2026 Q2 Portfolio Activity
In 2026 Q2, CROWN ADVISORS MANAGEMENT, INC. maintained a portfolio of 45 distinct positions. The most significant new addition was AZZ INC, now representing 1.70% of the total fund value. They heavily accumulated shares in PDF SOLUTIONS INC, increasing the position by 60.0%. The fund also reduced its exposure to GRAND CANYON EDUCATION, INC. C by 22.2%.
Position History
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Total Positions
45
Quarter
2026 Q2
Top Holding
FIX (10.9%)
Top 10 Concentration
59.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-45 of 45
CROWN ADVISORS MANAGEMENT, INC. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
FIX
COMFORT SYS USA...
|
Industrials | 10.88% | 11.90% |
#1
Prev: #1
|
6.0 |
—
|
-3,000 | -23.1% |
P
S
|
10,000 | $19,819,500 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
STRL
STERLING INFRAS...
|
Industrials | 9.22% | 5.41% |
#2
2
Prev: #4
|
6.2 |
—
|
no change | no change |
P
S
|
20,000 | $16,787,200 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 8.33% | 7.09% |
#3
1
Prev: #2
|
4.3 |
—
|
-15,000 | -30.0% |
P
S
|
35,000 | $15,166,550 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.59% | 6.95% |
#4
1
Prev: #3
|
4.1 |
—
|
no change | no change |
P
S
|
60,000 | $12,005,400 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NWPX
NWPX INFRASTRUC...
|
Basic Materials | 5.76% | 3.88% |
#5
3
Prev: #8
|
3.3 |
—
|
-5,000 | -6.7% |
P
S
|
70,000 | $10,495,800 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
FCFS
FIRSTCASH HOLDI...
|
Financial Services | 4.75% | 4.99% |
#6
Prev: #6
|
2.9 |
—
|
no change | no change |
P
S
|
40,000 | $8,652,800 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AROC
ARCHROCK INC
|
Energy | 4.47% | 4.62% |
#7
Prev: #7
|
2.8 |
—
|
no change | no change |
P
S
|
200,000 | $8,142,000 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ENVA
ENOVA INTL INC
|
Financial Services | 3.30% | 2.25% |
#8
6
Prev: #14
|
2.3 |
—
|
no change | no change |
P
S
|
25,000 | $6,018,250 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ROST
ROSS STORES,INC...
|
Consumer Cyclical | 3.04% | 3.74% |
#9
Prev: #9
|
2.2 |
—
|
no change | no change |
P
S
|
26,000 | $5,534,100 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LOPE
GRAND CANYON ED...
|
Consumer Defensive | 2.75% | 5.08% |
#10
5
Prev: #5
|
1.1 |
—
|
-10,000 | -22.2% |
P
S
|
35,000 | $5,008,850 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TER
TERADYNE INC
|
Technology | 2.66% | 1.97% |
#11
5
Prev: #16
|
2.1 |
—
|
no change | no change |
P
S
|
10,000 | $4,838,400 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
KGS
KODIAK GAS SVCS...
|
Energy | 2.48% | 1.94% |
#12
5
Prev: #17
|
3.5 |
—
|
10,000 | 20.0% |
P
S
|
60,000 | $4,507,800 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
FANG
DIAMONDBACK ENE...
|
Energy | 2.41% | 3.28% |
#13
3
Prev: #10
|
2.0 |
—
|
no change | no change |
P
S
|
25,000 | $4,394,500 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LAUR
LAUREATE ED INC
|
Consumer Defensive | 1.99% | 2.31% |
#14
1
Prev: #13
|
1.8 |
—
|
no change | no change |
P
S
|
100,000 | $3,632,000 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TTEK
TETRA TECH INC ...
|
Industrials | 1.98% | 2.50% |
#15
4
Prev: #11
|
1.8 |
—
|
no change | no change |
P
S
|
125,000 | $3,611,250 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
EZPW
EZCORP INC
|
Financial Services | 1.90% | 1.68% |
#16
7
Prev: #23
|
1.8 |
—
|
no change | no change |
P
S
|
100,000 | $3,457,000 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NGS
NATURAL GAS SER...
|
Energy | 1.90% | 2.00% |
#17
2
Prev: #15
|
1.8 |
—
|
no change | no change |
P
S
|
80,000 | $3,451,200 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
APEI
AMERICAN PUB ED...
|
Consumer Defensive | 1.77% | 1.89% |
#18
2
Prev: #20
|
3.2 |
—
|
10,000 | 20.0% |
P
S
|
60,000 | $3,222,000 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
XBI
SPDR SERIES TRU...
|
Unknown | 1.74% | 1.70% |
#19
3
Prev: #22
|
1.7 |
—
|
no change | no change |
P
S
|
20,000 | $3,165,000 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AZZ
AZZ INC
|
Industrials | 1.70% | — |
#20
Prev: #—
|
4.2 |
—
|
20,000 | — |
NEW
|
20,000 | $3,101,000 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CVCO
CAVCO INDS INC ...
|
Consumer Cyclical | 1.69% | 1.61% |
#21
3
Prev: #24
|
1.7 |
—
|
no change | no change |
P
S
|
5,000 | $3,071,900 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BBW
BUILD-A-BEAR WO...
|
Consumer Cyclical | 1.68% | 2.49% |
#22
10
Prev: #12
|
1.7 |
—
|
no change | no change |
P
S
|
100,000 | $3,061,000 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PDFS
PDF SOLUTIONS I...
|
Technology | 1.55% | 0.54% |
#23
14
Prev: #37
|
3.6 |
—
|
15,000 | 60.0% |
P
S
|
40,000 | $2,831,600 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VTS
VITESSE ENERGY ...
|
Energy | 1.30% | — |
#24
Prev: #—
|
4.0 |
—
|
150,000 | — |
NEW
|
150,000 | $2,365,500 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BBSI
BARRETT BUSINES...
|
Industrials | 1.17% | 1.16% |
#25
5
Prev: #30
|
1.5 |
—
|
no change | no change |
P
S
|
60,000 | $2,131,200 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
HAS
HASBRO INC
|
Consumer Cyclical | 1.13% | 1.55% |
#26
1
Prev: #27
|
1.5 |
—
|
no change | no change |
P
S
|
25,000 | $2,064,750 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
FSS
FEDERAL SIGNAL ...
|
Industrials | 1.06% | 1.08% |
#27
4
Prev: #31
|
1.4 |
—
|
no change | no change |
P
S
|
15,000 | $1,927,350 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.05% | 1.57% |
#28
2
Prev: #26
|
1.4 |
—
|
no change | no change |
P
S
|
13,940 | $1,905,877 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PR
PERMIAN RESOURC...
|
Energy | 1.01% | 1.42% |
#29
Prev: #29
|
1.4 |
—
|
no change | no change |
P
S
|
100,000 | $1,841,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GBX
GREENBRIER COS ...
|
Industrials | 0.94% | 1.57% |
#30
5
Prev: #25
|
0.4 |
—
|
-10,000 | -22.2% |
P
S
|
35,000 | $1,715,350 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GRBK
GREEN BRICK PAR...
|
Consumer Cyclical | 0.88% | 1.92% |
#31
13
Prev: #18
|
0.4 |
—
|
-25,000 | -55.6% |
P
S
|
20,000 | $1,600,800 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NPKI
NPK INTERNATION...
|
Energy | 0.87% | 0.96% |
#32
1
Prev: #33
|
1.3 |
—
|
no change | no change |
P
S
|
100,000 | $1,591,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
JLL
JONES LANG LASA...
|
Real Estate | 0.85% | 1.01% |
#33
1
Prev: #32
|
1.3 |
—
|
no change | no change |
P
S
|
5,000 | $1,549,750 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NVR
N V R INC CMN
|
Consumer Cyclical | 0.75% | 1.75% |
#34
13
Prev: #21
|
0.3 |
—
|
-200 | -50.0% |
P
S
|
200 | $1,362,680 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LBRT
LIBERTY ENERGY ...
|
Energy | 0.72% | 1.91% |
#35
16
Prev: #19
|
0.3 |
—
|
-50,000 | -50.0% |
P
S
|
50,000 | $1,309,500 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TPB
TURNING PT BRAN...
|
Consumer Defensive | 0.70% | 0.86% |
#36
2
Prev: #34
|
1.3 |
—
|
no change | no change |
P
S
|
15,000 | $1,272,150 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TSSI
TSS INC DEL
|
Technology | 0.68% | — |
#37
Prev: #—
|
3.8 |
—
|
100,000 | — |
NEW
|
100,000 | $1,230,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ATGE
COVISTA INC
|
Consumer Defensive | 0.55% | 0.61% |
#38
3
Prev: #35
|
1.2 |
—
|
no change | no change |
P
S
|
8,000 | $997,280 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BLDR
BUILDERS FIRSTS...
|
Industrials | 0.49% | 0.55% |
#39
3
Prev: #36
|
1.2 |
—
|
no change | no change |
P
S
|
10,000 | $894,800 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
STRS
STRATUS PPTYS I...
|
Real Estate | 0.43% | 0.25% |
#40
Prev: #40
|
3.2 |
—
|
15,000 | 121.4% |
P
S
|
27,356 | $786,485 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PCYO
PURE CYCLE CORP
|
Utilities | 0.41% | — |
#41
Prev: #—
|
3.7 |
—
|
70,000 | — |
NEW
|
70,000 | $749,700 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AYTU
AYTU BIOPHARMA ...
|
Healthcare | 0.24% | 0.26% |
#42
4
Prev: #38
|
2.6 |
—
|
55,000 | 37.9% |
P
S
|
200,000 | $430,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
FOSL
FOSSIL GROUP IN...
|
Consumer Cyclical | 0.23% | — |
#43
Prev: #—
|
3.6 |
—
|
100,000 | — |
NEW
|
100,000 | $414,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NAUT
NAUTILUS BIOTEC...
|
Healthcare | 0.00% | 0.26% |
Sold All 😨
(Was: #39) |
0.0 |
—
|
-100,000 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AVNW
AVIAT NETWORKS ...
|
Technology | 0.00% | 1.50% |
Sold All 😨
(Was: #28) |
0.0 |
—
|
-100,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 |
Showing 1-45 of 45 holdings