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PRIVATE MANAGEMENT GROUP INC

· CIK 0001142031
13F Portfolio $3.5B AUM 310 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 60 Added 110 Reduced 14 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GSBD GOLDMAN SACHS BDC INC Financial Services 5,003,354.0 $44.4M 1.28% NEW $8.88 +0.5%
2 PINNACLE FINL PARTNERS INC 287,302.0 $24.7M 0.71% NEW $86.14
3 ENOV ENOVIS CORPORATION Industrials 983,377.0 $22.4M 0.64% NEW $22.75 +14.8%
4 FOUR SHIFT4 PMTS INC Technology 454,242.0 $19.9M 0.57% NEW $43.73 -3.9%
5 XRAY DENTSPLY SIRONA INC Healthcare 1,676,619.0 $19.4M 0.56% NEW $11.60 -10.3%
6 AAT AMERICAN ASSETS TR INC Real Estate 806,584.0 $14.8M 0.43% NEW $18.41 +12.8%
7 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 1,348,661.0 $13.4M 0.39% NEW $9.94 +2.7%
8 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 1,018,128.0 $12.8M 0.37% NEW $12.61 -0.6%
9 ALIT ALIGHT INC Technology 16,778,063.0 $9.8M 0.28% NEW $0.58 +34.9%
10 VSNT VERSANT MEDIA GROUP INC Industrials 216,634.0 $8.0M 0.23% NEW $37.02 +20.0%
11 VDE VANGUARD WORLD FD 1,460.0 $253K 0.01% NEW $173.04 -2.7%
12 SO SOUTHERN CO Utilities 2,288.0 $221K 0.01% NEW $96.50 -2.9%
13 HYI WESTERN ASSET HIGH YIELD OPP Financial Services 12,110.0 $129K 0.00% NEW $10.68 -0.9%
14 XEROX HOLDINGS CORP 480,594.0 $43K 0.00% NEW $0.09

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.1%
Consumer Cyclical 14.5%
Real Estate 14.2%
Consumer Defensive 8.9%
Healthcare 8.2%
Industrials 8.0%
Energy 7.7%
Communication Services 7.6%
Technology 7.3%
Utilities 2.6%