Himalaya Capital Management LLC: CROCS INC (CROX): Quarterly 13F Position History
As of Q1 2026, Himalaya Capital Management LLC reported 887,093 shares of CROCS INC (CROX), worth $73.6M and representing 2.3% of its 13F equity book. Quarter-over-quarter share count change: + 258,934 (+41.2%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 887,093Shares Held (Latest Filing)
- $73.6MReported Market Value (Latest Filing)
- 2.3%Portfolio Weight (% of 13F Equity Book)
- +258,934Quarter-over-Quarter Share Change
- +$19.9MQuarter-over-Quarter Value Change
- 887,093Peak Reported Shares (Historical)
Recent initiation: Himalaya Capital Management LLC first reported CROX on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 887,093 | +258,934 | +41.2% | $73.6M | 2.3% | $83.0 |
| Q4 2025 | 628,159 | — | — | $53.7M | 1.5% | $85.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Himalaya Capital Management LLC first disclose a CROX position in 13F-HR filings?
Himalaya Capital Management LLC first reported CROCS INC (CROX) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Himalaya Capital Management LLC's most recent quarter-over-quarter share-count change in CROX?
Between Q4 2025 and Q1 2026, Himalaya Capital Management LLC added 258,934 shares of CROX (+41.2%), bringing the total reported position to 887,093 shares at a market value of $73.6M.
Does the implied price-per-share represent Himalaya Capital Management LLC's cost basis in CROX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.