Private Capital

Private Capital

13F
Private Capital Management
Last update 2024-11-14 138 Stocks (6 new)
Value $933.00 Mil Turnover 4 %
Countries:
Portfolio Report

Private Capital Profile

Private Capital Management was founded by Bruce Sherman in 1986. Sherman is a Certified Public Accountant, and prior to starting Private Capital Management he worked for the Collier Family and was involved in their investments.
Sherman retired in March 2009, after which Gregg J. Powers took over as the CEO. Powers began his investment career as a healthcare analyst at Raymond James Financial. He joined PCM's investment research team in 1988.

Private Capital Investing Philosophy

Private Capital Management follows a value investing style, which it defines as buying stocks 40% below their intrinsic value, managing downside risk, researching to gain insight and patience creating an enduring avenue for portfolio gains.

Private Capital's Portfolio

Private Capital Current Holdings

Add To Portfolio
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
HEES
H&E Equipment Services Inc
26,400
1285.150
New Holding
0.140
+0.14%
0.070
-15.41%
-11.11%
1598.876
Business Services
HP
Helmerich & Payne Inc
36,000
1095.120
New Holding
0.120
+0.12%
0.040
-2.35%
+10.27%
3485.076
Oil & Gas
IWV
iShares Russell 3000 ETF
607
198.330
New Holding
0.020
+0.02%
0.000
+0.31%
-1.20%
15396.099
 
LYFT
Lyft Inc
12,500
159.380
New Holding
0.020
+0.02%
0.000
-6.25%
-1.16%
5320.030
Software
CMP
Compass Minerals International Inc
40,000
480.800
New Holding
0.050
+0.05%
0.100
+0.60%
+11.51%
524.378
Metals & Mining
SEAT
Vivid Seats Inc
3,564,025
13186.890
New Holding
1.410
+1.41%
2.710
+11.54%
-6.05%
569.483
Interactive Media
SECYF
Secure Energy Services Inc
1,580,095
14268.260
+164.89%
1.530
+0.95%
0.670
+7.72%
-2.35%
2597.598
Waste Management
SCHF
Schwab International Equity ETF
78,080
1605.310
+104.01%
0.170
+0.09%
0.000
-7.71%
-1.12%
39397.302
 
TTE
TotalEnergies SE
17,264
1115.600
+68.20%
0.120
+0.05%
0.000
-15.40%
+4.38%
128344.552
Oil & Gas
CF
CF Industries Holdings Inc
9,239
792.740
+53.01%
0.080
+0.03%
0.010
+9.02%
+11.54%
16564.957
Agriculture
NTR
Nutrien Ltd
23,737
1140.780
+45.74%
0.120
+0.04%
0.000
+4.68%
+13.34%
25119.812
Agriculture
PERI
Perion Network Ltd
2,387,800
18815.860
+32.83%
2.020
+0.50%
5.050
+8.03%
+0.89%
387.381
Interactive Media
GOOGL
Alphabet Inc
44,343
7354.290
+26.79%
0.790
+0.17%
0.000
+16.37%
+0.23%
2333204.347
Interactive Media
SJM
JM Smucker Co
3,838
464.780
+26.33%
0.050
+0.01%
0.000
-11.83%
-7.37%
10850.483
Consumer Packaged Goods
IWM
iShares Russell 2000 ETF
2,477
547.150
+19.26%
0.060
+0.01%
0.000
-2.42%
-2.58%
70436.797
 
SCHE
Schwab Emerging Markets Equity ETF
10,150
296.190
+17.08%
0.030
0%
0.000
-10.18%
-3.40%
8762.923
 
SHEL
Shell PLC
10,500
692.480
+16.36%
0.070
+0.01%
0.000
-3.97%
+3.88%
196100.544
Oil & Gas
PSX
Phillips 66
8,794
1156.040
+14.74%
0.120
+0.02%
0.000
-14.54%
+1.38%
47745.685
Oil & Gas
IVV
iShares Core S&P 500 ETF
4,382
2527.370
+13.91%
0.270
+0.03%
0.000
+0.14%
-1.28%
578557.357
 
RRC
Range Resources Corp
21,000
645.960
+13.51%
0.070
+0.01%
0.010
+22.36%
+6.61%
9271.116
Oil & Gas
100/Page
Total 150

Discussions on Private Capital

No discussions yet.