Crawford Fund Management, LLC

Crawford Fund Management, LLC reported 447 holdings worth US$653M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Crawford Fund Management, LLC reported 447 holdings worth US$653M as of Jun 30, 2026. Largest: Toast, Inc., Uber Technologies, Inc. and Texas Pacific Land Corporation. Filed Aug 14, 2026 (Form 13F).

Holdings
447
Value as reported
US$653M

The filing in full

CompanySharesValue as reported% of portfolio
Toast, Inc.776KUS$21.6M3.3%
Uber Technologies, Inc.296KUS$21.4M3.3%
Texas Pacific Land Corporation48,771US$21.3M3.3%
Crocs, Inc.160KUS$19.3M3.0%
Cheniere Energy, Inc.78,695US$18.8M2.9%
Morningstar, Inc.110KUS$17.1M2.6%
Customers Bancorp, Inc204KUS$16.1M2.5%
Bank Of N.t. Butterfield & Son Limited (the) Voting238KUS$14.1M2.2%
Kinsale Capital Group, Inc.42,090US$13.9M2.1%
Xpel, Inc.271KUS$13.4M2.1%
Sprouts Farmers Market, Inc.123KUS$10.4M1.6%
Chemed Corp21,975US$10.2M1.6%
Copart, Inc.360KUS$10.1M1.6%
Booz Allen Hamilton Holding Corporation166KUS$10M1.5%
Wisdomtree, Inc.576KUS$9.75M1.5%
Nexstar Media Group, Inc.54,543US$9.74M1.5%
Houlihan Lokey, Inc.68,431US$9.18M1.4%
Intercontinental Exchange Inc.61,200US$7.53M1.2%
United Therapeutics Corporation13,368US$7.24M1.1%
Harrow, Inc.142KUS$6.04M0.92%
Nelnet, Inc.44,455US$5.93M0.91%
Airbnb, Inc.40,432US$5.79M0.89%
Hingham Institution For Savings18,662US$5.73M0.88%
Green Brick Partners, Inc.66,200US$5.3M0.81%
Royal Gold, Inc.23,140US$4.62M0.71%
Coursera, Inc.470KUS$2.65M0.41%
Maui Land & Pineapple Company, Inc.77,633US$1.38M0.21%
Home Bancorp, Inc.12,947US$887K0.14%
Vericel Corporation14,788US$658K0.10%
Roku, Inc.3,000US$414K0.06%
Cdw Corporation0US$00.00%
Philip Morris International Inc0US$00.00%
Seabridge Gold Inc0US$00.00%
Boston Beer Company, Inc. (the)0US$00.00%

Source

View original at SEC

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