13F

Investor

CRCM LP

CIK 0001483234 · filed 2026-02-13 · SEC filing

13F book

$296M

Positions

11

Largest name

31.0%

GRAIL, Inc. · GRAL

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
GRAIL, Inc.GRAL1.07M$91.8M31.0%Held
Ishares Gold Tr719.7K$58.4M19.7%Held
Howard Hughes Holdings Inc.HHH612.8K$48.9M16.5%Held
Warner Bros. Discovery, Inc.WBD1.5M$43.2M14.6%Held
Avidity Biosciences Inc202.4K$14.6M4.9%Held
Alt5 Sigma Corp10.9M$12M4.1%Held
Burning Rock Biotech LtdBNR491.4K$9.9M3.3%Held
Playboy, Inc.PLBY3.69M$6.94M2.3%Held
Perceptive Cap Solutions Cor419.1K$5.46M1.8%Held
Procap Acquisition Corp306.5K$3.11M1.0%Held
USBC, Inc.USBC2.57M$1.63M0.6%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.