Position in PSMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,782,118
+$1,188,630 QoQ
Shares Held
24,481
+2.5% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#89
of 385 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in PSMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026OAK RIDGE INVESTMENTS LLC holds $29,296,382 across 4 Discount Stores names. PSMT ranks #2 (16.3% of the industry book) .
All Filings in PSMT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,782,118 | 24,481 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,593,488 | 23,877 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,889,614 | 23,556 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,930,980 | 24,185 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||