.3% | $9.9m | 98,657 | -32% | reduced |
| 6 | BAH BOOZ ALLEN HAMILTON HLDG COR | Industrials | 5.2% | $9.7m | 96,650 | 15% | added |
| 7 | WT WISDOMTREE INC | Financial Services | 5.2% | $9.6m | 693,174 | 21% | added |
| 8 | SAM BOSTON BEER INC | Consumer Defensive | 4.9% | $9.0m | 42,686 | -15% | reduced |
| 9 | TPL TEXAS PACIFIC LAND CORPORATI | Energy | 4.8% | $8.9m | 9,550 | – | new |
| 10 | XPEL XPEL INC | 4.7% | $8.6m | 260,203 | 29% | added | |
| 11 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 4.6% | $8.6m | 20,515 | -45% | reduced |
| 12 | CIB GRUPO CIBEST SA | 4.6% | $8.5m | 164,500 | – | new | |
| 13 | YELP YELP INC | Communication Services | 4.4% | $8.2m | 262,045 | 48% | added |
| 14 | HBCP HOME BANCORP INC | Financial Services | 3.7% | $6.9m | 127,508 | 0% | held |
| 15 | NATH NATHANS FAMOUS INC NEW | 3.5% | $6.4m | 58,198 | 5% | added | |
| 16 | ABNB AIRBNB INC | Consumer Cyclical | 3.1% | $5.6m | 46,500 | -22% | reduced |
| 17 | HIFS HINGHAM INSTN SVGS MASS | Financial Services | 2.8% | $5.1m | 19,427 | -19% | reduced |
| 18 | KSPI KASPI KZ JSC | 2.5% | $4.7m | 57,665 | -6% | reduced | |
| 19 | TOST TOAST INC | Technology | 2.5% | $4.6m | 126,050 | -27% | reduced |
| 20 | RGLD ROYAL GOLD INC | Basic Materials | 2.5% | $4.5m | 22,616 | -34% | reduced |
| 21 | NNI NELNET INC | Financial Services | 2.4% | $4.4m | 34,783 | 0% | held |
| 22 | BUR BURFORD CAP LTD | Financial Services | 2.3% | $4.3m | 361,346 | 0% | held |
| 23 | CDW CDW CORP | Technology | 2.0% | $3.7m | 23,300 | – | new |
| 24 | VCEL VERICEL CORP | Healthcare | 1.9% | $3.5m | 110,000 | – | new |
| 25 | CROX CROCS INC | Consumer Cyclical | 1.5% | $2.7m | 32,796 | -62% | reduced |
| 26 | MLP MAUI LD & PINEAPPLE INC | 0.5% | $884.3k | 47,440 | – | 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.