Fund HoldingsCrawford Fund Management, LLC

Total Portfolio Value
$135.67M
Total Bought
$149.56M
Total Sold
$70.32M
Net Transaction
+$79.24M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BOEING CO(BA)(Put)34,200197,700+163,5006,22530,058+23,834
SUPER MICRO COMPUTER INC(SMCI)(Put)018,800+18,80007,828+7,828
AFFIRM HLDGS INC(AFRM)(Put)0307,800+307,800012,564+12,564
TUTOR PERINI CORP(TPC)(Put)0161,000+161,00004,373+4,373
CHEMED CORP NEW(CHE)07,150+7,15004,2973.17%+4,297
CROCS INC(CROX)034,811+34,81105,0413.72%+5,041
ADVANCE AUTO PARTS INC(AAP)(Put)0101,500+101,50003,957+3,957
FLOOR & DECOR HLDGS INC(FND)(Put)030,100+30,10003,738+3,738
AIRBNB INC023,750+23,75003,0122.22%+3,012
UNITY SOFTWARE INC(U)(Put)110,500211,500+101,0001,7974,784+2,987
DOUGLAS EMMETT INC(DEI)0162,436+162,43602,8542.10%+2,854
TOPGOLF CALLAWAY BRANDS CORP(CALY)(Put)0248,000+248,00002,723+2,723
WARNER BROS DISCOVERY INC(WBD)(Put)339,500634,500+295,0002,5265,235+2,709
CHENIERE ENERGY INC(LNG)30,75044,156+13,4065,3767,9415.85%+2,565
HAWAIIAN HOLDINGS INC(Put)0141,500+141,50002,547+2,547
IONQ INC(IONQ)(Put)340,600554,900+214,3002,3944,850+2,455
SOFI TECHNOLOGIES INC(SOFI)(Put)277,500545,500+268,0001,8344,288+2,453
SEABRIDGE GOLD INC(SA)210,589317,089+106,5002,8835,3253.92%+2,442
HARLEY DAVIDSON INC(HOG)(Put)054,000+54,00002,081+2,081
EXACT SCIENCES CORP(EXK)(Put)20,00042,800+22,8008452,916+2,071
NATHANS FAMOUS INC NEW097,660+97,66007,9015.82%+7,901
SPROTT FDS TR
URANI MINER ETF
0180,100+180,10001,8171.34%+1,817
COHERENT CORP(COHR)(Put)020,100+20,10001,787+1,787
SUNRUN INC(RUN)(Put)0230,500+230,50004,163+4,163
HOME BANCORP INC61,52591,247+29,7222,4624,0683.00%+1,606
UBER TECHNOLOGIES INC(UBER)111,800128,800+17,0008,1269,6817.14%+1,555
LENDINGTREE INC NEW(Put)025,400+25,40001,474+1,474
NUTANIX INC(NTNX)(Put)080,200+80,20004,752+4,752
SNOWFLAKE INC(SNOW)(Put)011,900+11,90001,367+1,367
STELLANTIS N.V(STLA)(Put)095,000+95,00001,335+1,335
WISDOMTREE INC(WT)373,174499,874+126,7003,6984,9943.68%+1,296
MEDICAL PPTYS TRUST(MPT)(Put)0218,500+218,50001,278+1,278
XPEL INC(XPEL)132,477136,593+4,1164,6575,9244.37%+1,267
TELADOC HEALTH INC(TDOC)(Put)0369,000+369,00003,387+3,387
ROYAL GOLD INC(RGLD)43,12747,327+4,2005,3986,6404.89%+1,242
BAUSCH HEALTH COS INC(Put)0140,500+140,50001,146+1,146
GLOBAL X FDS R(Put)
RBTCS ARTFL INTE
035,000+35,00001,125+1,125
NUSCALE PWR CORP(SMR)(Put)090,500+90,50001,048+1,048
DIGITALOCEAN HLDGS INC(DOCN)(Put)0175,200+175,20007,076+7,076
VANECK MERK GOLD ETF GOLD(OUNZ)039,900+39,90001,0130.75%+1,013
STURM RUGER & CO INC(Call)024,000+24,00001,000+1,000
READY CAPITAL CORP(Put)0127,500+127,5000973+973
HUDSON PAC PPTYS INC(Put)0202,500+202,5000968+968
VIASAT INC(VSAT)(Put)080,500+80,5000961+961
FRONTIER GROUP HLDGS INC(ULCC)(Put)0175,000+175,0000936+936
XOMETRY INC(XMTR)(Put)76,00097,000+21,0008791,782+903
TEVA PHARMACEUTICAL INDS LTD(TEVA)(Put)0156,500+156,50002,820+2,820
SEMLER SCIENTIFIC INC037,500+37,50008830.65%+883
FASTLY INC(FSLY)(Put)0307,000+307,00002,324+2,324
SHAKE SHACK INC(SHAK)(Put)08,300+8,3000857+857
PROS HOLDINGS INC(Put)0146,000+146,00002,704+2,704
NEXSTAR MEDIA GROUP INC(NXST)043,557+43,55707,2025.31%+7,202
CHILDRENS PL INC NEW(Put)15,00059,500+44,500122921+799
PRA GROUP INC(Call)035,000+35,0000783+783
DROPBOX INC(DBX)(Call)030,500+30,5000776+776
NELNET INC(NNI)057,787+57,78706,5464.82%+6,546
ALAMOS GOLD INC NEW(Call)035,000+35,0000698+698
DAVE & BUSTERS ENTMT INC(Put)15,00036,500+21,5005971,243+646
BLOOM ENERGY CORP(Put)0357,500+357,50003,775+3,775
SPROTT INC(SII)099,139+99,13904,2963.17%+4,296
DOUGLAS EMMETT INC(DEI)(Call)035,000+35,0000615+615
ALASKA AIR GROUP INC(Put)127,600126,200-1,4005,1555,706+550
VIRGIN GALACTIC HOLDINGS INC(Put)090,000+90,0000549+549
ROKU INC(ROKU)123,706106,382-17,3247,4147,9425.85%+529
RED ROBIN GOURMET BURGERS IN(Put)73,000241,000+168,0005531,063+510
BANK AMERICA CORP(Put)037,500+37,50001,488+1,488
MIDCAP FINANCIAL INVSTMNT CO(Put)035,000+35,0000469+469
INTUITIVE MACHINES INC(LUNR)(Put)80,00091,000+11,000264733+469
BURFORD CAP LTD
ORD SHS
0287,446+287,44603,8122.81%+3,812
EVGO INC(Put)0111,200+111,2000460+460
UNITED STATES STL CORP NEW(Put)25,00039,000+14,0009451,378+433
SMARTSHEET INC(Call)07,500+7,5000415+415
SMITH & WESSON BRANDS INC(Call)030,000+30,0000389+389
MALIBU BOATS INC(Call)010,000+10,0000388+388
SINCLAIR INC(SBGI)(Call)024,000+24,0000367+367
DIREXION(Put)
DLY 20 YR TRESUR
06,000+6,0000347+347
NIKOLA CORP(Put)073,500+73,5000337+337
QUANTUMSCAPE CORP(QS)(Put)0534,000+534,00003,071+3,071
TUCOWS INC(Put)75,00083,800+8,8001,4491,751+302
HONEST CO INC(Put)0133,000+133,0000475+475
NEVRO CORP(Put)067,700+67,7000378+378
89BIO INC(Put)28,50069,000+40,500228511+282
NEWELL BRANDS INC(NWL)(Call)0154,700+154,70001,188+1,188
MACERICH CO(MAC)(Put)75,60077,600+2,0001,1671,415+248
HARROW INC(HROW)(Call)10,00010,0000209450+241
BRANDYWINE RLTY TR(Put)065,000+65,0000354+354
INNOVEX INTERNATIONAL INC(INVX)(Call)015,500+15,5000228+228
TYSON FOODS INC(TSN)(Call)056,500+56,50003,365+3,365
COURSERA INC(COUR)(Put)86,000103,500+17,500616822+206
DRAFTKINGS INC NEW(DKNG)(Call)9,50014,500+5,000363568+206
THE REALREAL INC(REAL)(Put)050,000+50,0000157+157
JOBY AVIATION INC(JOBY)(Put)144,000176,500+32,500734888+153
DESKTOP METAL INC(Call)032,000+32,0000149+149
SAMSARA INC(IOT)(Put)10,00010,0000337481+144
BXP INC(BXP)(Put)045,800+45,80003,685+3,685
SOUNDHOUND AI INC(SOUN)(Put)124,500131,000+6,500492610+119
LUCID GROUP INC(LCID)(Put)086,200+86,2000304+304
PHILIP MORRIS INTL INC(PM)010,200+10,20001,2380.91%+1,238
BRIDGEBIO PHARMA INC(BBIO)(Put)023,500+23,5000598+598
HERTZ GLOBAL HLDGS INC(Put)78,000106,500+28,500275351+76
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