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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 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ETORO GROUP LTD 10,663.0 $375K 0.01% -5K -33.0% $35.13
42 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,301.0 $301K 0.01% -2K -31.8% $91.21 -3.1%
43 PAYX PAYCHEX INC Industrials 2,667.0 $299K 0.01% -149K -98.2% $112.18 -14.9%
44 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2,969.0 $267K 0.01% -305K -99.0% $90.03 -6.4%
Page 3 of 3  ·  44 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%