Position in PSMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,137,059
+$2,604,991 QoQ
Shares Held
62,133
-1.9% QoQ
Ownership
0.201%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#55
of 385 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PSMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026BURNEY CO/ holds $37,171,006 across 6 Discount Stores names. PSMT ranks #2 (32.7% of the industry book) .
All Filings in PSMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,137,059 | 62,133 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $9,532,068 | 63,336 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $12,076,493 | 98,447 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $12,035,257 | 99,309 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $10,177,114 | 96,888 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $8,167,941 | 92,976 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $5,030,362 | 54,577 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||