Fund HoldingsCrawford Fund Management, LLC

Total Portfolio Value
$151.64M
Total Bought
$79.10M
Total Sold
$219.66M
Net Transaction
-$140.56M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
UNITEDHEALTH GROUP INC(UNH)(Put)1,00018,000+17,0005069,428+8,922
BOOZ ALLEN HAMILTON HLDG COR076,598+76,59808,0115.28%+8,011
ASML HOLDING N V N Y REGISTRY
N Y REGISTRY SHS
011,050+11,05007,3224.83%+7,322
YELP INC(YELP)0168,545+168,54506,2414.12%+6,241
CROCS INC(CROX)079,111+79,11108,4025.54%+8,402
AIRBNB INC051,500+51,50006,1524.06%+6,152
UBER TECHNOLOGIES INC(UBER)0159,400+159,400011,6147.66%+11,614
WALGREENS BOOTS ALLIANCE INC(Put)0620,300+620,30006,929+6,929
LAUDER ESTEE COS INC(EL)(Call)9,30036,500+27,2006972,409+1,712
BOSTON BEER INC(SAM)26,73640,386+13,6508,0209,6466.36%+1,626
READY CAPITAL CORP(Put)399,000852,500+453,5002,7214,339+1,618
HARLEY DAVIDSON INC(HOG)(Put)121,500196,500+75,0003,6614,962+1,301
AST SPACEMOBILE INC(ASTS)(Put)051,500+51,50001,171+1,171
UNITED THERAPEUTICS CORP DEL(UTHR)028,315+28,31508,7295.76%+8,729
JACK IN THE BOX INC(Put)039,600+39,60001,077+1,077
RADIUS RECYCLING INC(Put)035,000+35,00001,011+1,011
ALEXANDRIA REAL ESTATE EQ IN34,50047,200+12,7003,3654,3662.88%+1,001
CARVANA CO(CVNA)(Put)04,600+4,6000962+962
SEABRIDGE GOLD INC(SA)0489,418+489,41805,7123.77%+5,712
CHENIERE ENERGY INC(LNG)45,07645,876+8009,68510,6167.00%+930
COMCAST CORP NEW(CCZ)(Call)39,50065,000+25,5001,4822,399+916
MIDCAP FINANCIAL INVSTMNT CO(Put)081,900+81,90001,053+1,053
NEVRO CORP(Put)0208,700+208,70001,219+1,219
HINGHAM INSTN SVGS MASS9,38113,281+3,9002,3843,1582.08%+774
ESSENTIAL UTILS INC(WTRG)(Put)077,600+77,60003,068+3,068
CERENCE INC(Put)0121,000+121,0000956+956
MARKETAXESS HLDGS INC(MKTX)(Call)03,100+3,1000671+671
BURFORD CAP LTD
ORD SHS
0361,346+361,34604,7733.15%+4,773
EXPEDITORS INTL WASH INC(EXPD)05,200+5,20006250.41%+625
HERSHEY CO(HSY)(Call)03,500+3,5000599+599
TOAST INC(TOST)142,600173,300+30,7005,1985,7483.79%+551
STELLANTIS N.V(STLA)(Put)0185,000+185,00002,074+2,074
JETBLUE AWYS CORP(JBLU)(Put)0107,000+107,0000516+516
MEDICAL PPTYS TRUST(MPT)(Put)0185,000+185,00001,116+1,116
VNET GROUP INC(VNET)(Put)150,000139,000-11,0007111,140+429
SIRIUSXM HOLDINGS INC(SIRI)(Call)018,500+18,5000417+417
PARK HOTELS & RESORTS INC(PK)(Put)62,500120,900+58,4008791,291+412
COUPANG INC(CPNG)(Call)017,500+17,5000384+384
ALLY FINL INC(ALLY)(Put)058,300+58,30002,126+2,126
LUMINAR TECHNOLOGIES INC(Put)065,500+65,5000353+353
LUCID GROUP INC(LCID)(Call)0143,500+143,5000347+347
BLUEPRINT MEDICINES CORP(Put)03,700+3,7000327+327
ISHARES SILVER TR(SLV)(Call)023,000+23,0000713+713
UNITED STATES STL CORP NEW(Put)53,00049,400-3,6001,8012,088+286
HOULIHAN LOKEY INC(HLI)01,500+1,50002420.16%+242
NEWELL BRANDS INC(NWL)(Put)039,000+39,0000242+242
KASPI KZ JSC(KSPI)57,16560,765+3,6005,4145,6423.72%+228
ATKORE INC(Call)03,700+3,7000222+222
VANECK MERK GOLD ETF GOLD(OUNZ)039,900+39,90001,2030.79%+1,203
WARNER BROS DISCOVERY INC(WBD)(Put)0428,500+428,50004,598+4,598
RIGETTI COMPUTING INC(RGTI)(Put)25,00067,500+42,500382535+153
INTUITIVE MACHINES INC(LUNR)(Call)020,000+20,0000149+149
APPLE INC(AAPL)(Put)6,2007,500+1,3001,5531,666+113
HOLLEY INC(Put)043,300+43,3000111+111
HOME BANCORP INC99,245103,747+4,5024,5864,6483.07%+62
NEW FORTRESS ENERGY INC(Put)36,00071,000+35,000544590+46
CHARTER COMMUNICATIONS INC N(CHTR)(Put)1,6001,6000548590+41
BEYOND MEAT INC(Put)030,000+30,000092+92
PENN ENTERTAINMENT INC(PENN)(Put)61,00075,000+14,0001,2091,223+14
TOPGOLF CALLAWAY BRANDS CORP(CALY)(Put)0423,000+423,00002,788+2,788
LENDINGTREE INC NEW(Put)021,700+21,70001,091+1,091
TEVA PHARMACEUTICAL INDS LTD(TEVA)(Put)152,000217,500+65,5003,3503,343-7
CITY OFFICE REIT INC(Put)088,000+88,0000457+457
CHARGEPOINT HOLDINGS INC(Put)000000
DIGITAL TURBINE INC(APPS)(Call)000000
LUMEN TECHNOLOGIES INC(LUMN)(Put)158,000207,000+49,000839811-28
BIGCOMMERCE HLDGS INC(Put)0288,000+288,00001,659+1,659
ROKU INC(ROKU)(Call)000000
SERITAGE GROWTH PPTYS(Put)000000
BANK AMERICA CORP(Put)014,500+14,5000605+605
POTBELLY CORP(Call)020,000+20,0000190+190
DESKTOP METAL INC(Call)000000
NIKOLA CORP(Put)000000
PLUG POWER INC(PLUG)(Put)012,500+12,500017+17
UBER TECHNOLOGIES INC(UBER)(Call)000000
10X GENOMICS INC(TXG)(Put)61,70092,200+30,500886805-81
RED ROBIN GOURMET BURGERS IN(Call)000000
VIASAT INC(VSAT)(Put)212,500165,000-47,5001,8081,719-89
KASPI KZ JSC(KSPI)(Call)01,100+1,1000102+102
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)(Put)116,500108,000-8,500460337-123
BLADE AIR MOBILITY INC(Call)000000
SNAP INC(SNAP)(Put)166,500191,000+24,5001,7931,664-130
PELOTON INTERACTIVE INC(PTON)(Call)000000
TUTOR PERINI CORP(TPC)(Put)0185,500+185,50004,300+4,300
LUMINAR TECHNOLOGIES INC(Put)000000
BRANDYWINE RLTY TR(Put)000000
ZOOMINFO TECHNOLOGIES INC(GTM)(Call)000000
VALLEY NATL BANCORP(VLY)(Put)000000
ROCKET COS INC(RKT)(Put)000000
QUANTUM COMPUTING INC(QUBT)(Put)22,50027,500+5,000372220-152
LOMA NEGRA C I A S A MTN 14(Call)58,00049,000-9,000693539-154
CHILDRENS PL INC NEW(Put)033,000+33,0000288+288
HOULIHAN LOKEY INC(HLI)(Call)13,00013,00002,2582,100-158
HERTZ GLOBAL HLDGS INC(Put)0113,500+113,5000447+447
BROOKDALE SR LIVING INC(BKD)(Put)0194,200+194,20001,216+1,216
BRIDGEBIO PHARMA INC(BBIO)(Put)65,50047,000-18,5001,7971,625-173
TELADOC HEALTH INC(TDOC)(Put)0413,500+413,50003,291+3,291
TRANSOCEAN LTD REGISTERED(RIG)(Call)000000
SINCLAIR INC(SBGI)(Call)000000
ERIE INDTY CO(ERIE)(Put)1,000500-500412210-203
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