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Crystal Rock Capital Management
Crystal Rock Capital Management, LLC is a U.S.-based SEC-registered investment adviser headquartered in Bannockburn, Illinois. Founded in 2006, the firm specializes in managing publicly traded equities for private investors through a privately offered fund and separately managed accounts. Crystal Rock employs a small team (4 employees, all investors) and is controlled by Managing Member Jay H. Freedman. They serve private investors and select separate account clients, managing over $160 million in assets as of 2024.
Investment Strategy
Crystal Rock Capital Management specializes in delivering superior, risk-adjusted equity investment returns by constructing and managing a long-term oriented, concentrated portfolio. The firm leverages fundamental analysis, a proprietary DCF-based analytic and valuation discipline, and the investment experience of its partners to uncover opportunities and anticipate market expectation changes. Portfolios typically include about 20 to 25 'best idea' stocks, and the firm aims to attract a stable long-term capital base. Crystal Rock manages a privately offered fund and provides selective separately managed accounts.
Latest 13F Filing Activity
Crystal Rock Capital Management filed their most recent 13F report on Jun 30, 2025 disclosing 26 equity positions with a total 13F market value of $173M. The fund increased holdings in Vertiv Holdings Co., Netflix, Microsoft Corp. among other positions. Crystal Rock Capital Management reduced exposure to Marriott International - CL A, Lululemon Athletica Inc., Alphabet Inc. among others.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC - CL A | 13.38% | $23.2M | 31,431 | $118.57 | $738.09 | +$2.3M |
| ALPHABET INC | 6.99% | $12.1M | 68,775 | $77.41 | $176.23 | +$1.5M | |
A AMZN | AMAZON.COM INC | 6.97% | $12.1M | 55,130 | $101.92 | $219.39 | +$1.2M |
V VRT | VERTIV HOLDINGS CO | 6.91% | $12.0M | 93,265 | $17.94 | $128.41 | +$5.5M |
M MA | MASTERCARD INC | 6.34% | $11.0M | 19,569 | $96.12 | $561.94 | -$190.0K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Analyst | Chicago, IL , United States |
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