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Portfolio (Quarterly) Guide ↗

Prana Capital Management, LP

· CIK 0001710951
13F Portfolio $2.8B AUM 115 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 36 New 35 Added 44 Reduced 31 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BILL CALL BILL HOLDINGS INC Technology 30,000.0 $1.6M 0.06% NEW $54.54 -35.2%
22 EPAM EPAM SYS INC Technology 7,169.0 $1.5M 0.05% NEW $204.88 -50.7%
23 THOMSON REUTERS CORP 7,787.0 $1.0M 0.04% NEW $131.89
24 CALL ETORO GROUP LTD 27,000.0 $949K 0.03% NEW $35.13
25 WEX WEX INC Technology 5,415.0 $807K 0.03% NEW $148.98 -0.4%
26 WBS WEBSTER FINL CORP Financial Services 12,550.0 $790K 0.03% NEW $62.94 +15.3%
27 MIAMI INTL HLDGS INC 17,188.0 $763K 0.03% NEW $44.38
28 FAF FIRST AMERN FINL CORP Financial Services 10,819.0 $665K 0.02% NEW $61.44 +11.1%
29 FOUR SHIFT4 PMTS INC Technology 10,498.0 $661K 0.02% NEW $62.97 -32.8%
30 KLARNA GROUP PLC 21,764.0 $629K 0.02% NEW $28.91
31 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 12,966.0 $510K 0.02% NEW $39.30 +40.4%
32 SHOP SHOPIFY INC Technology 2,815.0 $453K 0.02% NEW $160.97 -35.1%
33 CHYM CHIME FINL INC Financial Services 15,739.0 $396K 0.01% NEW $25.17 -29.8%
34 DLTR DOLLAR TREE INC Consumer Defensive 2,424.0 $298K 0.01% NEW $123.01 -24.5%
35 FIVE FIVE BELOW INC Consumer Cyclical 1,395.0 $263K 0.01% NEW $188.36 +17.4%
36 MET METLIFE INC Financial Services 2,753.0 $217K 0.01% NEW $78.94 +5.7%
Page 2 of 2  ·  36 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 82.6%
Consumer Cyclical 6.3%
Technology 4.4%
Real Estate 3.1%
Industrials 2.1%
Healthcare 1.5%
Consumer Defensive 0.1%