Crawford Fund Management, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Crawford Fund Management, LLC disclosed 34 US equity positions worth $311.9m in its Q4 2025 13F filing. The largest position was NXST at 5.9% of the reported book, followed by UBER and XPEL. Against the Q3 2025 filing, it opened 10 new positions, added to 20 and reduced 4 among the top 34 holdings.
What did Crawford Fund Management, LLC own in Q4 2025? Top 34 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NXST NEXSTAR MEDIA GROUP INC | Communication Services | 5.9% | $18.4m | 90,593 | 58% | added |
| 2 | UBER UBER TECHNOLOGIES INC | Technology | 5.9% | $18.3m | 224,564 | 62% | added |
| 3 | XPEL XPEL INC | 5.8% | $18.2m | 364,251 | 40% | added | |
| 4 | LNG CHENIERE ENERGY INC | Energy | 5.3% | $16.6m | 85,175 | 74% | added |
| 5 | CIB GRUPO CIBEST SA | 5.2% | $16.3m | 256,601 | 56% | added | |
| 6 | YELP YELP INC | Communication Services | 5.1% | $15.9m | 523,958 | 100% | added |
| 7 | WT WISDOMTREE INC | Financial Services | 4.9% | $15.1m | 1,241,269 | 79% | added |
| 8 | CUBI CUSTOMERS BANCORP INC | Financial Services | 4.3% | $13.4m | 183,850 | – | new |
| 9 | BAH BOOZ ALLEN HAMILTON HLDG COR | Industrials | 4.2% | $13.0m | 154,611 | 60% | added |
| 10 | SA SEABRIDGE GOLD INC | 3.8% | $12.0m | 405,743 | -3% | reduced | |
| 11 | SAM BOSTON BEER INC | Consumer Defensive | 3.8% | $12.0m | 61,481 | 44% | added |
| 12 | TPL TEXAS PACIFIC LAND CORPORATI | Energy | 3.8% | $12.0m | 41,687 | 337% | added |
| 13 | OPCH OPTION CARE HEALTH INC | Healthcare | 3.7% | $11.7m | 367,000 | – | new |
| 14 | BANK OF NT BUTTERFIELD&SON L | 3.2% | $10.0m | 201,504 | – | new | |
| 15 | HBCP HOME BANCORP INC | Financial Services | 3.2% | $9.9m | 170,448 | 34% | added |
| 16 | TOST TOAST INC | Technology | 2.9% | $9.0m | 253,936 | 101% | added |
| 17 | KSPI KASPI KZ JSC | 2.2% | $7.0m | 89,769 | 56% | added | |
| 18 | HIFS HINGHAM INSTN SVGS MASS | Financial Services | 2.2% | $7.0m | 24,566 | 26% | added |
| 19 | CDW CDW CORP | Technology | 2.2% | $6.9m | 50,452 | 117% | added |
| 20 | ROKU ROKU INC | Communication Services | 2.2% | $6.8m | 63,060 | -36% | reduced |
| 21 | CROX CROCS INC | Consumer Cyclical | 2.1% | $6.5m | 76,083 | 132% | added |
| 22 | ABNB AIRBNB INC | Consumer Cyclical | 2.1% | $6.5m | 47,792 | 3% | added |
| 23 | CHE CHEMED CORP NEW | Healthcare | 2.0% | $6.2m | 14,475 | – | new |
| 24 | NNI NELNET INC | Financial Services | 2.0% | $6.1m | 46,090 | 33% | added |
| 25 | GRBK GREEN BRICK PARTNERS INC | 1.9% | $5.9m | 93,900 | – | new | |
| 26 | PM PHILIP MORRIS INTL INC | Consumer Defensive | 1.8% | $5.5m | 34,576 | – | new |
| 27 | NATH NATHANS FAMOUS INC NEW | 1.8% | $5.5m | 58,926 | 1% | added | |
| 28 | HROW HARROW INC | 1.6% | $5.1m | 103,400 | – | new | |
| 29 | MORN MORNINGSTAR INC | Financial Services | 1.4% | $4.4m | 20,300 | – | new |
| 30 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 1.4% | $4.4m | 8,993 | -56% | reduced |
| 31 | SFM SPROUTS FMRS MKT INC | Consumer Defensive | 1.0% | $3.0m | 37,544 | – | new |
| 32 | MLP MAUI LD & PINEAPPLE INC | 0.5% | $1.6m | 92,087 | 94% | added | |
| 33 | KNSL KINSALE CAP GROUP INC | Financial Services | 0.3% | $977.8k | 2,500 | – | new |
| 34 | VCEL VERICEL CORP | Healthcare | 0.2% | $677.0k | 18,800 | -83% | reduced |
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.