 | |
Private Capital13F | |
| Private Capital Management | |
| Last update 2026-07-06 | 194 Stocks (20 new) |
| Value $1.00 Bil | Turnover 9 % |
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.
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
| Ticker |
|---|
| Ticker |
NSA |
PNFP |
IGV |
DVY |
BHB |
EXR |
NCLH |
SMA |
DT |
COIN |
NSApA.PFD |
UHAL |
RKT |
HUM |
JBI |
KFRC |
FAST |
LHX |
PSApI.PFD |
PSApK.PFD |
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
NSA | National Storage Affiliates Trust | 12,900 | 486.9 | +12,800.00% | 0.050 | +0.05% | 0.020 | +3.29% | +58.87% | 3,369.7 | REITs | |
PNFP | Pinnacle Financial Partners Inc | 183,311 | 15,790.5 | New Holding | 1.570 | +1.57% | 0.120 | +7.60% | +8.62% | 15,492.6 | Banks | |
IGV |
iShares Expanded Tech-Software Sector ETF
iShares Expanded Tech-Software Sector ETF
| 51,503 | 4,122.8 | New Holding | 0.410 | +0.41% | 0.040 | +3.28% | -16.74% | 13,047.4 | ||
DVY | iShares Select Dividend ETF | 26,386 | 3,995.1 | New Holding | 0.400 | +0.40% | 0.020 | +8.14% | +17.29% | 23,959.5 | ||
BHB | Bar Harbor Bankshares Inc | 121,220 | 3,933.6 | New Holding | 0.390 | +0.39% | 0.720 | +14.13% | +28.10% | 653.7 | Banks | |
EXR | Extra Space Storage Inc | 10,500 | 1,376.9 | New Holding | 0.140 | +0.14% | 0.000 | +5.09% | +15.99% | 31,205.4 | REITs | |
NCLH | Norwegian Cruise Line Holdings Ltd | 60,000 | 1,122.0 | New Holding | 0.110 | +0.11% | 0.010 | +4.65% | -13.22% | 8,893.0 | Travel & Leisure | |
SMA | Smartstop Self Storage REIT Inc | 26,500 | 802.4 | New Holding | 0.080 | +0.08% | 0.050 | +8.37% | +15.14% | 1,923.4 | REITs | |
DT | Dynatrace Inc | 19,390 | 717.0 | New Holding | 0.070 | +0.07% | 0.010 | +17.94% | -3.97% | 12,079.3 | Software | |
COIN | Coinbase Global Inc | 3,200 | 558.8 | New Holding | 0.060 | +0.06% | 0.000 | -20.76% | -30.00% | 41,703.2 | Capital Markets | |
NSApA.PFD | National Storage Affiliates Trust | 24,500 | 555.4 | New Holding | 0.060 | +0.06% | - | +1.44% | +12.16% | 0 | REITs | |
UHAL | U-Haul Holding Co | 13,200 | 630.7 | New Holding | 0.060 | +0.06% | 0.010 | +35.82% | +41.70% | 12,400.8 | Business Services | |
RKT | Rocket Companies Inc | 36,550 | 520.8 | New Holding | 0.050 | +0.05% | 0.000 | -16.35% | -32.59% | 36,924.1 | Banks | |
HUM | Humana Inc | 2,200 | 381.5 | New Holding | 0.040 | +0.04% | 0.000 | +81.31% | +53.13% | 46,742.3 | Healthcare Plans | |
JBI | Janus International Group Inc | 50,000 | 257.5 | New Holding | 0.030 | +0.03% | 0.040 | -2.76% | -19.11% | 721.5 | Construction | |
KFRC | Kforce Inc | 9,000 | 263.2 | New Holding | 0.030 | +0.03% | 0.050 | +71.45% | +82.33% | 982.9 | Business Services | |
FAST | Fastenal Co | 4,800 | 222.7 | New Holding | 0.020 | +0.02% | 0.000 | +5.77% | +18.45% | 53,955.3 | Industrial Distribution | |
LHX | L3Harris Technologies Inc | 720 | 248.5 | New Holding | 0.020 | +0.02% | 0.000 | -5.07% | +3.03% | 55,927.6 | Aerospace & Defense | |
PSApI.PFD | Public Storage | 12,700 | 236.3 | New Holding | 0.020 | +0.02% | - | -2.39% | -0.29% | 0 | REITs | |
PSApK.PFD | Public Storage | 12,900 | 234.3 | New Holding | 0.020 | +0.02% | - | -2.65% | -1.82% | 0 | REITs |
Total 202
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