Crawford Fund Management, LLC
CIK 1816427 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- NXST5.90%
- UBER5.88%
- XPEL5.83%
- LNG5.31%
- CIB5.23%
- YELP5.10%
- WT4.85%
- CUBI4.31%
- BAH4.18%
- SA3.85%
Share classes counted separately50.44%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ROKUWeight decreased · -3.15 pp5.34% → 2.19%Shares -35.60K (-36.08%)
- SAWeight decreased · -1.59 pp5.44% → 3.85%Shares -10.68K (-2.56%)
- UBERWeight decreased · -1.47 pp7.35% → 5.88%Shares +85.76K (+61.79%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NXSTNEXSTAR MEDIA GROUP INCCOMMON STOCK View history and evidence | $18.39M | 5.90% | 90.59K shares | 6.13% → 5.90%-0.23 pp +33.25K (+57.98%) | Added | ↗▾ |
| 02 | UBERUBER TECHNOLOGIES INC View history and evidence | $18.35M | 5.88% | 224.56K shares | 7.35% → 5.88%-1.47 pp +85.76K (+61.79%) | Added | ↗▾ |
| 03 | XPELXPEL INC View history and evidence | $18.18M | 5.83% | 364.25K shares | 4.65% → 5.83%+1.18 pp +104.05K (+39.99%) | Added | ↗▾ |
| 04 | LNGCHENIERE ENERGY INCCOM NEW View history and evidence | $16.56M | 5.31% | 85.17K shares | 6.21% → 5.31%-0.90 pp +36.30K (+74.27%) | Added | ↗▾ |
| 05 | CIBGRUPO CIBEST SA-ADRSPON ADS View history and evidence | $16.32M | 5.23% | 256.60K shares | 4.62% → 5.23%+0.61 pp +92.10K (+55.99%) | Added | ↗▾ |
| 06 | YELPYELP INCCL A View history and evidence | $15.92M | 5.10% | 523.96K shares | 4.42% → 5.10%+0.68 pp +261.91K (+99.95%) | Added | ↗▾ |
| 07 | WTWISDOMTREE INC View history and evidence | $15.13M | 4.85% | 1.24M shares | 5.21% → 4.85%-0.36 pp +548.10K (+79.07%) | Added | ↗▾ |
| 08 | CUBICUSTOMERS BANCORP INC View history and evidence | $13.44M | 4.31% | 183.85K shares | Prior unavailable +183.85K | New | ↗▾ |
| 09 | BAHBOOZ ALLEN HAMILTON HOLDINGSCL A View history and evidence | $13.04M | 4.18% | 154.61K shares | 5.22% → 4.18%-1.04 pp +57.96K (+59.97%) | Added | ↗▾ |
| 10 | SASEABRIDGE GOLD INC View history and evidence | $12.01M | 3.85% | 405.74K shares | 5.44% → 3.85%-1.59 pp -10.68K (-2.56%) | Reduced | ↗▾ |
Options overlay 165
$447.01M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
PLTRPALANTIR TECHNOLOGIES INC-ACL A View history and evidence | Put | 180.90K | $32.15M | +157.90K (+686.52%) | ▾ |
BABOEING CO/THE View history and evidence | Put | 106.20K | $23.06M | -11.00K (-9.39%) | ▾ |
BEBLOOM ENERGY CORP- ACOM CL A View history and evidence | Put | 224.50K | $19.51M | -15.50K (-6.46%) | ▾ |
3 / 165 options · preview only
Exited positions 29
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| RGLD ROYAL GOLD INC | Non-derivative | -22,616 | -$4.54M | SEC filing ↗ | SEC filing ↗ |
| BUR BURFORD CAPITAL LTD | Non-derivative | -361,346 | -$4.32M | SEC filing ↗ | SEC filing ↗ |
| PRO PROS HOLDINGS INC | Put | -111,000 | -$2.54M | SEC filing ↗ | SEC filing ↗ |
3 / 29 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1816427 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 758959137
}Research all 199 reported holdings.
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