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Crystal Rock Capital Management - Q1 2026 13F Filings

CR

Crystal Rock Capital Management

CIK: 0001510668
Address: Illinois Bannockburn 2201 Waukegan Road Suite 245
$168.44 M
Portfolio Value
32
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/04/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Sells

Q1 2026

Asset Allocation

Stocks/ETFs
-10.98%
$168.44 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Crystal Rock Capital Management Q1 2026 Filing Summary

Crystal Rock Capital Management filed its 13F report for Q1 2026 on May 04, 2026. The portfolio totaled 168.44 M reflecting a -10.98% change from the prior quarter, spanning 32 assets. The top 10 holdings comprised 61.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 2 complete exits.

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Crystal Rock Capital Management’s Q1 2026 Filing

Crystal Rock Capital Management submitted their Form 13F-HR for the Q1 2026 period on 05/04/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Crystal Rock Capital Management reported a managed portfolio value of 168.44 M, consisting of 32 individual positions.

This page displays the raw filing documents. To see which stocks Crystal Rock Capital Management bought or sold during Q1 2026, please visit Crystal Rock Capital Management's Portfolio Analysis page.