Skip to main content
Livermore
Livermore
ZHEN

Crown Advisors Management, Inc.

SEC CIK
0001733248
Latest filing
Aug 6, 2026

The latest 13F from Crown Advisors Management, Inc. covers Q2 2026 (filed Aug 6, 2026): 43 long positions worth $182.1M. The top 10 holdings make up 59.1% of the portfolio, and the largest is Comfort Systems USA Inc (FIX) at 10.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
5
Est. +$7.86M
Added
5
Est. +$2.90M
Reduced
8
Est. −$19.8M
Sold out
2
Est. −$2.65M

Top 5 holdings

Share of this quarter's portfolio value

  1. FIXComfort Systems USA Inc
    10.9%$19.8MHistory
  2. STRLSterling Infrastructure, Inc.
    9.2%$16.8MHistory
  3. LRCXLam Research Corp
    8.3%$15.2MHistory
  4. NVDANVIDIA Corp
    6.6%$12.0MHistory
  5. NWPXNWPX Infrastructure, Inc.
    5.8%$10.5MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. AZZAzz Inc
    +$3.10MNewHistory
  2. VTSVitesse Energy, Inc.
    +$2.37MNewHistory
  3. TSSITSS, Inc.
    +$1.23MNewHistory
  4. PDFSPDF Solutions Inc
    +$1.06MAddedHistory
  5. KGSKodiak Gas Services, Inc.
    +$751.3KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AZZAzz Inc
    +1.70 pp0.0% → 1.7%History
  2. VTSVitesse Energy, Inc.
    +1.30 pp0.0% → 1.3%History
  3. PDFSPDF Solutions Inc
    +1.01 pp0.5% → 1.6%History
  4. TSSITSS, Inc.
    +0.68 pp0.0% → 0.7%History
  5. KGSKodiak Gas Services, Inc.
    +0.54 pp1.9% → 2.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. LRCXLam Research Corp
    −$6.50MReducedHistory
  2. FIXComfort Systems USA Inc
    −$5.95MReducedHistory
  3. AVNWAviat Networks, Inc.
    −$2.26MSold outHistory
  4. GRBKGreen Brick Partners, Inc.
    −$2.00MReducedHistory
  5. LOPEGrand Canyon Education, Inc.
    −$1.43MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. LOPEGrand Canyon Education, Inc.
    −2.33 pp5.1% → 2.8%History
  2. AVNWAviat Networks, Inc.
    −1.50 pp1.5% → 0.0%History
  3. LBRTLiberty Energy Inc.
    −1.19 pp1.9% → 0.7%History
  4. GRBKGreen Brick Partners, Inc.
    −1.05 pp1.9% → 0.9%History
  5. FIXComfort Systems USA Inc
    −1.02 pp11.9% → 10.9%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$182.1M
+$31.5M (+20.9%) vs. prior quarter
Positions
43
+3 vs. prior quarter
Top 10 concentration
59.1%
Top 10 as share of value
Turnover
6.5%
Q2 2026, one quarter
Average holding period
11.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $182.1M (Q2 2026)

Q1 2021: $127.7MQ2 2021: $139.8MQ3 2021: $142.3MQ4 2021: $155.4MQ1 2022: $141.9MQ2 2022: $108.7MQ3 2022: $100.8MQ4 2022: $109.9MQ1 2023: $134.0MQ2 2023: $153.5MQ3 2023: $140.5MQ4 2023: $146.0MQ1 2024: $165.1MQ2 2024: $155.8MQ3 2024: $155.4MQ4 2024: $155.7MQ1 2025: $113.5MQ2 2025: $125.4MQ3 2025: $149.5MQ4 2025: $152.0MQ1 2026: $150.7MQ2 2026: $182.1M
Q1 2021Q2 2026
13F filings of Crown Advisors Management, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 6, 202643$182.1MFIXSTRLLRCXvs. Q1 2026SEC
Q1 2026May 8, 202640$150.7MFIXLRCXNVDAvs. Q4 2025SEC
Q4 2025Jan 28, 202637$152.0MFIXNVDABBWvs. Q3 2025SEC
Q3 2025Nov 20, 202538$149.5MFIXNVDABBWvs. Q2 2025SEC
Q2 2025Aug 5, 202539$125.4MFIXNVDAAGMvs. Q1 2025SEC
Q1 2025May 13, 202537$113.5MNVDAAGMLOPEvs. Q4 2024SEC
Q4 2024Feb 11, 202537$155.7MNVDADECKAGMvs. Q3 2024SEC
Q3 2024Nov 12, 202441$155.4MNVDADECKNVRvs. Q2 2024SEC
Q2 2024Aug 8, 202441$155.8MNVDAWIREDECKvs. Q1 2024SEC
Q1 2024May 10, 202443$165.1MBLDRNVDAWIREvs. Q4 2023SEC
Q4 2023Feb 15, 202442$146.0MBLDRWIRENVDAvs. Q3 2023SEC
Q3 2023Nov 9, 202346$140.5MBLDRWIRENVDAvs. Q2 2023SEC
Q2 2023Aug 14, 202352$153.5MBLDRWIRENVDAvs. Q1 2023SEC
Q1 2023May 9, 202349$134.0MWIREBLDRPOOLvs. Q4 2022SEC
Q4 2022Feb 9, 202342$109.9MWIREBLDRInvestment Managers Ser Tr Ivs. Q3 2022SEC
Q3 2022Nov 14, 202244$100.8MInvestment Managers Ser Tr IBLDRWIREvs. Q2 2022SEC
Q2 2022Aug 11, 202244$108.7MCollaborative Investmnt SerPOOLBLDRvs. Q1 2022SEC
Q1 2022May 12, 202244$141.9MBLDRCVCOCCSvs. Q4 2021SEC
Q4 2021Feb 10, 202240$155.4MBLDRCCSPOOLvs. Q3 2021SEC
Q3 2021Nov 12, 202142$142.3MBLDRNVDALGIHvs. Q2 2021SEC
Q2 2021Aug 11, 202139$139.8MNVDALGIHCCSvs. Q1 2021SEC
Q1 2021May 12, 202138$127.7MBLDRLGIHCCS–SEC