ASHFORD CAPITAL MANAGEMENT INC
Top Portfolio Positions
84 positions ·
$739,550,309 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GSAT |
Globalstar, Inc.
Communication Services
|
907,531 | $60,278,209 | 8.15% | |
| LGND |
Ligand Pharmaceuticals Inc
Healthcare
|
207,565 | $41,440,352 | 5.60% | |
| SNEX |
StoneX Group Inc.
Financial Services
|
466,630 | $37,633,709 | 5.09% | |
| VOXR |
Vox Royalty Corp.
Basic Materials
|
7,173,800 | $37,590,712 | 5.08% | |
| SUPN |
Supernus Pharmaceuticals, Inc.
Healthcare
|
645,381 | $33,359,743 | 4.51% | |
| YOU |
Clear Secure, Inc.
Technology
|
533,268 | $25,815,503 | 3.49% | |
| CLBT |
Cellebrite DI Ltd.
Technology
|
1,762,937 | $24,293,271 | 3.28% | |
| RDVT |
Red Violet, Inc.
Technology
|
686,816 | $23,763,833 | 3.21% | |
| EQIX |
Equinix Inc
Real Estate
|
23,375 | $22,913,110 | 3.10% | |
| HQY |
Healthequity, Inc.
Healthcare
|
266,481 | $22,269,817 | 3.01% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CVCO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,004,213 | 28,917 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,784,104 | 28,412 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,886,073 | 48,019 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,881,920 | 54,973 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $28,821,277 | 55,465 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,012,977 | 58,295 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $24,696,600 | 57,670 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $20,112,477 | 58,100 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $23,217,310 | 58,180 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $20,058,899 | 57,870 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $16,680,791 | 62,790 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $19,074,700 | 64,660 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,439,333 | 61,180 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $17,909,950 | 79,160 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $16,351,747 | 79,470 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $19,090,601 | 97,406 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $22,225,878 | 92,281 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $28,277,520 | 89,021 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $21,602,761 | 91,251 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $19,950,662 | 89,791 | Shares | Sole | 2021-08-26 | |
| 2021-03-31 | $20,327,686 | 90,101 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,938,846 | 68,047 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $10,791,012 | 59,847 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $6,289,224 | 32,612 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $10,791,797 | 74,457 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||