Private Capital
Private Capital
13F
Private Capital Management
Last update 2023-03-02 121 Stocks (17 new)
Value $737.00 Mil Turnover 4 %
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
Industry
Market Cap $Mil
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
PBR
Petroleo Brasileiro SA PetrobrasOil & Gas
60,123.51
50,000
532.50
New Holding
0.07
+0.07%
0
-12.53%
-8.92%
IWM
iShares Russell 2000 ETF
50,282.93
2,357
410.97
New Holding
0.06
+0.06%
0
-1.49%
-1.47%
KDP
Keurig Dr Pepper IncBeverages - Non-Alcoholic
49,042.81
10,000
356.60
New Holding
0.05
+0.05%
0
-3.57%
-1.65%
MOS
The Mosaic CoAgriculture
14,263.67
8,000
350.96
New Holding
0.05
+0.05%
0
-5.10%
-2.35%
PARA
Paramount GlobalMedia - Diversified
13,297.94
20,000
337.60
New Holding
0.05
+0.05%
0
+22.87%
+21.27%
SMG
The Scotts Miracle Gro CoAgriculture
3,759.11
7,000
340.13
New Holding
0.05
+0.05%
0.01
+42.22%
+39.62%
TFC
Truist Financial CorpBanks
43,682.53
8,500
365.76
New Holding
0.05
+0.05%
0
-21.55%
-22.36%
KR
The Kroger CoRetail - Defensive
35,111.06
6,500
289.77
New Holding
0.04
+0.04%
0
+7.45%
+10.61%
SO
Southern CoUtilities - Regulated
74,688.19
4,000
285.64
New Holding
0.04
+0.04%
0
-3.44%
-3.00%
WMT
Walmart IncRetail - Defensive
382,244.01
1,997
283.11
New Holding
0.04
+0.04%
0
-0.97%
+0.41%
AMCX
AMC Networks IncMedia - Diversified
672.66
14,500
227.22
New Holding
0.03
+0.03%
0.03
+0.58%
-0.19%
BRK.B
Berkshire Hathaway IncInsurance
655,471.84
736
227.35
New Holding
0.03
+0.03%
0
-2.47%
-3.23%
IHE
iShares U.S. Pharmaceuticals ETF
368.55
1,100
204.74
New Holding
0.03
+0.03%
0.05
-7.57%
-7.90%
AMJ
JPMorgan Chase & Co. FR SP ETN REDEEM 24/05/2024 USD 19.03661
2,513.28
9,921
215.78
New Holding
0.03
+0.03%
0.01
-0.52%
-1.17%
VNQ
Vanguard Real Estate Index Fund ETF
31,407.13
2,450
202.06
New Holding
0.03
+0.03%
0
-4.77%
-4.47%
ARREF
Amerigo Resources LtdMetals & Mining
193.45
141,650
137.00
New Holding
0.02
+0.02%
0.09
+22.06%
+17.87%
REAL
The RealReal IncRetail - Cyclical
115.13
24,000
30.00
New Holding
0
0%
0.02
+5.45%
-7.20%
LNC
Lincoln National CorpInsurance
3,502.87
42,680
1,311.13
+678.83%
0.18
+0.16%
0.03
-29.80%
-31.15%
PYPL
PayPal Holdings IncCredit Services
83,585.86
15,500
1,103.91
+287.50%
0.15
+0.11%
0
+7.03%
+3.73%
C
Citigroup IncBanks
83,912.09
10,330
467.23
+113.87%
0.06
+0.03%
0
-1.45%
-3.56%
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Total 139