Crown Advisors Management, Inc. Portfolio Holdings

Crown Advisors Management, Inc.

  • $155 Million
  • Q3 2024

Crown Advisors Management, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $155 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $15.8M, Deckers Outdoor Corp with a value of $9.57M, Nvr Inc with a value of $8.34M, Builders First Source, Inc. with a value of $7.75M, and Century Communities, Inc. with a value of $7.72M.

Examining the 13F form we can see an decrease of $427K in the current position value, from $156M to 155M.

Crown Advisors Management, Inc. is based out at Larkspur, CA

Below you can find more details about Crown Advisors Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $155 Million
Consumer Cyclical: $41.7 Million
Industrials: $40.5 Million
Technology: $25.7 Million
Financial Services: $14.1 Million
Energy: $11.9 Million
Consumer Defensive: $10.6 Million
Healthcare: $2.79 Million
ETFs: $1.98 Million
Other: $991,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $155 Million
  • Prior Value $156 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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