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Private Capital Management, LLC

Location
NAPLES, FL
Portfolio Value
Small $886,469,329
Diversification
Diversified
Filing Date
Global Rank
#1,631 / 8,232 ▲ 60
Top Industry
Drug Manufacturers - Specialty & Generic 9.5%
3Y Alpha vs SPY
-11.5%
Period ended 2 months ago
Filed May 15, 2026 · 30d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+30.6%
SPY
+76.3%
Annualised alpha
-11.5%
Max drawdown
−25.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

128 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
6.4%
−3.4 pts
Top 5
27.6%
−1.2 pts
Top 10
47.6%
−0.6 pts
HHI
320
Jun 2023 → Mar 2026 · range 320 – 577
Diversified−43

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 29.8% $264,461,236
Industrials 15.9% $140,565,812
Healthcare 15.4% $136,654,540
Technology 12.4% $110,031,193
Communication Services 12.3% $109,427,050
Consumer Cyclical 5.7% $50,107,408
Basic Materials 3.3% $29,100,725
Consumer Defensive 1.6% $14,522,272
Energy 1.3% $11,300,919
Unclassified 1.0% $8,661,951
Real Estate 1.0% $8,553,062
Utilities 0.3% $3,083,161

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
14 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
7 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
128 positions · $886,469,329 total · as of Mar 31, 2026
Showing 1–50 of 128 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History