RS CRUM INC.
•CIK: 1401459•Filing: Q4 2025
**RS CRUM INC.** manages $500M across a concentrated portfolio of 97 positions. The fund exhibits a significant overweighting in digital asset and specialized technology names, headlined by a substantial $88.2M allocation to BSV. Further notable concentrations include $54.2M in DFUS and $49.4M in DFAC, indicating a focused, high-conviction approach to specific market sectors.
Total AUM
$500.5M
QoQ Performance
+11.3%
Positions
72
Top 10 Concentration
73.3%
Latest Filing
Q4 2025
Top Holdings Allocation
BSV
DFUS
DFAC
DFIC
TLH
BSV17.6%
DFUS10.8%
DFAC9.9%
DFIC8.1%
TLH6.4%
DFEM4.5%
DFUV4.4%
GQ94.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.7%
Technology3.0%
Consumer2.3%
Industrial0.7%
Healthcare0.6%
Communication0.6%
Financial0.4%
Utilities0.2%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW4 new positions
↑27 increased
↓22 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023