PRIVATE MANAGEMENT GROUP INC

Q1 2020 13F-HR Holdings

Location
Irvine, CA
Holdings as of
3/31/2020
Date filed
5/13/2020
Form type
13F-HR
Num holdings
122
Total value ($000)
$1,227,627
Net value change ($000)
-796,657 (-39.4%)
New positions
8
Sold out positions
15
Turnover %
16.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2019
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DD 22,286 NEW
OI 19,108 NEW
GEF 14,210 1847.9%
UNFI 14,204 NEW
BB 8,758 NEW
CenterState Bank Corp 4,059 33.6%
JNJ 3,480 625.9%
Consolidated Communications Holdings, Inc. 2,631 14.5%
NML 2,274 77.4%
Atlas Corp. 1,707 NEW
Top Reduces (Value $000, Stocks/ETFs)
Allergan plc -47,368 -100.0%
OI -31,901 -100.0%
WBD -27,442 -42.9%
DBRG -27,104 -63.0%
JPM -23,641 -52.8%
FLG -19,920 -61.1%
NNBR -19,532 -81.8%
PBF -18,343 -65.9%
Brookfield Property REIT Inc. -17,571 -50.4%
BHC -16,918 -49.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type