Crawford Fund Management, LLC
Net seller this quarter
$653M
31
-$7.83M
27.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TOST | $21.6M | 3.31% | 0.35% | +48.1% | Q4 2024 |
 UBER | $21.4M | 3.27% | 0.01% | +1.0% | Q4 2023 |
 TPL | $21.3M | 3.27% | 0.07% | Not reported | Q1 2024 |
 CROX | $19.3M | 2.96% | 0.33% | -9.4% | Q4 2023 |
 LNG | $18.8M | 2.88% | 0.04% | +70.9% | Q2 2024 |
 MORN | $17.1M | 2.62% | 0.29% | +22.8% | Q4 2025 |
 CUBI | $16.1M | 2.47% | 0.60% | Not reported | Q4 2023 |
 NTB | $14.1M | 2.17% | 0.59% | +14.6% | Q4 2025 |
 KNSL | $13.9M | 2.13% | 0.18% | +100.7% | Q4 2025 |
 XPEL | $13.4M | 2.06% | 0.98% | -18.5% | Q4 2023 |
 SA | $13.3M | 2.03% | 0.56% | +18.5% | Q4 2023 |
 KSPI | $12M | 1.84% | 0.07% | +2.2% | Q4 2024 |
 SFM | $10.4M | 1.59% | 0.13% | Not reported | Q4 2025 |
 CHE | $10.2M | 1.57% | 0.17% | +3.1% | Q3 2024 |
 CPRT | $10.1M | 1.55% | 0.04% | New | Q2 2026 |
 BAH | $10M | 1.54% | 0.14% | -12.8% | Q1 2025 |
 WT | $9.75M | 1.49% | 0.38% | -43.9% | Q1 2024 |
 NXST | $9.74M | 1.49% | 0.18% | -11.9% | Q4 2023 |
 HLI | $9.18M | 1.41% | 11.64% | +35.4% | Q1 2025 |
 ICE | $7.53M | 1.15% | 0.01% | New | Q2 2026 |
 UTHR | $7.24M | 1.11% | 0.03% | -10.1% | Q4 2023 |
 HROW | $6.04M | 0.92% | 0.38% | -26.5% | Q4 2025 |
 NNI | $5.93M | 0.91% | Not reported | -5.3% | Q4 2023 |
 ABNB | $5.79M | 0.89% | Not reported | -39.8% | Q3 2024 |
 GRBK | $5.3M | 0.81% | 0.15% | -57.8% | Q2 2025 |
 RGLD | $4.62M | 0.71% | 0.03% | +189.3% | Q4 2023 |
 COUR | $2.65M | 0.41% | 0.17% | +123.8% | Q1 2026 |
 MLP | $1.38M | 0.21% | 0.39% | -0.8% | Q3 2025 |
 HBCP | $887K | 0.14% | 0.16% | -92.0% | Q4 2023 |
 VCEL | $658K | 0.10% | 0.03% | -88.6% | Q3 2025 |
 ROKU | $414K | 0.06% | 0.00% | -98.5% | Q1 2024 |
| Q1 2026 | |||||
| UBER | $21.1M | 4.06% | 0.01% | +30.6% | Q4 2023 |
| ROKU | $19.2M | 3.69% | 0.14% | +221.6% | Q1 2024 |
| MORN | $15.1M | 2.90% | 0.23% | +339.4% | Q4 2025 |
| WT | $14.9M | 2.87% | 0.67% | -17.4% | Q1 2024 |
| BAH | $14.8M | 2.85% | 0.16% | +22.8% | Q1 2025 |
| XPEL | $14.7M | 2.83% | 1.20% | -8.8% | Q4 2023 |
| CROX | $14.7M | 2.82% | 0.35% | +132.0% | Q4 2023 |
| CUBI | $14.1M | 2.72% | 0.60% | +10.8% | Q4 2023 |
| TOST | $13.9M | 2.67% | 0.24% | +106.3% | Q4 2024 |
| LNG | $13.1M | 2.51% | 0.02% | -45.9% | Q2 2024 |
| SA | $12.3M | 2.37% | 0.47% | +7.2% | Q4 2023 |
| NXST | $11.2M | 2.15% | 0.20% | -31.7% | Q4 2023 |
| NTB | $10.9M | 2.09% | 0.52% | +2.9% | Q4 2025 |
| GRBK | $10.1M | 1.94% | 0.36% | +66.9% | Q2 2025 |
| KSPI | $10M | 1.93% | 0.07% | +50.9% | Q4 2024 |
 CDW | $9.98M | 1.92% | 0.06% | +63.4% | Q3 2025 |
| HBCP | $9.78M | 1.88% | 2.06% | -5.3% | Q4 2023 |
 SAM | $9.07M | 1.75% | Not reported | -36.0% | Q4 2023 |
| UTHR | $8.82M | 1.70% | 0.04% | +65.3% | Q4 2023 |
| ABNB | $8.49M | 1.63% | Not reported | +40.6% | Q3 2024 |
| CHE | $8.06M | 1.55% | 0.16% | +47.3% | Q3 2024 |
| HLI | $7.26M | 1.40% | 8.60% | Not reported | Q1 2025 |
| KNSL | $7.16M | 1.38% | 0.09% | +738.8% | Q4 2025 |
| HROW | $6.82M | 1.31% | 0.52% | +86.9% | Q4 2025 |
| NNI | $6.06M | 1.17% | Not reported | +1.9% | Q4 2023 |
| VCEL | $4.18M | 0.80% | 0.25% | +591.4% | Q3 2025 |
 PM | $2.2M | 0.42% | 0.00% | -61.5% | Q4 2023 |
| RGLD | $2.04M | 0.39% | 0.01% | Not reported | Q4 2023 |
| COUR | $1.22M | 0.24% | 0.12% | New | Q1 2026 |
| MLP | $1.2M | 0.23% | 0.40% | -15.0% | Q3 2025 |
| Q4 2025 | |||||
| NXST | $18.4M | 2.42% | 0.30% | +58.0% | Q4 2023 |
| UBER | $18.3M | 2.42% | 0.01% | +61.8% | Q4 2023 |
| XPEL | $18.2M | 2.40% | 1.32% | +40.0% | Q4 2023 |
| LNG | $16.6M | 2.18% | 0.04% | +74.3% | Q2 2024 |
 CIB | $16.3M | 2.15% | 0.05% | +56.0% | Q3 2025 |
 YELP | $15.9M | 2.10% | 0.87% | +100.0% | Q1 2025 |
| WT | $15.1M | 1.99% | 0.88% | +79.1% | Q1 2024 |
| CUBI | $13.4M | 1.77% | 0.54% | Not reported | Q4 2023 |
| BAH | $13M | 1.72% | 0.13% | +60.0% | Q1 2025 |
| SA | $12M | 1.58% | 0.44% | -2.6% | Q4 2023 |
| SAM | $12M | 1.58% | Not reported | +44.0% | Q4 2023 |
| TPL | $12M | 1.58% | 0.06% | +45.5% | Q1 2024 |
 OPCH | $11.7M | 1.54% | 0.23% | New | Q4 2025 |
| NTB | $10M | 1.32% | 0.50% | New | Q4 2025 |
| HBCP | $9.85M | 1.30% | 2.18% | +33.7% | Q4 2023 |
| TOST | $9.02M | 1.19% | 0.12% | +101.5% | Q4 2024 |
| KSPI | $7.01M | 0.92% | 0.05% | +55.7% | Q4 2024 |
| CDW | $6.87M | 0.91% | 0.04% | +116.5% | Q3 2025 |
| ROKU | $6.84M | 0.90% | 0.04% | -36.1% | Q1 2024 |
| CROX | $6.51M | 0.86% | 0.15% | +132.0% | Q4 2023 |
| ABNB | $6.49M | 0.85% | Not reported | +2.8% | Q3 2024 |
| CHE | $6.19M | 0.82% | 0.10% | Not reported | Q3 2024 |
| NNI | $6.13M | 0.81% | Not reported | +32.5% | Q4 2023 |
| GRBK | $5.88M | 0.78% | 0.22% | Not reported | Q2 2025 |
| PM | $5.55M | 0.73% | 0.00% | Not reported | Q4 2023 |
 NATH | $5.51M | 0.73% | 1.44% | +1.3% | Q4 2023 |
| HROW | $5.07M | 0.67% | 0.28% | New | Q4 2025 |
| MORN | $4.41M | 0.58% | 0.05% | New | Q4 2025 |
| UTHR | $4.38M | 0.58% | 0.02% | -56.2% | Q4 2023 |
| SFM | $2.99M | 0.39% | 0.04% | New | Q4 2025 |
| MLP | $1.56M | 0.21% | 0.47% | +94.1% | Q3 2025 |
| KNSL | $978K | 0.13% | 0.01% | New | Q4 2025 |
| VCEL | $677K | 0.09% | 0.04% | -82.9% | Q3 2025 |
| Q3 2025 | |||||
| UBER | $13.6M | 2.18% | 0.01% | -3.8% | Q4 2023 |
| LNG | $11.5M | 1.84% | 0.02% | +6.5% | Q2 2024 |
| NXST | $11.3M | 1.82% | 0.19% | +40.4% | Q4 2023 |
| SA | $10.1M | 1.61% | 0.45% | -12.6% | Q4 2023 |
| ROKU | $9.88M | 1.58% | 0.07% | -32.3% | Q1 2024 |
| BAH | $9.66M | 1.55% | 0.08% | +14.9% | Q1 2025 |
| WT | $9.64M | 1.54% | 0.49% | +20.9% | Q1 2024 |
| SAM | $9.02M | 1.44% | Not reported | -15.5% | Q4 2023 |
| TPL | $8.92M | 1.43% | 0.04% | Not reported | Q1 2024 |
| XPEL | $8.6M | 1.38% | 0.94% | +28.7% | Q4 2023 |
| UTHR | $8.6M | 1.38% | 0.05% | -44.6% | Q4 2023 |
| CIB | $8.54M | 1.37% | Not reported | New | Q3 2025 |
| YELP | $8.18M | 1.31% | 0.42% | +48.2% | Q1 2025 |
| HBCP | $6.93M | 1.11% | 1.63% | Not reported | Q4 2023 |
| NATH | $6.44M | 1.03% | 1.42% | +5.1% | Q4 2023 |
| ABNB | $5.65M | 0.90% | Not reported | -21.9% | Q3 2024 |
| KSPI | $4.71M | 0.75% | 0.03% | -6.3% | Q4 2024 |
| TOST | $4.6M | 0.74% | 0.06% | -27.3% | Q4 2024 |
| RGLD | $4.54M | 0.73% | 0.03% | -33.7% | Q4 2023 |
| NNI | $4.36M | 0.70% | Not reported | Not reported | Q4 2023 |
 BUR | $4.32M | 0.69% | 0.17% | Not reported | Q4 2023 |
| CDW | $3.71M | 0.59% | 0.02% | New | Q3 2025 |
| VCEL | $3.46M | 0.55% | 0.22% | New | Q3 2025 |
| CROX | $2.74M | 0.44% | 0.06% | -61.7% | Q4 2023 |
| MLP | $884K | 0.14% | 0.24% | New | Q3 2025 |