PRIVATE MANAGEMENT GROUP INC

Q3 2024 13F-HR Holdings

Location
Irvine, CA
Holdings as of
9/30/2024
Date filed
10/29/2024
Form type
13F-HR
Num holdings
211
Total value ($000)
$2,835,840
Net value change ($000)
+234,757 (9.0%)
New positions
19
Sold out positions
14
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2024
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)
SON 24,994 NEW
HSIC 24,176 NEW
LKQ 19,889 NEW
WBD 19,616 52.7%
FLG 18,556 NEW
NE 15,038 NEW
ABEV 13,616 71.1%
AQN 12,361 NEW
AIOT 12,203 NEW
OI 11,814 42.4%
Top Reduces (Value $000, Stocks/ETFs)
NXST -18,523 -95.0%
CNA -17,512 -51.5%
AXP -13,897 -89.9%
DIAMOND OFFSHORE DRILLING, INC. -13,713 -100.0%
FLG -10,357 -100.0%
WestRock Co -9,988 -100.0%
JQC -8,221 -85.5%
SHARECARE INC -6,984 -49.7%
GOOGL -6,577 -30.3%
ITERIS, INC. -6,329 -89.8%
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