Fund HoldingsCrawford Fund Management, LLC

Total Portfolio Value
$127.96M
Total Bought
$86.65M
Total Sold
$177.18M
Net Transaction
-$90.53M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
INTERACTIVE BROKERS GROUP IN(IBKR)066,200+66,20007,3955.78%+7,395
PFIZER INC(PFE)(Put)198,500406,400+207,9005,71511,278+5,563
ROKU INC(ROKU)085,106+85,10605,5464.33%+5,546
TESLA INC(TSLA)017,700+17,70003,1112.43%+3,111
GENERAL MTRS CO(GM)(Put)328,000328,000011,78214,875+3,093
MODERNA INC(MRNA)(Put)107,800129,100+21,30010,72113,757+3,036
TEXAS PACIFIC LAND CORPORATI(TPL)05,000+5,00002,8932.26%+2,893
WISDOMTREE INC(WT)0245,974+245,97402,2611.77%+2,261
XPEL INC(XPEL)047,097+47,09702,5441.99%+2,544
NEXTERA ENERGY PARTNERS LP(XIFR)(Put)137,000209,000+72,0004,1666,287+2,121
PLAINS GP HLDGS L P(PAGP)0105,500+105,50001,9251.50%+1,925
TRUMP MEDIA & TECHNOLOGY GRO(DJT)(Put)030,500+30,50001,890+1,890
CROCS INC(CROX)40,64439,444-1,2003,7975,6724.43%+1,875
WARNER BROS DISCOVERY INC(WBD)(Put)0191,000+191,00001,667+1,667
NVIDIA CORPORATION(NVDA)(Put)03,100+3,10002,801+2,801
ATKORE INC54,20054,20008,67210,3188.06%+1,646
RH(RH)(Put)06,800+6,80002,368+2,368
ALASKA AIR GROUP INC(Put)87,000114,600+27,6003,3994,927+1,528
DIGITALOCEAN HLDGS INC(DOCN)(Put)163,300194,800+31,5005,9917,437+1,446
C3 AI INC(AI)(Put)148,500210,700+62,2004,2635,704+1,440
SWEETGREEN INC(Put)386,000227,500-158,5004,3625,747+1,385
BROOKDALE SR LIVING INC(BKD)(Put)0326,100+326,10002,156+2,156
NEXSTAR MEDIA GROUP INC(NXST)34,25738,557+4,3005,3706,6435.19%+1,273
CINEMARK HLDGS INC(CNK)(Put)086,000+86,00001,545+1,545
NORDSTROM INC(Put)141,000189,500+48,5002,6013,841+1,240
CITY OFFICE REIT INC(Put)0202,000+202,00001,052+1,052
ARM HOLDINGS PLC(Put)08,300+8,30001,037+1,037
WALGREENS BOOTS ALLIANCE INC(Put)139,000213,500+74,5003,6294,631+1,002
HEIDRICK & STRUGGLES INTL IN(Call)027,500+27,5000926+926
FERRARI N V(Put)
COM
03,700+3,70001,613+1,613
MIND MEDICINE MINDMED INC(Put)094,800+94,8000891+891
PROTO LABS INC(PRLB)52,62282,029+29,4072,0502,9332.29%+882
WESTERN ALLIANCE BANCORP(WAL)(Put)013,500+13,5000867+867
BRIDGEBIO PHARMA INC(BBIO)(Put)027,800+27,8000860+860
SL GREEN RLTY CORP(SLG)(Put)82,50082,600+1003,7274,554+827
ROYAL GOLD INC(RGLD)36,62743,127+6,5004,4305,2534.11%+823
UNITED THERAPEUTICS CORP DEL(UTHR)31,40033,600+2,2006,9057,7196.03%+814
KILROY RLTY CORP(KRC)(Put)021,200+21,2000772+772
POTBELLY CORP(Call)093,500+93,50001,132+1,132
EVERBRIDGE INC(Put)160,300133,800-26,5003,8974,660+763
NET POWER INC166,107208,679+42,5721,6782,3771.86%+699
AMERICAN SUPERCONDUCTOR CORP(Put)0144,000+144,00001,945+1,945
CARVANA CO(CVNA)(Put)015,700+15,70001,380+1,380
V F CORP(VFC)(Put)043,000+43,0000660+660
SILK RD MED INC(Put)145,500132,000-13,5001,7852,418+633
AMC ENTMT HLDGS INC(AMC)(Put)0221,000+221,0000822+822
NATERA INC(NTRA)(Put)06,700+6,7000613+613
XOMETRY INC(XMTR)(Put)035,500+35,5000600+600
MEDICAL PPTYS TRUST INC(MPT)(Put)0236,000+236,00001,109+1,109
MOSAIC CO NEW(MOS)66,50091,500+25,0002,3762,9702.32%+594
GLOBAL X FDS(Put)
RBTCS ARTFL INTE
042,000+42,00001,336+1,336
SEABRIDGE GOLD INC(SA)171,832171,83202,0842,5992.03%+514
CLEARFIELD INC98,779111,236+12,4572,9173,4312.68%+514
3-D SYS CORP DEL(Put)0109,000+109,0000484+484
COURSERA INC(COUR)(Put)034,500+34,5000484+484
FIGS INC(FIGS)(Call)0136,000+136,0000677+677
BLOCK INC(XYZ)(Put)05,500+5,5000465+465
NOVAVAX INC(NVAX)(Put)0104,000+104,0000497+497
DOUGLAS EMMETT INC(DEI)(Put)044,500+44,5000617+617
HIMS & HERS HEALTH INC(HIMS)(Put)198,500141,500-57,0001,7672,189+422
NELNET INC(NNI)65,66165,66105,7936,2154.86%+422
TUCOWS INC(Put)074,000+74,00001,373+1,373
GRAFTECH INTL LTD0381,328+381,32805260.41%+526
CUSTOMERS BANCORP INC(CUBB)100,924116,824+15,9005,8156,1994.84%+383
NATHANS FAMOUS INC NEW74,00586,910+12,9055,7736,1534.81%+380
BLADE AIR MOBILITY INC(Call)0130,000+130,0000371+371
HONEST CO INC(Put)091,000+91,0000369+369
CHESAPEAKE ENERGY CORP(EXE)(Call)04,000+4,0000355+355
SPIRIT AIRLS INC(Put)073,000+73,0000353+353
HYLIION HOLDINGS CORP0197,023+197,02303470.27%+347
SOUNDHOUND AI INC(SOUN)(Put)076,000+76,0000448+448
DIREXION(Put)
DLY 20 YR TRESUR
06,000+6,0000327+327
RED ROBIN GOURMET BURGERS IN(Put)042,000+42,0000322+322
SPROTT INC(SII)169,050163,600-5,4505,7396,0474.73%+307
MAPLEBEAR INC(CART)(Put)05,500+5,5000205+205
CANADA GOOSE HLDGS INC(GOOS)(Call)067,500+67,5000814+814
HUDSON GLOBAL INC014,572+14,57202570.20%+257
SELECTQUOTE INC0117,158+117,15802340.18%+234
JUMIA TECHNOLOGIES AG(Put)0178,000+178,0000911+911
BURFORD CAP LTD
ORD SHS
226,646231,646+5,0003,5363,6992.89%+164
BIG LOTS INC(Put)034,000+34,0000147+147
INTUITIVE MACHINES INC(LUNR)(Put)022,000+22,0000138+138
HOME BANCORP INC41,71849,218+7,5001,7531,8861.47%+133
ROCKET COS INC(RKT)(Put)034,000+34,0000495+495
GLOBAL X FDS(Call)011,000+11,0000592+592
89BIO INC(Put)011,000+11,0000128+128
SANDY SPRING BANCORP INC(Put)029,000+29,0000672+672
GROWGENERATION CORP(Call)031,000+31,000089+89
VANECK MERK GOLD TR(OUNZ)052,900+52,90001,1360.89%+1,136
ADAPTIVE BIOTECHNOLOGIES COR(ADPT)(Put)0112,000+112,0000360+360
ZOOMINFO TECHNOLOGIES INC(GTM)(Call)021,000+21,0000337+337
COMERICA INC(Put)019,000+19,00001,045+1,045
HINGHAM INSTN SVGS MASS06,787+6,78701,1840.93%+1,184
DIME CMNTY BANCSHARES INC(DCBG)(Put)024,500+24,5000472+472
GENIUS SPORTS LIMITED(Put)
SHARES CL A
000000
BRIGHTCOVE INC07,400+7,4000140.01%+14
HERITAGE GLOBAL INC093,500+93,50002470.19%+247
CLEAN ENERGY FUELS CORP(Call)000000
THE REALREAL INC(REAL)(Put)000000
HYLIION HOLDINGS CORP(Call)000000
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