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Albert Socorro

@Crown Advisors Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$155.408MTotal holdings41
Assets growth rate-0.27%Assets growth rate (2-Q avg)-2.93%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Crown Advisors Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 41 positions.

Assets under management

The assets under management (AUM) of Crown Advisors Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 155.408M in assets, with a quarterly growth rate of -0.27% and a 2-quarter average growth rate of -2.93%. The portfolio is managed by Albert Socorro, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GBXGreenbrier Cos Inc
Recent Activity
2.79%
$4.325M
85,000 shares@ $50.89 avg price
FANGDiamondback Energy Inc
Recent Activity
2.78%
$4.31M
25,000 shares@ $172.4 avg price
LRCXLam Research Corporation Cmn
Recent Activity
2.63%
$4.08M
5,000 shares@ $816.0 avg price
FCFSFirstcash Holdings Inc
Recent Activity
2.59%
$4.018M
35,000 shares@ $114.8 avg price
CVGWCalavo Growers Inc
Recent Activity
Increased 16.67%
2.58%
$3.994M
140,000 shares@ $28.53 avg price
FIXComfort Sys Usa Inc
Recent Activity
2.52%
$3.903M
10,000 shares@ $390.3 avg price
BBSIBarrett Business Svcs Inc
Recent Activity
2.42%
$3.751M
100,000 shares@ $37.51 avg price
NWPXNorthwest Pipe Co
Recent Activity
2.18%
$3.384M
75,000 shares@ $45.12 avg price
GRBKGreen Brick Partners Inc
Recent Activity
Increased 60%
2.15%
$3.34M
40,000 shares@ $83.5 avg price
FSSFederal Signal Corp
Recent Activity
Increased 16.67%
2.11%
$3.271M
35,000 shares@ $93.46 avg price