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Crown Advisors Management, Inc.
CROWN ADVISORS MANAGEMENT, INC. is a California-based SEC-registered investment adviser founded in 2017, headquartered in Larkspur, CA. The firm manages investments on behalf of institutional clients. According to regulatory filings, the firm operates with a lean staff of 2-3 employees and reports assets under management in excess of $200 million as of 2025. Their services primarily cater to institutional investors seeking professional portfolio management.
Investment Strategy
Crown Advisors Management, Inc. primarily employs a long/short equity investment strategy, focusing on public equities in the U.S. and potentially global markets. The firm leverages fundamental analysis to identify undervalued or overvalued securities, aiming to generate alpha for its institutional clients through an active management approach. Holdings are diversified across multiple industry sectors, with regular SEC 13F filings indicating a dynamic portfolio guided by discretionary management.
Latest 13F Filing Activity
Crown Advisors Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 39 equity positions with a total 13F market value of $125M. The fund increased holdings in Comfort SYS USA Inc., Brinker Intl Inc., Aviat Networks Inc. among other positions. Crown Advisors Management, Inc. reduced exposure to Texas Roadhouse Inc., Deckers Outdoors Corp. CMN, Azz Inc. among others.
Top Holdings
Equity Positions (39)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FIX | COMFORT SYS USA INC | 7.70% | $9.7M | 18,000 | $305.05 | $536.21 | +$5.1M |
N NVDA | NVIDIA CORPORATION CMN | 7.56% | $9.5M | 60,000 | $4.84 | $157.99 | +$1.9M |
A AGM | FEDERAL AGRIC MTG CORP | 6.20% | $7.8M | 40,000 | $123.22 | $194.28 | +$271.0K |
B BBW | BUILD-A-BEAR WORKSHOP INC | 6.17% | $7.7M | 150,000 | $23.03 | $51.56 | +$2.2M |
L LOPE | GRAND CANYON EDUCATION, INC. CMN | 5.27% | $6.6M | 35,000 | $118.65 | $189.00 | +$560.0K |
Industry Allocation
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