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Holders — by stockHoldings — by fund

Crawford Fund Management, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1816427

$652.9M

disclosed book value

199

positions

3.3%

largest position share

Positions, as of 2026-06-30

top 100 of 199 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1TOSTTOAST INC775,836$21.6M3.3%
2UBERUBER TECHNOLOGIES INC296,264$21.4M3.3%
3TPLTEXAS PACIFIC LAND CORPORATI48,771$21.3M3.3%
4CROXCROCS INC160,014$19.3M3%
5LNGCHENIERE ENERGY INC78,695$18.8M2.9%
6MORNMORNINGSTAR INC109,500$17.1M2.6%
7CUBICUSTOMERS BANCORP INC203,750$16.1M2.5%
8BANK OF N T BUTTERFIELD & SO237,604$14.1M2.2%
9BEBLOOM ENERGY CORPPUT46,400$14.0M2.2%
10KNSLKINSALE CAP GROUP INC42,090$13.9M2.1%
11XPELXPEL INC270,751$13.4M2.1%
12SASEABRIDGE GOLD INC515,243$13.3M2%
13SNOWSNOWFLAKE INCPUT51,800$13.2M2%
14KSPIKASPI KZ JSC138,429$12.0M1.8%
15IONQIONQ INCPUT221,500$11.8M1.8%
16SFMSPROUTS FMRS MKT INC122,800$10.4M1.6%
17CHECHEMED CORP NEW21,975$10.2M1.6%
18CPRTCOPART INC360,000$10.1M1.6%
19BAHBOOZ ALLEN HAMILTON HLDG COR165,591$10.0M1.5%
20WTWISDOMTREE INC575,654$9.8M1.5%
21NXSTNEXSTAR MEDIA GROUP INC54,543$9.7M1.5%
22HLIHOULIHAN LOKEY INC68,431$9.2M1.4%
23ASTSAST SPACEMOBILE INCPUT88,000$7.8M1.2%
24TEMTEMPUS AI INCPUT130,500$7.6M1.2%
25ICEINTERCONTINENTAL EXCHANGE IN61,200$7.5M1.2%
26UTHRUNITED THERAPEUTICS CORP DEL13,368$7.2M1.1%
27FCELFUELCELL ENERGY INCPUT191,800$6.9M1.1%
28RHRHPUT41,600$6.9M1%
29MRNAMODERNA INCPUT96,500$6.8M1%
30CRWVCOREWEAVE INCPUT67,700$6.7M1%
31RIVNRIVIAN AUTOMOTIVE INCPUT379,500$6.6M1%
32ORCLORACLE CORPPUT44,500$6.5M1%
33HROWHARROW INC142,120$6.0M0.9%
34NNINELNET INC44,455$5.9M0.9%
35ABNBAIRBNB INC40,432$5.8M0.9%
36HIFSHINGHAM INSTN SVGS MASS18,662$5.7M0.9%
37GRBKGREEN BRICK PARTNERS INC66,200$5.3M0.8%
38ALKALASKA AIR GROUP INCPUT99,000$5.2M0.8%
39AREALEXANDRIA REAL ESTATE EQ INPUT88,000$4.7M0.7%
40RGLDROYAL GOLD INC23,140$4.6M0.7%
41ARQIT QUANTUM INCPUT148,000$4.4M0.7%
42APLDAPPLIED DIGITAL CORPPUT115,000$4.3M0.7%
43KSSKOHLS CORPPUT236,000$4.2M0.6%
44RGTIRIGETTI COMPUTING INCPUT214,000$4.1M0.6%
45CBRLCRACKER BARREL OLD CTRY STORPUT77,000$4.1M0.6%
46UUNITY SOFTWARE INCPUT141,300$4.0M0.6%
47STELLANTIS N.VPUT697,000$4.0M0.6%
48AIC3 AI INCPUT411,000$3.7M0.6%
49SFMSPROUTS FMRS MKT INCCALL41,200$3.5M0.5%
50VSATVIASAT INCPUT37,200$3.3M0.5%
51OWLBLUE OWL CAPITAL INCPUT380,000$3.3M0.5%
52AALAMERICAN AIRLINES GROUP INCPUT172,500$3.1M0.5%
53CIFRCIPHER DIGITAL INCPUT127,000$3.1M0.5%
54CLSKCLEANSPARK INCPUT208,000$3.0M0.5%
55SMRNUSCALE PWR CORPPUT297,000$3.0M0.5%
56BKSYBLACKSKY TECHNOLOGY INCPUT106,000$3.0M0.5%
57PLTRPALANTIR TECHNOLOGIES INCPUT25,300$3.0M0.5%
58MKTXMARKETAXESS HLDGS INCCALL25,500$2.9M0.4%
59ADBEADOBE INCCALL14,000$2.9M0.4%
60FWRGFIRST WATCH RESTAURANT GROUPPUT218,800$2.8M0.4%
61CARNIVAL CORP LTDPUT98,000$2.8M0.4%
62ACHRARCHER AVIATION INCPUT584,000$2.8M0.4%
63TDOCTELADOC HEALTH INCPUT314,100$2.7M0.4%
64COURCOURSERA INC470,000$2.7M0.4%
65QBTSD-WAVE QUANTUM INCPUT110,000$2.6M0.4%
66DFTXDEFINIUM THERAPEUTICS INCPUT55,700$2.6M0.4%
67CNKCINEMARK HLDGS INCPUT82,000$2.6M0.4%
68NNENANO NUCLEAR ENERGY INCPUT119,000$2.5M0.4%
69UNHUNITEDHEALTH GROUP INCPUT6,000$2.5M0.4%
70QUBTQUANTUM COMPUTING INCPUT256,000$2.5M0.4%
71TEVATEVA PHARMACEUTICAL INDS LTDPUT73,000$2.5M0.4%
72NORWEGIAN CRUISE LINE HLDGSPUT117,000$2.5M0.4%
73DOCNDIGITALOCEAN HLDGS INCPUT15,600$2.4M0.4%
74PIIPOLARIS INCPUT34,500$2.4M0.4%
75BABOEING COPUT10,600$2.3M0.4%
76CZRCAESARS ENTERTAINMENT INC NEPUT76,000$2.3M0.4%
77ULCCFRONTIER GROUP HLDGS INCPUT270,000$2.1M0.3%
78DPZDOMINOS PIZZA INCCALL7,200$2.1M0.3%
79ARMARM HOLDINGS PLCPUT5,900$2.1M0.3%
80OPCHOPTION CARE HEALTH INCCALL99,000$2.1M0.3%
81JBLUJETBLUE AIRWAYS CORPPUT361,000$2.1M0.3%
82JEFJEFFERIES FINANCIAL GROUP INPUT41,000$2.0M0.3%
83MKCMCCORMICK & CO INCCALL40,000$2.0M0.3%
84FERRARI N VPUT5,300$2.0M0.3%
85AMRIZE LTDCALL36,500$1.9M0.3%
86ASPIASP ISOTOPES INCPUT310,000$1.9M0.3%
87RDWREDWIRE CORPORATIONPUT156,000$1.9M0.3%
88MARAMARA HOLDINGS INCPUT132,000$1.8M0.3%
89FSKFS KKR CAP CORPPUT174,000$1.8M0.3%
90JACKJACK IN THE BOX INCPUT115,000$1.8M0.3%
91XIFRXPLR INFRASTRUCTURE LPPUT152,000$1.8M0.3%
92CALMCAL MAINE FOODS INCCALL21,300$1.7M0.3%
93WENWENDYS COPUT205,300$1.7M0.3%
94MELIMERCADOLIBRE INCCALL1,000$1.7M0.3%
95SAMBOSTON BEER INCCALL9,200$1.6M0.2%
96BXPBXP INCPUT24,500$1.6M0.2%
97SOFISOFI TECHNOLOGIES INCPUT89,000$1.6M0.2%
98FUNSIX FLAGS ENTERTAINMENT CORPPUT72,000$1.5M0.2%
99ALLYALLY FINL INCPUT33,000$1.5M0.2%
100PTONPELOTON INTERACTIVE INCPUT255,000$1.5M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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