
	Private Capital 13F
	Private Capital Management

	Last update 2026-08-14	202 Stocks (10 new)
	Value $1.14 Bil	Turnover 6 %
	Countries: Top Holdings: QNST(6.06%)HROW(5.98%)TH(5.84%)LGND(4.62%)PERI(4.39%) SEC Filings

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 Portfolio and Latest Trades

* When viewing the latest picks, trades are first grouped by date (with the most recent shown first) and then sorted within each date group based on the selected field.

* The transaction information on this page (share changes) is calculated by comparing the latest transaction with the most recent filing—13F, 13D/G, or Form 4—whichever is filed most recently. This may differ from the values shown on the Insider page.

Ticker
Ticker
JEF
SNEX
ATRO
TH
LGND
BBSI
ONT
TROX
VRRM
QNST
IWGFF
PERI
ATROB
ASLE
NOBL
JBI
LAKE
CLX
TSCO
HP
FAF
HROW
MATW
ASUR
CTOS
CF
TGT
VUG
FMC
KKR
QCOM
BGC
CUBE
III
MPAA
CEFS
NTR
NSApA.PFD Unlock Delisted
SELF
IBM
JPM
NSA Unlock Delisted
BHB
QQQE
IVV
IJH
PFE
PSApK.PFD
PSApI.PFD
HUM
CC
FE
EQWL
PSA
WTPI
KFRC
WEST
GOOGL
AMAT
CPB
HFROpA.PFD
HTB
HONA
INTC
IGV
IVW
MSFT
PSX
PNFP
PBFS
SECYF
SMBK
VO
BTU
ACNB
CVX
XLE
XLF
XLV
QQQ
DGRO
IJR
LNTH
MDXG
NFG
PLTR
PYPL
RKT
RMT
SCHE
NOW
SMA
SPY
XLU
VYM
ABT
AMZN
AAPL
BAC
BRK.B

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
JEF	Jefferies Financial Group Inc	2026-06-30	Sold Out Sold Out	-2.11%	● 41.27 ($51.39) 62.81	$53.42	3.95%	Sold Out	0	-514,469
SNEX	StoneX Group Inc	2026-06-30	Sold Out Sold Out	-1.87%	● 53.77 ($74.7) 92.67	$68.06	-8.89%	Sold Out	0	-348,774
ATRO	Astronics Corp	2026-06-30	Reduce Reduce	-1.73%	● 55.61 ($68.06) 87.15	$76.39	12.24%	Reduce -81.06%	73,310	-313,742
TH	Target Hospitality Corp	2026-06-30	Reduce Reduce	-1.29%	● 9.28 ($16.6) 20.52	$16.81	1.27%	Reduce -30.03%	3,261,078	-1,399,541
LGND	Ligand Pharmaceuticals Inc	2026-06-30	Reduce Reduce	-0.70%	● 199.59 ($235.06) 316.09	$288.20	22.61%	Reduce -17.56%	166,016	-35,365
BBSI	Barrett Business Services Inc	2026-06-30	Add Add	+0.65%	● 28.29 ($31.37) 36.06	$33.67	7.33%	Add 20.92%	1,209,138	209,228
ONT	Onterris Inc	2026-06-30	New Buy New Buy	+0.53%	● 14.5 ($18.72) 22.84	$16.46	-12.07%	New holding	297,305	297,305
TROX	Tronox Holdings PLC	2026-06-30	Reduce Reduce	-0.43%	● 6.3 ($8.5) 10.48	$5.41	-36.41%	Reduce -25.17%	1,298,260	-436,739
VRRM	Verra Mobility Corp	2026-06-30	New Buy New Buy	+0.39%	● 3.85 ($10.62) 15.46	$4.36	-58.95%	New holding	1,049,115	1,049,115
QNST	QuinStreet Inc	2026-06-30	Add Add	+0.37%	● 11.15 ($12.54) 14.65	$19.71	57.18%	Add 6.43%	4,699,512	284,110
IWGFF	International Workplace Group PLC	2026-06-30	Add Add	+0.35%	● 2.34 ($2.51) 2.7	$2.51	0%	Add 21.34%	9,091,710	1,599,020
PERI	Perion Network Ltd	2026-06-30	Add Add	+0.30%	● 7.71 ($9.55) 11.06	$9.44	-1.20%	Add 7.44%	5,133,574	355,546
ATROB	Astronics Corp	2026-06-30	New Buy New Buy	+0.28%	● 51.58 ($66.8) 87.49	$76.96	15.21%	New holding	42,403	42,403
ASLE	AerSale Corp	2026-06-30	Add Add	+0.26%	● 6.02 ($6.53) 7.33	$5.68	-12.94%	Add 28.99%	2,095,332	470,900
NOBL	ProShares S&P 500 Dividend Aristocrats ETF ProShares S&P 500 Dividend Aristocrats ETF	2026-06-30	Add Add	+0.25%	● 52.78 ($54.1) 56.35	$58.84	8.77%	Add 110.71%	97,237	51,089
JBI	Janus International Group Inc	2026-06-30	Add Add	+0.22%	● 4.74 ($5.25) 5.75	$5.04	-3.90%	Add 902%	501,000	451,000
LAKE	Lakeland Industries Inc	2026-06-30	Reduce Reduce	-0.21%	● 8.19 ($10.06) 11.35	$11.86	17.84%	Reduce -17.17%	1,249,274	-258,949
CLX	Clorox Co	2026-06-30	Add Add	+0.18%	● 86.12 ($96.11) 107.62	$104.23	8.45%	Add 116.48%	39,400	21,200
TSCO	Tractor Supply Co	2026-06-30	Add Add	+0.18%	● 29.14 ($34.74) 45.64	$35.08	0.96%	Add 136.68%	111,240	64,240
HP	Helmerich & Payne Inc	2026-06-30	Reduce Reduce	-0.15%	● 32.74 ($37.4) 41.53	$41.17	10.08%	Reduce -56.19%	31,500	-40,400
FAF	First American Financial Corp	2026-06-30	Add Add	+0.14%	● 58.23 ($66.56) 71.12	$73.62	10.61%	Add 9.09%	288,508	24,040
HROW	Harrow Inc	2026-06-30	Add Add	+0.14%	● 29.03 ($37.17) 42.87	$39.40	6.00%	Add 2.35%	1,598,770	36,770
MATW	Matthews International Corp	2026-06-30	Add Add	+0.14%	● 25.28 ($26.85) 28.61	$21.41	-20.26%	Add 5%	1,201,922	57,217
ASUR	Asure Software Inc	2026-06-30	Add Add	+0.13%	● 7.7 ($8.71) 9.66	$8.60	-1.32%	Add 4.77%	4,203,526	191,468
CTOS	Custom Truck One Source Inc	2026-06-30	Reduce Reduce	-0.13%	● 6.57 ($9.37) 11.97	$9.55	1.97%	Reduce -61.97%	124,555	-202,945
CF	CF Industries Holdings Inc	2026-06-30	Reduce Reduce	-0.12%	● 102.17 ($118.05) 133.78	$126.72	7.34%	Reduce -55.74%	7,701	-9,699
TGT	Target Corp	2026-06-30	Reduce Reduce	-0.10%	● 117.88 ($126.96) 141.2	$164.51	29.58%	Reduce -33.68%	15,950	-8,100
VUG	Vanguard Index Funds Vanguard Morningstar Growth ETF Vanguard Index Funds Vanguard Morningstar Growth ETF	2026-06-30	Add Add	+0.10%	● 72.8 ($83.96) 90.29	$87.03	3.66%	Add 670.02%	16,209	14,104
FMC	FMC Corp	2026-06-30	Add Add	+0.09%	● 10.8 ($14) 18.07	$11.22	-19.86%	Add 1240%	100,500	93,000
KKR	KKR & Co Inc	2026-06-30	Add Add	+0.08%	● 88.94 ($96.91) 105.92	$107.90	11.34%	Add 2.21%	473,688	10,240
QCOM	Qualcomm Inc	2026-06-30	Reduce Reduce	-0.08%	● 124.07 ($186.08) 251.02	$162.40	-12.73%	Reduce -36.87%	11,434	-6,678
BGC	BGC Group Inc	2026-06-30	Add Add	+0.07%	● 9.78 ($11.17) 12.65	$11.86	6.13%	Add 1.86%	4,215,222	76,800
CUBE	CubeSmart	2026-06-30	Add Add	+0.07%	● 36.53 ($39.76) 41.89	$40.73	2.44%	Add 94.19%	39,420	19,120
III	Information Services Group Inc	2026-06-30	Add Add	+0.07%	● 3.84 ($4.18) 4.53	$4.91	17.46%	Add 4.34%	4,874,068	202,660
MPAA	Motorcar Parts of America Inc	2026-06-30	Add Add	+0.07%	● 10.47 ($12.08) 15.53	$11.45	-5.22%	Add 2.15%	2,349,196	49,503
CEFS	Saba Closed-End Funds ETF	2026-06-30	Add Add	+0.07%	● 22.55 ($24.71) 25.82	$25.31	2.44%	Add 13.76%	243,252	29,415
NTR	Nutrien Ltd	2026-06-30	Reduce Reduce	-0.06%	● 60.37 ($70.02) 77.24	$73.53	5.01%	Reduce -42%	11,600	-8,400
NSApA.PFD Unlock Delisted	National Storage Affiliates Trust	2026-06-30	Sold Out Sold Out	-0.06%	● 22.2 ($22.83) 23.26	$22.80	-0.13%	Sold Out	0	-24,500
SELF	Global Self Storage Inc	2026-06-30	Add Add	+0.05%	● 5.01 ($5.25) 5.6	$5.64	7.43%	Add 115.68%	223,337	119,788
IBM	International Business Machines Corp International Business Machines Corp	2026-06-30	Reduce Reduce	-0.05%	● 214.64 ($251.8) 329.23	$230.19	-8.58%	Reduce -7.82%	24,227	-2,056
JPM	JPMorgan Chase & Co	2026-06-30	Reduce Reduce	-0.05%	● 294.16 ($310.29) 335.12	$356.38	14.85%	Reduce -1.59%	110,170	-1,776
NSA Unlock Delisted	National Storage Affiliates Trust	2026-06-30	Sold Out Sold Out	-0.05%	● 37.74 ($42.78) 45.72	$43.41	1.47%	Sold Out	0	-12,900
BHB	Bar Harbor Bankshares Inc	2026-06-30	Add Add	+0.04%	● 32.45 ($35.11) 39.07	$39.17	11.56%	Add 9.87%	133,185	11,965
QQQE	Direxion NASDAQ-100 Equal Weighted Index ETF Direxion NASDAQ-100 Equal Weighted Index ETF	2026-06-30	Add Add	+0.04%	● 98.53 ($112.58) 122.72	$122.03	8.39%	Add 23.37%	18,914	3,583
IVV	iShares Core S&P 500 ETF	2026-06-30	Add Add	+0.04%	● 653.21 ($727.01) 763.06	$767.71	5.60%	Add 11.4%	5,660	579
IJH	iShares Core S&P Mid-Cap ETF	2026-06-30	Add Add	+0.04%	● 67.53 ($73.28) 77.11	$76.58	4.51%	Add 10.7%	59,827	5,785
PFE	Pfizer Inc	2026-06-30	Add Add	+0.04%	● 23.67 ($26.19) 28.55	$28.39	8.38%	Add 19.4%	117,155	19,038
PSApK.PFD	Public Storage	2026-06-30	Add Add	+0.04%	● 18.13 ($18.62) 18.93	$17.79	-4.46%	Add 197.29%	38,350	25,450
PSApI.PFD	Public Storage	2026-06-30	Add Add	+0.04%	● 18.52 ($19.09) 19.47	$18.40	-3.61%	Add 194.88%	37,450	24,750
HUM	Humana Inc	2026-06-30	Sold Out Sold Out	-0.04%	● 173.39 ($282.94) 397.22	$387.85	37.08%	Sold Out	0	-2,200
CC	The Chemours Co	2026-06-30	Reduce Reduce	-0.03%	● 19.96 ($22.88) 27.94	$15.74	-31.21%	Reduce -6.15%	177,000	-11,600
FE	FirstEnergy Corp	2026-06-30	Add Add	+0.03%	● 43.82 ($47.54) 51.91	$46.55	-2.08%	Add 24.96%	39,523	7,895
EQWL	Invesco Russell Top 200 Equal Weight ETF Invesco Russell Top 200 Equal Weight ETF	2026-06-30	Add Add	+0.03%	● 115.24 ($124.14) 130	$134.77	8.56%	Add 22.37%	15,801	2,889
PSA	Public Storage	2026-06-30	Add Add	+0.03%	● 270.88 ($305.39) 325.94	$319.49	4.62%	Add 9.8%	11,200	1,000
WTPI	WisdomTree Equity Premium Income Fund WisdomTree Equity Premium Income Fund	2026-06-30	Add Add	+0.03%	● 31.91 ($32.88) 33.38	$33.00	0.36%	Add 7.7%	123,547	8,831
KFRC	Kforce Inc	2026-06-30	Sold Out Sold Out	-0.03%	● 28.23 ($40.65) 50	$56.44	38.84%	Sold Out	0	-9,000
WEST	Westrock Coffee Co	2026-06-30	Sold Out Sold Out	-0.03%	● 4.25 ($7.13) 9.73	$8.18	14.73%	Sold Out	0	-60,000
GOOGL	Alphabet Inc	2026-06-30	Reduce Reduce	-0.02%	● 287.56 ($358.82) 402.62	$340.87	-5.00%	Reduce -3.68%	16,853	-643
AMAT	Applied Materials Inc	2026-06-30	New Buy New Buy	+0.02%	● 341.79 ($459.49) 723	$477.52	3.92%	New holding	300	300
CPB	The Campbell's Co	2026-06-30	Add Add	+0.02%	● 20 ($21.12) 23.01	$23.32	10.44%	Add 12.46%	97,500	10,800
HFROpA.PFD	Highland Opportunities and Income Fund Highland Opportunities and Income Fund	2026-06-30	Add Add	+0.02%	● 16.32 ($16.52) 16.85	$16.35	-1.03%	Add 14.24%	129,205	16,102
HTB	HomeTrust Bancshares Inc	2026-06-30	Add Add	+0.02%	● 42.65 ($46.27) 49.89	$46.73	0.99%	Add 1.74%	248,335	4,250
HONA	Honeywell Aerospace Inc	2026-06-30	New Buy New Buy	+0.02%	● 200 ($240.18) 269.95	$164.89	-31.35%	New holding	1,022	1,022
INTC	Intel Corp	2026-06-30	New Buy New Buy	+0.02%	● 44.13 ($100.22) 140.94	$86.92	-13.27%	New holding	2,000	2,000
IGV	iShares Expanded Tech-Software Sector ETF iShares Expanded Tech-Software Sector ETF	2026-06-30	Add Add	+0.02%	● 74.67 ($88.77) 107.7	$101.80	14.68%	Add 3.87%	53,495	1,992
IVW	iShares S&P 500 Growth ETF	2026-06-30	New Buy New Buy	+0.02%	● 113.11 ($131.75) 141.59	$138.25	4.94%	New holding	1,487	1,487
MSFT	Microsoft Corp	2026-06-30	Add Add	+0.02%	● 352.83 ($404.05) 460.52	$493.61	22.17%	Add 4.39%	13,187	555
PSX	Phillips 66	2026-06-30	Reduce Reduce	-0.02%	● 155.75 ($172.3) 184.68	$244.15	41.70%	Reduce -6.59%	11,587	-817
PNFP	Pinnacle Financial Partners Inc	2026-06-30	Add Add	+0.02%	● 86.14 ($95.81) 101.04	$101.82	6.27%	Add 1.26%	185,622	2,311
PBFS	Pioneer Bancorp Inc	2026-06-30	Add Add	+0.02%	● 13.71 ($15.2) 17.24	$17.30	13.82%	Add 3.36%	366,774	11,935
SECYF	Secure Waste Infrastructure Corp	2026-06-30	Reduce Reduce	-0.02%	● 14.71 ($15.81) 17.01	$17.52	10.82%	Reduce -0.5%	1,998,165	-9,955
SMBK	SmartFinancial Inc	2026-06-30	Add Add	+0.02%	● 39.08 ($42.43) 47.97	$50.93	20.03%	Add 1.02%	432,512	4,365
VO	Vanguard Index Funds Vanguard Morningstar Mid-Cap ETF Vanguard Index Funds Vanguard Morningstar Mid-Cap ETF	2026-06-30	Add Add	+0.02%	● 71.79 ($77.44) 80.81	$82.98	7.16%	Add 288.49%	3,815	2,833
BTU	Peabody Energy Corp	2026-06-30	Sold Out Sold Out	-0.02%	● 23.12 ($26.68) 33.56	$27.12	1.65%	Sold Out	0	-7,400
ACNB	ACNB Corp	2026-06-30	Add Add	+0.01%	● 47.87 ($53.38) 60.42	$64.38	20.61%	Add 0.44%	361,337	1,595
CVX	Chevron Corp	2026-06-30	Reduce Reduce	-0.01%	● 165.76 ($186.46) 206.9	$201.74	8.19%	Reduce -2.59%	12,618	-335
XLE	State Street Energy Select Sector SPDR ETF State Street Energy Select Sector SPDR ETF	2026-06-30	Reduce Reduce	-0.01%	● 53.11 ($57.24) 61.29	$62.90	9.89%	Reduce -5.01%	34,057	-1,795
XLF	State Street Financial Select Sector SPDR ETF State Street Financial Select Sector SPDR ETF	2026-06-30	Reduce Reduce	-0.01%	● 49.37 ($51.93) 54.35	$58.22	12.10%	Reduce -16.55%	6,287	-1,247
XLV	State Street Health Care Select Sector SPDR ETF State Street Health Care Select Sector SPDR ETF	2026-06-30	Reduce Reduce	-0.01%	● 142.84 ($148.73) 160.74	$173.80	16.86%	Reduce -12.18%	2,978	-413
QQQ	INVESCO QQQ Trust	2026-06-30	Reduce Reduce	-0.01%	● 577.18 ($686.26) 746.16	$708.60	3.26%	Reduce -6.18%	2,306	-152
DGRO	iShares Core Dividend Growth ETF	2026-06-30	Add Add	+0.01%	● 70.18 ($73.72) 75.95	$79.78	8.21%	Add 24.75%	7,510	1,490
IJR	iShares Core S&P Small-Cap ETF	2026-06-30	Add Add	+0.01%	● 124.31 ($137.03) 148.31	$146.60	6.98%	Add 12.4%	5,148	568
LNTH	Lantheus Holdings Inc	2026-06-30	Add Add	+0.01%	● 75.7 ($92.9) 110.94	$100.94	8.65%	Add 0.16%	358,224	580
MDXG	MiMedx Group Inc	2026-06-30	New Buy New Buy	+0.01%	● 3.09 ($3.65) 4.03	$4.38	19.86%	New holding	19,591	19,591
NFG	National Fuel Gas Co	2026-06-30	Add Add	+0.01%	● 75.89 ($82.95) 95.98	$83.59	0.78%	Add 30.19%	6,900	1,600
PLTR	Palantir Technologies Inc	2026-06-30	Reduce Reduce	-0.01%	● 107.27 ($136.57) 160.65	$174.99	28.13%	Reduce -2.08%	44,431	-946
PYPL	PayPal Holdings Inc	2026-06-30	Reduce Reduce	-0.01%	● 40.7 ($45.48) 51.46	$61.78	35.84%	Reduce -10.14%	28,350	-3,200
RKT	Rocket Companies Inc	2026-06-30	Add Add	+0.01%	● 12.35 ($14.41) 17.12	$13.99	-2.91%	Add 27.63%	46,650	10,100
RMT	Royce Micro-Cap Trust Inc	2026-06-30	Add Add	+0.01%	● 11.31 ($13.38) 14.64	$14.17	5.91%	Add 23.93%	27,165	5,246
SCHE	Schwab Emerging Markets Equity ETF	2026-06-30	Add Add	+0.01%	● 32.82 ($35.66) 37.24	$37.06	3.93%	Add 21.92%	13,181	2,370
NOW	ServiceNow Inc	2026-06-30	New Buy New Buy	+0.01%	● 83 ($99.1) 135.86	$124.95	26.08%	New holding	820	820
SMA	Smartstop Self Storage REIT Inc	2026-06-30	Add Add	+0.01%	● 29.63 ($31.68) 33.48	$33.96	7.20%	Add 16.98%	31,000	4,500
SPY	State Street SPDR S&P 500 ETF Trust	2026-06-30	Add Add	+0.01%	● 650.34 ($723.82) 759.57	$764.14	5.57%	Add 2.04%	10,011	200
XLU	State Street Utilities Select Sector SPDR ETF State Street Utilities Select Sector SPDR ETF	2026-06-30	Add Add	+0.01%	● 43.1 ($45.3) 47.15	$43.47	-4.04%	Add 6.32%	53,431	3,174
VYM	Vanguard High Dividend Yield Indx ETF Vanguard High Dividend Yield Indx ETF	2026-06-30	Add Add	+0.01%	● 147.95 ($156.16) 161.17	$164.95	5.63%	Add 8.4%	7,616	590
ABT	Abbott Laboratories	2026-06-30	Add Add	0%	● 82.56 ($91.46) 103.56	$114.97	25.71%	Add 0.07%	2,907	2
AMZN	Amazon.com Inc	2026-06-30	Reduce Reduce	0%	● 208.27 ($250.33) 274.99	$258.49	3.26%	Reduce -1.3%	18,199	-240
AAPL	Apple Inc	2026-06-30	Reduce Reduce	0%	● 253.5 ($285.52) 315.2	$313.38	9.76%	Reduce -0.21%	23,489	-50
BAC	Bank of America Corp	2026-06-30	Reduce Reduce	0%	● 48.75 ($53.11) 58.19	$62.31	17.33%	Reduce -0.25%	8,932	-22
BRK.B	Berkshire Hathaway Inc	2026-06-30	Reduce Reduce	0%	● 465.4 ($480.73) 500.39	$504.82	5.01%	Reduce -2.78%	1,225	-35

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