Position in MC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,331,079
+$6,769,990 QoQ
Shares Held
181,247
+276.0% QoQ
Ownership
0.231%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Prana Capital Management, LP holds $178,829,596 across 13 Capital Markets names. MC ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
247,123 | $74,342,012 | |
| 2 | SF |
Stifel Financial Corp
|
424,078 | $31,347,845 | |
| 3 | TW |
Tradeweb Markets Inc.
|
114,509 | $13,473,128 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
258,581 | $10,671,637 | |
| 5 | MC |
Moelis & Co
This page
|
181,247 | $10,331,079 | |
| 6 | EVR |
Evercore Inc.
|
34,376 | $10,261,579 | |
| 7 | MS |
Morgan Stanley
|
57,609 | $9,480,713 | |
| 8 | LAZ |
Lazard, Inc.
|
132,030 | $5,608,634 |
All Filings in MC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,331,079 | 181,247 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $3,561,089 | 48,201 | Shares | Sole | 2025-02-14 | |
| 2021-12-31 | $1,720,900 | 27,530 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,337,881 | 37,787 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||