13F Portfolios

Himalaya Capital Management LLC: CROCS INC (CROX): Quarterly 13F Position History

As of Q2 2026, Himalaya Capital Management LLC reported 887,093 shares of CROCS INC (CROX), worth $107.0M and representing 2.9% of its 13F equity book. The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 887,093 0 $107.0M 2.9% $120.6
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 rather than 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 3 reported quarters within Pactolio's tracked window.

What was Himalaya Capital Management LLC's most recent quarter-over-quarter share-count change in CROX?

Himalaya Capital Management LLC held the same 887,093 shares of CROX between Q1 2026 and Q2 2026, so the reported share count was unchanged quarter-over-quarter.

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.