ASHFORD CAPITAL MANAGEMENT INC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$897.8M

Holdings

110

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (110 positions)

StockValue
GSATGLOBALSTAR INC.
$51.3M
LGNDLIGAND PHARMACEUTICALS - CL B
$43.3M
ODDODDITY TECH, LTD. - CL A
$34.2M
SNEXSTONEX GROUP, INC.
$31.6M
CLBTCELLEBRITE DI LTD/ISRAEL
$31.5M
VTIVANGUARD TOTAL STOCK MARKET ETF
$30.4M
RDVTRED VIOLET INC
$30.3M
FNVFRANCO-NEVADA CORP
$28.1M
CVCOCAVCO INDUSTRIES, INC.
$27.9M
SUPNSUPERNUS PHARMACEUTICALS INC.
$26.9M
HQYHEALTHEQUITY, INC.
$25.8M
CSGPCOSTAR GROUP INC
$23.7M
AXONAXON ENTERPRISE, INC.
$21.5M
EQIXEQUINIX INC
$19.1M
CPRTCOPART INC
$18.9M
AYIACUITY, INC.
$18.8M
SKWDSKYWARD SPECIALTY INSURANCE GROUP
$18.5M
TYLTYLER TECHNOLOGIES, INC
$17.3M
BRK-BBERKSHIRE HATHAWAY A
$16.6M
KNSLKINSALE CAPITAL GROUP INC.
$16.2M
CYBRCYBERARK SOFTWARE LTD/ISRAEL
$15.8M
UFPTUFP TECHNOLOGIES, INC.
$15.1M
FROGJFROG LTD
$14.6M
WGSGENEDX HOLDINGS - CL A.
$14.3M
CWANCLEARWATER ANALYTICS HDS - CL A
$14.0M
SSENTINELONE, INC. - CLASS A
$12.6M
PJ4AREPOSITRAK, INC.
$12.1M
AVPTAVEPOINT, INC.
$12.1M
INCYINCYTE CORP
$11.4M
NCNONCINO, INC.
$11.2M
VICRVICOR CORP
$11.2M
VOXRVOX ROYALTY CORP.
$11.0M
UNPUNION PACIFIC CORP
$9.8M
MSFTMICROSOFT CORPORATION
$9.3M
VIAVIA TRANSPORTATION, INC. - CL A
$8.9M
PRCHPORCH GROUP INC
$8.9M
FLBLFRANKLIN SENIOR LOAN ETF
$8.8M
TTDTHE TRADE DESK - CL A
$8.7M
BROSDUTCH BROS INC.
$8.4M
FEZSPDR EURO STOXX 50 FUND
$7.7M
AESIATLAS ENERGY SOLUTIONS, INC.
$7.6M
SPYSPDR S&P 500 ETF TRUST
$7.4M
IEURISHARES CORE MSCI EUROPE ETF
$6.9M
VICIVICI PROPERTIES
$6.5M
EPDENTERPRISE PRODUCTS PARTNERS
$5.1M
FXIISHARES CHINA LARGE-CAP ETF
$4.8M
METAFACEBOOK INC - A
$4.4M
REMXVANECK RARE EARTH & METALS ETF
$4.3M
EWWISHARES MSCI MEXICO ETF
$3.9M
FALNISHARES FALLEN ANGELS USD BOND ETF
$3.9M
EWZISHARES MSCI BRAZIL
$3.9M
ETENERGY TRANSFER LP
$3.7M
ROPROPER TECHNOLOGIES, INC
$3.6M
BRK/BBERKSHIRE HATHAWAY B
$3.6M
VRTXVERTEX PHARMACEUTICALS INC.
$3.2M
VNQVANGUARD REIT ETF
$3.1M
TERTERADYNE INC.
$3.1M
HACKAMPLIFY CYBERSECURITY ETF
$2.9M
PSTGPURE STORAGE
$2.8M
IWOISHARES RUSSELL 2000 GROWTH INDEX FUND
$2.8M
TKOTKO GROUP HOLDINGS, INC.
$2.5M
FURYFURY GOLD MINES LTD
$2.4M
MODMODINE MANUFACTURING CO
$2.4M
GOOGLALPHABET INC. CLASS A
$2.4M
MRKMERCK & CO
$2.2M
MLB1MERCADO LIBRE
$2.2M
TRVTHE TRAVELERS COMPANIES
$2.2M
TECHBIO-TECHNE CORP
$2.1M
XOMEXXON MOBIL CORP
$2.1M
ACGLARCH CAPITAL GROUP LTD
$2.1M
KMIKINDER MORGAN HOLDCO LLC
$2.0M
CAHCARDINAL HEALTH
$2.0M
SPGIS&P GLOBAL INC.
$2.0M
DHRDANAHER CORPORATION
$2.0M
ISRGINTUITIVE SURGICAL, INC.
$1.9M
AFRMAFFIRM HOLDINGS - CL A.
$1.7M
VRSKVERISK ANALYTICS INC - CLASS A
$1.6M
MORNMORNINGSTAR INC
$1.5M
AMZNAMAZON
$1.5M
AVGOBROADCOM INC
$1.0M
WMTWAL-MART STORES INC
$1.0M
AAPLAPPLE, INC.
$767K
GGNGAMCO GLOBAL GOLD NATURAL RESOURCES AND INCOME TRU
$752K
RBLXROBLOX CORP. - CL A
$721K
SHOPSHOPIFY, INC. - CLASS A
$695K
KOCOCA-COLA CO
$668K
RBCRBC BEARINGS INC.
$663K
GLWCORNING INC
$503K
CVXCHEVRON CORPORATION
$465K
DWDMORGAN STANLEY
$424K
VTSVITESSE ENERGY INC.
$414K
MPMP MATERIALS CORP.
$402K
VRTVERTIV HOLDINGS CO.
$377K
MLRMILLER INDUSTRIES RSUS
$368K
MKTXMARKETAXESS HOLDINGS INC
$348K
GOOGALPHABET INC - CL C
$340K
IBMINTERNATIONAL BUSINESS MACHINES CORP
$337K
IWFISHARES RUSSELL 1000 GROWTH INDEX FUND
$328K
IBITISHARES BITCOIN TRUST
$325K
JOBYJOBY AVIATION - CLASS A
$322K
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