Crawford Fund Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Crawford Fund Management, LLC disclosed 31 US equity positions worth $306.6m in its Q1 2026 13F filing. The largest position was UBER at 6.9% of the reported book, followed by ROKU and MORN.
What did Crawford Fund Management, LLC own in Q1 2026? Top 31 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | UBER UBER TECHNOLOGIES INC | Technology | 6.9% | $21.1m | 293,264 | – | |
| 2 | ROKU ROKU INC | Communication Services | 6.3% | $19.2m | 202,800 | – | |
| 3 | MORN MORNINGSTAR INC | Financial Services | 4.9% | $15.1m | 89,200 | – | |
| 4 | WT WISDOMTREE INC | Financial Services | 4.9% | $14.9m | 1,025,834 | – | |
| 5 | BAH BOOZ ALLEN HAMILTON HLDG COR | Industrials | 4.8% | $14.8m | 189,911 | – | |
| 6 | XPEL XPEL INC | Consumer Cyclical | 4.8% | $14.7m | 332,051 | – | |
| 7 | CROX CROCS INC | Consumer Cyclical | 4.8% | $14.7m | 176,513 | – | |
| 8 | CUBI CUSTOMERS BANCORP INC | Financial Services | 4.6% | $14.1m | 203,750 | – | |
| 9 | TOST TOAST INC | Technology | 4.5% | $13.9m | 523,836 | – | |
| 10 | LNG CHENIERE ENERGY INC | Energy | 4.3% | $13.1m | 46,045 | – | |
| 11 | SA SEABRIDGE GOLD INC | 4.0% | $12.3m | 434,743 | – | ||
| 12 | NXST NEXSTAR MEDIA GROUP INC | Communication Services | 3.7% | $11.2m | 61,893 | – | |
| 13 | BANK OF N T BUTTERFIELD & SO | 3.6% | $10.9m | 207,404 | – | ||
| 14 | GRBK GREEN BRICK PARTNERS INC | Consumer Cyclical | 3.3% | $10.1m | 156,700 | – | |
| 15 | KSPI KASPI KZ JSC | Technology | 3.3% | $10.0m | 135,429 | – | |
| 16 | CDW CDW CORP | Technology | 3.3% | $10.0m | 82,452 | – | |
| 17 | HBCP HOMEBANCORP INC | Financial Services | 3.2% | $9.8m | 161,459 | – | |
| 18 | SAM BOSTON BEER INC | Consumer Defensive | 3.0% | $9.1m | 39,381 | – | |
| 19 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 2.9% | $8.8m | 14,868 | – | |
| 20 | ABNB AIRBNB INC | Consumer Cyclical | 2.8% | $8.5m | 67,192 | – | |
| 21 | CHE CHEMED CORP NEW | Healthcare | 2.6% | $8.1m | 21,325 | – | |
| 22 | HLI HOULIHAN LOKEY INC | Financial Services | 2.4% | $7.3m | 50,531 | – | |
| 23 | KNSL KINSALE CAP GROUP INC | Financial Services | 2.3% | $7.2m | 20,970 | – | |
| 24 | HROW HARROW INC | 2.2% | $6.8m | 193,300 | – | ||
| 25 | NNI NELNET INC | Financial Services | 2.0% | $6.1m | 46,955 | – | |
| 26 | HIFS HINGHAM INSTN SVGS MASS | Financial Services | 1.4% | $4.2m | 14,659 | – | |
| 27 | VCEL VERICEL CORP | Healthcare | 1.4% | $4.2m | 129,988 | – | |
| 28 | PM PHILIP MORRIS INTL INC | Consumer Defensive | 0.7% | $2.2m | 13,300 | – | |
| 29 | RGLD ROYAL GOLD INC | Basic Materials | 0.7% | $2.0m | 8,000 | – | |
| 30 | COUR COURSERA INC | Consumer Defensive | 0.4% | $1.2m | 210,000 | – | |
| 31 | MLP MAUI LD & PINEAPPLE INC | 0.4% | $1.2m | 78,233 | – |
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.