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Portfolio (Quarterly) Guide ↗

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
Page 16 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 LESL LESLIES INC Consumer Cyclical 143,568.0 $161K 0.01% -5K -3.1% $1.12 +630.4%
302 HYI WESTERN ASSET HIGH YIELD OPP Financial Services 12,110.0 $129K 0.00% NEW $10.68 -0.9%
303 JOBY JOBY AVIATION INC Industrials 11,889.0 $98K 0.00% $8.26 +12.2%
304 VVR INVESCO SR INCOME TR Financial Services 28,564.0 $92K 0.00% $3.22 -6.2%
305 STHO STAR HLDGS Real Estate 10,612.0 $80K 0.00% $7.57 +19.8%
306 NEOGENOMICS INC 66,000.0 $61K 0.00% $0.92
307 WEAV WEAVE COMMUNICATIONS INC Technology 10,000.0 $46K 0.00% $4.62 +22.7%
308 XEROX HOLDINGS CORP 480,594.0 $43K 0.00% NEW $0.09
309 GENELUX CORPORATION 11,333.0 $27K 0.00% $2.42
310 CGTX COGNITION THERAPEUTICS INC Healthcare 24,000.0 $18K 0.00% $0.76 +51.4%
Page 16 of 16  ·  310 positions

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%