Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ASHFORD CAPITAL MANAGEMENT INC (CIK 897070) reported $809.2M across 99 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GSAT ($60.3M, 7.45%), LGND ($41.4M, 5.12%), SNEX ($37.6M, 4.65%), SUPN ($33.4M, 4.12%), VTI ($30.7M, 3.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GSAT | GLOBALSTAR INC. | $60.3M | 7.45% | 907,531 | Trimmed |
| 2 | LGND | LIGAND PHARMACEUTICALS - CL B | $41.4M | 5.12% | 207,565 | Trimmed |
| 3 | SNEX | STONEX GROUP, INC. | $37.6M | 4.65% | 466,630 | Added |
| 4 | SUPN | SUPERNUS PHARMACEUTICALS INC. | $33.4M | 4.12% | 645,381 | Added |
| 5 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $30.7M | 3.79% | 95,654 | Added |
| 6 | YOU | CLEAR SECURE, INC. -CLASS A | $25.8M | 3.19% | 533,268 | Added |
| 7 | CLBT | CELLEBRITE DI LTD/ISRAEL | $24.3M | 3.00% | 1.8M | Added |
| 8 | RDVT | RED VIOLET INC | $23.8M | 2.94% | 686,816 | Added |
| 9 | EQIX | EQUINIX INC | $22.9M | 2.83% | 23,375 | Trimmed |
| 10 | HQY | HEALTHEQUITY, INC. | $22.3M | 2.75% | 266,481 | Trimmed |
| 11 | UFPT | UFP TECHNOLOGIES, INC. | $20.9M | 2.58% | 108,010 | Added |
| 12 | FNV | FRANCO-NEVADA CORP | $20.2M | 2.49% | 81,621 | Trimmed |
| 13 | VOXR | VOX ROYALTY CORP. | $18.8M | 2.32% | 3.6M | Added |
| 14 | VICR | VICOR CORP | $18.3M | 2.26% | 113,535 | Trimmed |
| 15 | AYI | ACUITY, INC. | $17.8M | 2.20% | 63,539 | Trimmed |
| 16 | LB | LANDBRIDGE COMPANY, LLC | $17.2M | 2.12% | 248,540 | New |
| 17 | SKWD | SKYWARD SPECIALTY INSURANCE GROUP | $17.0M | 2.11% | 390,332 | Added |
| 18 | IDCC | INTERDIGITAL INC. | $16.8M | 2.08% | 55,724 | Added |
| 19 | VNOM | VIPER ENERGY, INC. | $16.1M | 1.99% | 342,680 | New |
| 20 | BRK/A | BERKSHIRE HATHAWAY A | $15.8M | 1.95% | 22 | Hold |
| 21 | INCY | INCYTE CORP | $15.6M | 1.92% | 165,247 | Added |
| 22 | KNSL | KINSALE CAPITAL GROUP INC. | $15.2M | 1.87% | 44,360 | Added |
| 23 | CVCO | CAVCO INDUSTRIES, INC. | $14.0M | 1.73% | 28,917 | Added |
| 24 | FROG | JFROG LTD | $13.4M | 1.66% | 286,118 | Trimmed |
| 25 | AXON | AXON ENTERPRISE, INC. | $13.1M | 1.62% | 30,955 | Added |
Source: SEC Form 13F filings · as of 2026-03-31