North Reef Capital Management LP CRMT — AMERICAS CAR-MART INC

Ownership history in North Reef Capital Management LP  ·  7 quarters on record

AI Ownership Summary

North Reef Capital Management LP reported AMERICAS CAR-MART INC (CRMT) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.56% in 2025 Q2. The latest visible filing shows CRMT at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CRMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was North Reef Capital Management LP's position in AMERICAS CAR-MART INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CRMT was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CRMT stock page North Reef Capital Management LP fund profile North Reef Capital Management LP full holdings
How North Reef Capital Management LP held CRMT — position size vs. price
% of Fund (quarterly)    CRMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 258,637 +16,450 +6.8% 0.11% $3.3M 2026-05-15 $11.04
2025 Q4 REDUCED 10.4% -49.6% ✅ 242,187 -28,003 -10.4% 0.25% $6.1M 2026-02-17 $20.98
2025 Q3 ADDED — — — 270,190 +44,145 +19.5% 0.37% $7.9M 2025-11-14 $18.23
2025 Q2 REDUCED 19.3% -47.6% ✅ 226,045 -53,955 -19.3% 0.56% $12.7M 2025-08-14 $45.23
2025 Q1 ADDED — — — 280,000 +53,000 +23.3% 0.55% $12.7M 2025-05-15 $51.60
2024 Q4 ADDED — — — 227,000 +16,593 +7.9% 0.52% $11.6M 2025-02-14 $50.26
2024 Q3 INITIATED — — — 210,407 — — 0.41% $8.8M 2024-11-14 $42.19

🏢 Other funds also holding CRMT

As of 2026 Q1 — sorted by position size

KIZE CAPITAL LP 3Y 3.49% MAGNOLIA GROUP, LLC 3Y 7Y 2.99% PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.76% MASSACHUSETTS INSTITUTE OF TECHNOLOGY 3Y 7Y 0.37% Nantahala Capital Management, LLC 3Y 7Y 0.3% Horrell Capital Management, Inc. 3Y 7Y 0.13% Platform Technology Partners 3Y 0.06% YACKTMAN ASSET MANAGEMENT LP 3Y 7Y 0.03% Empirical Finance, LLC 3Y 7Y 0.03% Atom Investors LP 3Y 7Y 0.03%

FAQ About North Reef Capital Management LP and CRMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has North Reef Capital Management LP reported owning CRMT?

North Reef Capital Management LP reported CRMT across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported CRMT position in North Reef Capital Management LP's portfolio?

The largest reported portfolio weight for CRMT was 0.56% in 2025 Q2.

What is the latest reported CRMT position on this page?

The most recent filing on this page is 2026 Q1, when North Reef Capital Management LP reported 258,637 shares, equal to 0.11% of portfolio, with an estimated market value of $3.3M.

What does the chart on this CRMT ownership page compare?

The chart compares North Reef Capital Management LP's quarterly CRMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did North Reef Capital Management LP time their CRMT position?

Based on 13F filing dates vs. subsequent CRMT price moves, North Reef Capital Management LP correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on CRMT relative to SPY over the holding period was -65.1%.

← Back to North Reef Capital Management LP Holdings