StockDriftsStockDriftsTop 31 Crawford Fund Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TOST | TOAST INC | 6.62% | 775.8K | $21.6M | +48.11%(+252.00K) | $30.80(+11.18%) | 2026-06-30 | |
| UBER | UBER TECHNOLOGIES INC | 6.56% | 296.3K | $21.4M | +1.02%(+3.00K) | $75.57(+0.41%) | 2026-06-30 | |
| TPL | TEXAS PACIFIC LAND CORPORATI | 6.55% | 48.8K | $21.3M | new | $280.31(+23.81%) | 2026-06-30 | |
| CROX | CROCS INC | 5.92% | 160.0K | $19.3M | -9.35%(-16.50K) | $90.85(+44.75%) | 2026-06-30 | |
| LNG | CHENIERE ENERGY INC | 5.77% | 78.7K | $18.8M | +70.91%(+32.65K) | $223.26(+19.36%) | 2026-06-30 | |
| MORN | MORNINGSTAR INC | 5.24% | 109.5K | $17.1M | +22.76%(+20.30K) | $192.93(+7.24%) | 2026-06-30 | |
| CUBI | CUSTOMERS BANCORP INC | 4.94% | 203.8K | $16.1M | +0.00%(+0) | $68.37(+21.98%) | 2026-06-30 | |
| NTB | BANK OF N T BUTTERFIELD & SO | 4.34% | 237.6K | $14.1M | +14.56%(+30.20K) | $47.67(+33.89%) | 2026-06-30 | |
| KNSL | KINSALE CAP GROUP INC | 4.26% | 42.1K | $13.9M | +100.72%(+21.12K) | $352.24(+7.02%) | 2026-06-30 | |
| XPEL | XPEL INC | 4.12% | 270.8K | $13.4M | -18.46%(-61.30K) | $41.92(+18.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +42.35% |
| Top 20 Holdings Unweighted | — | — | — | — | +39.52% |
Crawford Fund Management LLC reports $652.86M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are TOST (6.6%), UBER (6.6%) and TPL (6.5%). The top 20 holdings account for 83.85% of reported assets. Its disclosed equity book has returned +42.35% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Crawford Fund Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1816427). View Crawford Fund Management LLC’s 13F filings on SEC