PRIVATE MANAGEMENT GROUP INC

Q4 2021 13F-HR Holdings

Location
Irvine, CA
Holdings as of
12/31/2021
Date filed
2/8/2022
Form type
13F-HR
Num holdings
161
Total value ($000)
$2,494,596
Net value change ($000)
+98,966 (4.1%)
New positions
13
Sold out positions
3
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2021
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)
ARDAGH METAL PACKAGING S A 30,114 NEW
ARCO 13,015 NEW
VNT 11,268 807.7%
TAP 8,823 26.0%
INSW 8,612 1007.3%
FDX 8,012 23.7%
TDSPRU 7,981 17.6%
ANDE 7,685 24.9%
BRK-B 6,876 9.1%
DBRG 6,568 36.1%
Top Reduces (Value $000, Stocks/ETFs)
Ardagh Group S.A. -35,463 -100.0%
ACI -8,322 -15.2%
GPRE -7,599 -42.4%
Consolidated Communications Holdings, Inc. -7,341 -21.4%
CLW -7,205 -36.0%
EQC Liquidating Trust -5,389 -58.7%
UNFI -5,109 -13.2%
TEVA -4,511 -21.1%
SAFE -4,275 -11.6%
TNN -3,946 -21.2%
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