DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Position in GEO — Geo Group Inc
CIK 1389507
SOUTH NORWALK, CT
Position in GEO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,969,379
+$2,821,551 QoQ
Shares Held
1,425,900
+8.7% QoQ
Ownership
1.07%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEO Over Time
Shares Held
Position Value (USD)
Position in Security & Protection Services
Industrials · as of Mar 31, 2026DISCOVERY CAPITAL MANAGEMENT, LLC / CT holds $30,084,170 across 2 Security & Protection Services names. GEO ranks #1 (79.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEO |
Geo Group Inc
This page
|
1,425,900 | $23,969,379 | |
| 2 | BCO |
Brinks Co
|
59,006 | $6,114,791 |
All Filings in GEO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,969,379 | 1,425,900 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,147,828 | 1,311,900 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,825,420 | 1,358,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,109,940 | 1,257,200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $41,767,379 | 1,429,900 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $51,469,210 | 1,839,500 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,974,235 | 387,100 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||