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Portfolio (Quarterly) Guide ↗

PRIVATE MANAGEMENT GROUP INC

· CIK 0001142031
13F Portfolio $3.4B AUM 310 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 310 New
Page 8 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AJG GALLAGHER ARTHUR J & CO Financial Services 17,389.0 $4.5M 0.13% NEW $258.79 -22.7%
142 HZO MARINEMAX INC Consumer Cyclical 185,087.0 $4.5M 0.13% NEW $24.23 +40.4%
143 OABI OMNIAB INC Healthcare 2,420,478.0 $4.5M 0.13% NEW $1.85 +8.6%
144 FLL FULL HSE RESORTS INC Consumer Cyclical 1,713,625.0 $4.5M 0.13% NEW $2.61 +2.3%
145 BAC BANK AMERICA CORP Financial Services 80,791.0 $4.4M 0.13% NEW $55.00 -9.5%
146 GGZ GABELLI GLOBAL SMALL & MID C Financial Services 260,254.0 $3.9M 0.11% NEW $15.00 +3.0%
147 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 42,578.0 $3.9M 0.11% NEW $90.70 -1.5%
148 GREAT LAKES DREDGE & DOCK CO 282,493.0 $3.7M 0.11% NEW $13.12
149 C CITIGROUP INC Financial Services 30,155.0 $3.5M 0.10% NEW $116.69 +5.8%
150 BROOKFIELD ASSET MANAGMT LTD 64,909.0 $3.4M 0.10% NEW $52.39
151 FNF FIDELITY NATIONAL FINANCIAL Financial Services 60,000.0 $3.3M 0.10% NEW $54.59 -12.5%
152 KO COCA COLA CO Consumer Defensive 46,692.0 $3.3M 0.10% NEW $69.91 +15.1%
153 MO ALTRIA GROUP INC Consumer Defensive 54,879.0 $3.2M 0.09% NEW $57.66 +25.6%
154 BX BLACKSTONE INC Financial Services 20,391.0 $3.1M 0.09% NEW $154.14 -23.5%
155 AMZN AMAZON COM INC Consumer Cyclical 13,277.0 $3.1M 0.09% NEW $230.82 +14.4%
156 GIS GENERAL MLS INC Consumer Defensive 60,384.0 $2.8M 0.08% NEW $46.50 -28.8%
157 T AT&T INC Communication Services 109,449.0 $2.7M 0.08% NEW $24.84 -0.7%
158 CSCO CISCO SYS INC Technology 35,117.0 $2.7M 0.08% NEW $77.03 +50.0%
159 MPLX MPLX LP Energy 50,000.0 $2.7M 0.08% NEW $53.37 +4.1%
160 ABT ABBOTT LABS Healthcare 21,191.0 $2.7M 0.08% NEW $125.29 -32.6%
Page 8 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 20.0%
Real Estate 14.6%
Consumer Cyclical 14.1%
Communication Services 9.7%
Healthcare 9.3%
Consumer Defensive 8.6%
Energy 7.0%
Industrials 6.9%
Technology 6.8%
Utilities 2.6%