PRIVATE MANAGEMENT GROUP INC

Q2 2022 13F-HR Holdings

Location
Irvine, CA
Holdings as of
6/30/2022
Date filed
8/5/2022
Form type
13F-HR
Num holdings
176
Total value ($000)
$2,281,224
Net value change ($000)
-186,848 (-7.6%)
New positions
24
Sold out positions
11
Turnover %
8.7%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2022
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)
WBD 42,228 NEW
ONL 24,598 NEW
PINNACLE FINANCIAL PARTNERS INC 19,044 NEW
QDEL 10,561 NEW
WFG 9,434 NEW
BBUC 8,455 NEW
FPH 6,147 143.5%
ASC 5,470 43.2%
PAG 5,360 12.7%
PKOH 4,856 46.0%
Top Reduces (Value $000, Stocks/ETFs)
WBD -41,296 -100.0%
ALLEGHANY CORP /DE -29,586 -73.3%
VLO -20,961 -31.9%
BRK-B -18,427 -22.1%
Ortho Clinical Diagnostics Holdings plc -15,523 -100.0%
BHC -14,605 -51.1%
VNO -11,854 -30.5%
ANDE -11,825 -31.0%
ACI -9,090 -18.4%
WOW -8,924 -43.5%
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