Private Management Group Inc.
Annual return '25
+13.0%
SPY '25
+17.7%
Alpha
-4.7ptsvs SPY
Invested
$3.5B
Holdings
309
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPNT
SIRIUSPOINT LTD
Held since at least Q1 2024
2.1%
02
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Sold 99.9% (198.9k → 180 shares)
2.1%
03
$COLD
AMERICOLD REALTY TRUST INC
Held since at least Q1 2024
1.6%
04
$VLO
VALERO ENERGY CORP
Held since at least Q1 2024
1.6%
05
$BAC
BANK AMERICA CORP
Q1 2026: Sold 6.7% (45.6k → 42.5k shares)
1.6%
06
$DAR
DARLING INGREDIENTS INC
Held since at least Q1 2024
1.5%
07
$SON
SONOCO PRODS CO
Held since at least Q1 2024
1.3%
08
$GSBD
GOLDMAN SACHS BDC INC
Held since at least Q1 2024
1.3%
09
$CRC
CALIFORNIA RES CORP
Held since at least Q1 2024
1.3%
10
$OBDC
BLUE OWL CAPITAL CORPORATION
Held since at least Q1 2024
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:27 UTC.