PARK CIRCLE Co
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$548.6M
Holdings
48
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ABBV
ABBVIE INC
Q1 2026: Exited (was 72.5k shares)
13.6%
02
$TRV
TRAVELERS COMPANIES INC
Q1 2026: Exited (was 44.8k shares)
11.0%
03
$BAC
VERIZON COMMUNICATIONS INC
Q1 2026: Exited (was 171.3k shares)
8.2%
04
$GS
GOLDMAN SACHS GROUP
Q1 2026: Exited (was 11.3k shares)
7.7%
05
$SBUX
STARBUCKS CORP
Q1 2026: Exited (was 68.6k shares)
5.8%
06
$MO
ALTRIA GROUP INC
Q1 2026: Exited (was 86.1k shares)
5.4%
07
$TROW
PRICE T ROWE GROUP INC
Q1 2026: Exited (was 44.0k shares)
3.8%
08
$PFE
PFIZER INC
Q1 2026: Exited (was 122.7k shares)
3.3%
09
$ORI
OLD REP INTL CORP
Q1 2026: Exited (was 79.0k shares)
3.0%
10
$MC
MOELIS & CO
Q1 2026: Exited (was 50.2k shares)
2.7%
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 09:30 UTC.