1y return+18.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $139 against $157 in the S&P 500.2
Crawford Fund Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TOSTToast Inc | $21.6M | 6.6% | +48.1% |
| UBERUber Technologies Inc | $21.4M | 6.6% | +1.0% |
| TPLTexas Pacific Land Corporati | $21.3M | 6.5% | New |
| CROXCrocs Inc | $19.3M | 5.9% | −9.3% |
| LNGCheniere Energy Inc | $18.8M | 5.8% | +70.9% |
| MORNMorningstar Inc | $17.1M | 5.2% | +22.8% |
| CUBICustomers Bancorp Inc | $16.1M | 4.9% | |
| Bank Of N T Butterfield & SoCUSIP G0772R208 | $14.1M | 4.3% | +14.6% |
| KNSLKinsale Cap Group Inc | $13.9M | 4.3% | +100.7% |
| XPELXpel Inc | $13.4M | 4.1% | −18.5% |
| SASeabridge Gold Inc | $13.3M | 4.1% | New |
| KSPIKaspi Kz Jsc | $12.0M | 3.7% | +2.2% |
| SFMSprouts Fmrs Mkt Inc | $10.4M | 3.2% | New |
| CHEChemed Corp New | $10.2M | 3.1% | +3.0% |
| CPRTCopart Inc | $10.1M | 3.1% | New |
| BAHBooz Allen Hamilton Hldg Cor | $10.0M | 3.1% | −12.8% |
| WTWisdomtree Inc | $9.8M | 3.0% | −43.9% |
| NXSTNexstar Media Group Inc | $9.7M | 3.0% | −11.9% |
| HLIHoulihan Lokey Inc | $9.2M | 2.8% | +35.4% |
| ICEIntercontinental Exchange In | $7.5M | 2.3% | New |
| UTHRUnited Therapeutics Corp Del | $7.2M | 2.2% | −10.1% |
| HROWHarrow Inc | $6.0M | 1.9% | −26.5% |
| NNINelnet Inc | $5.9M | 1.8% | −5.3% |
| ABNBAirbnb Inc | $5.8M | 1.8% | −39.8% |
| HIFSHingham Instn Svgs Mass | $5.7M | 1.8% | +27.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| UTHRUnited Therapeutics Corp Del | December 31, 2023 | +146.4% | $7.2M |
| ROKURoku Inc | March 31, 2024 | +112.0% | $414K |
| WTWisdomtree Inc | March 31, 2024 | +84.3% | $9.8M |
| HBCPHomebancorp Inc | December 31, 2023 | +63.1% | $887K |
| HIFSHingham Instn Svgs Mass | December 31, 2023 | +58.0% | $5.7M |
| NNINelnet Inc | December 31, 2023 | +51.1% | $5.9M |
| VCELVericel Corp | September 30, 2025 | +41.4% | $658K |
| LNGCheniere Energy Inc | June 30, 2024 | +36.7% | $18.8M |
| CROXCrocs Inc | December 31, 2023 | +29.2% | $19.3M |
| GRBKGreen Brick Partners Inc | December 31, 2025 | +27.7% | $5.3M |
Sold off last quarter
- Seabridge Gold IncCUSIP 811916105 was $12.3M
- CDWCdw Corp was $10.0M
- SAMBoston Beer Inc was $9.1M
- PMPhilip Morris Intl Inc was $2.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.5% | +14.8% |
| March 31, 2026 | +1.2% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +8.0% | +10.5% |
| March 31, 2025 | −0.7% | −4.6% |
| December 31, 2024 | −2.0% | +2.1% |
| September 30, 2024 | +8.1% | +5.4% |
| June 30, 2024 | −0.2% | +4.0% |
| March 31, 2024 | +3.3% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Crawford Fund Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1816427&type=13F-HR&dateb=&owner=include&count=40CIK 1816427
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1816427/000181642726000005/Filed August 14, 2026 · accession 0001816427-26-000005