Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

California Res Corp (CRC)

349 + Investors. Track Smart Money conviction in CRC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +30
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — CRC

Based on 351 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CRC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
351 hedge funds hold CRC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+74 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

192 buying166 selling
Last quarter: 192 funds bought or added vs 166 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new CRC position: 69 → 76 → 62 → 77. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 20% medium ■ 27% new
184 out of 351 hedge funds have held CRC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+51% value, -0% shares)

Value
+50%
Shares
0%
Last quarter: total value of institutional CRC holdings rose +51% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~77 new funds/quarter

48 → 69 → 76 → 62 → 77 new funds/Q
New funds entering each quarter: 69 → 76 → 62 → 77. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 31% newcomers

■ 60% veterans ■ 8% 1-2yr ■ 31% new
Entry-cohort mix of 360 holders: 217 (60%) are 2+ year veterans, 30 entered 1–2 years ago, and 113 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
53 of 349 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in CRC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CRC

In 2026 Q1, 192 hedge funds were net buyers of CRC (77 opened a new position, 115 added to an existing one), while 166 reduced or exited (119 trimmed, 47 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 59% of total institutional value in CRC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +30 funds (more new holders than closures). Total institutional holders: 351.

Hedge Fund Ownership: CRC

How many hedge funds hold CRC — quarterly history vs. share price
Quarterly hedge fund ownership of CRC vs. share price

Market Analysis: CRC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CRC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy California Res Corp (CRC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CRC has moved relative to its sector benchmark (XLE) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 46d ago
CRC
+0.8%
XLE
+16.6%

CRC outperformed XLE by -15.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
CRC
+0.0%
XLE
+0.0%

Since the filing became public, CRC outperformed XLE by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 8 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: CRC
2026 Q2 Stats Unlock in 4 days 349 + Investors

Track Smart Money conviction in CRC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 349 320 9.06%
13F Shares 93M 93M -0.2%
Total Value $6.25B $4.15B 50.54%
New Positions 75 62 +13
Increased Positions 115 131 -16
Closed Positions 46 83 -37
Reduced Positions 115 95 +20
Total Calls 6 6 -
Total Puts 5 3 66.67%
PUT/CALL Ratio 0.83 0.5 Neutral

Statistics: CRC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

349 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CRC. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 CRC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gimbel Daniel Scott 98.99% 6,240,865 $330.0M
2 Sourcerock Group LLC 13.44% 4,890,388 $258.6M
3 Kore Advisors LP 7.30% 132,784 $7.0M
4 Clayton Partners LLC 4.25% 122,260 $6.5M
5 Palo Duro Investment Partners, LP 3.58% 350,657 $18.5M
6 Saber Capital Managment, LLC 3.04% 84,510 $4.5M
7 Hara Capital LLC 2.54% 91,263 $4.8M
8 Steamboat Capital Partners, LLC 2.24% 197,755 $10.5M
9 SIR Capital Management, L.P. 1.33% 218,438 $11.5M
10 Carlson Capital, L.P. 1.21% 112,748 $6.0M
11 Channing Capital Management, LLC 1.00% 821,628 $43.4M
12 Aristides Capital LLC 0.95% 92,055 $4.9M
13 Neo Ivy Capital Management 0.93% 76,525 $4.0M
14 BlackBarn Capital Partners LP 0.78% 175,000 $9.3M
15 Penn Capital Management Company, LLC 0.71% 211,132 $11.2M
16 Private Management Group Inc 0.70% 505,863 $26.7M
17 Verdad Advisers, LP 0.51% 10,000 $529K
18 Orbis Allan Gray Ltd 0.44% 2,422,242 $128.1M
19 Edgestream Partners, L.P. 0.39% 249,307 $13.2M
20 Oppenheimer & Close, LLC 0.38% 11,400 $603K
21 ArrowMark Colorado Holdings LLC 0.37% 166,000 $8.8M
22 Beverly Hills Private Wealth, LLC 0.36% 35,918 $1.9M
23 Orvieto Partners, L.P. 0.34% 10,000 $529K
24 Hotchkis & Wiley Capital Management LLC 0.28% 1,785,343 $94.4M
25 Sage Rhino Capital LLC 0.27% 32,005 $1.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — California Res Corp (CRC)

What does the Smart Money Trend signal show for CRC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CRC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CRC?

Slight buying edge — 54% buying: Last quarter: 192 funds bought or added vs 166 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CRC holders?

Elite ownership — 59% AUM from top-100 funds: 53 of 349 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in CRC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CRC?

52% of holders stayed for 2+ years: 184 out of 351 hedge funds have held CRC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy California Res Corp (CRC) following the 2026 Q2 hedge fund 13F filings?

As of today, CRC has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLE sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), CRC has gained +0.8% vs +16.6% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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