
	Private Capital 13F
	Private Capital Management

	Last update 2024-09-24	142 Stocks (8 new)
	Value $860.00 Mil	Turnover 4 %
	Countries: Top Holdings: QNST(8.22%)HROW(6.60%)TH(5.45%)KKR(5.07%)LNTH(5.00%) Portfolio Report

Private Capital Profile

Private Capital Management was founded by Bruce Sherman in 1986. Sherman is a Certified Public Accountant, and prior to starting Private Capital Management he worked for the Collier Family and was involved in their investments.
Sherman retired in March 2009, after which Gregg J. Powers took over as the CEO. Powers began his investment career as a healthcare analyst at Raymond James Financial. He joined PCM's investment research team in 1988.

Private Capital Investing Philosophy

Private Capital Management follows a value investing style, which it defines as buying stocks 40% below their intrinsic value, managing downside risk, researching to gain insight and patience creating an enduring avenue for portfolio gains.

Private Capital's Portfolio

Private Capital Current Holdings

Ticker
Ticker
LGND
SECYF
TAP
HFRO
SJM
AVGO
AMJB
TTD
PFE
NTR
CLX
PERI
AIOT
EVRI
III
ASLE
ED
VCIT
PLTR
XOM

Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
LGND	Ligand Pharmaceuticals Inc	134,505	11333.39	New Holding	1.32	+1.32%	0.74	+18.52%	+44.18%	1881.154	Biotechnology
SECYF	Secure Energy Services Inc	596,520	5273.24	New Holding	0.61	+0.61%	0.25	+12.44%	+41.08%	2355.882	Waste Management
TAP	Molson Coors Beverage Co	18,700	950.52	New Holding	0.11	+0.11%	0.01	+8.56%	-9.66%	11184.185	Beverages - Alcoholic
HFRO	Highland Opportunities and Income Fund	59,900	374.38	New Holding	0.04	+0.04%	0.09	+3.09%	-15.40%	407.266	Asset Management
SJM	JM Smucker Co	3,038	331.26	New Holding	0.04	+0.04%	0	+7.36%	-5.01%	12426.115	Consumer Packaged Goods
AVGO	Broadcom Inc	1,350	216.8	New Holding	0.03	+0.03%	0	+3.86%	+63.65%	844113.215	Semiconductors
AMJB	JPMorgan Chase & Co. ZC SP ETN REDEEM 28/01/2044 USD 1	7,689	222.51	New Holding	0.03	+0.03%	-	-1.58%	0%	0
TTD	The Trade Desk Inc	2,542	248.28	New Holding	0.03	+0.03%	0	+15.59%	+59.16%	56492.156	Software
PFE	Pfizer Inc	69,357	1940.62	+76.25%	0.23	+0.10%	0	+5.95%	+5.91%	165354.159	Drug Manufacturers
NTR	Nutrien Ltd	16,287	829.15	+58.33%	0.1	+0.04%	0	+0.07%	-10.99%	24108.728	Agriculture
CLX	Clorox Co	7,900	1078.11	+23.44%	0.13	+0.02%	0.01	+21.31%	+14.93%	19761.016	Consumer Packaged Goods
PERI	Perion Network Ltd	1,797,572	15009.73	+18.61%	1.75	+0.27%	3.71	-8.20%	-74.60%	352.958	Interactive Media
AIOT	PowerFleet Inc	6,806,018	31103.5	+13.00%	3.62	+0.42%	6.33	+17.84%	+46.78%	661.955	Software
EVRI	Everi Holdings Inc	3,037,369	25513.9	+8.82%	2.97	+0.24%	3.56	+52.73%	+16.68%	1128.128	Travel & Leisure
III	Information Services Group Inc	5,423,272	15944.42	+8.61%	1.85	+0.15%	11.09	+6.81%	-29.98%	154.99	Software
ASLE	AerSale Corp	1,893,688	13104.32	+2.39%	1.52	+0.04%	3.56	-24.69%	-61.56%	259.651	Transportation
ED	Consolidated Edison Inc	2,382	212.98	+0.93%	0.02	0%	0	+16.43%	+15.21%	35345.088	Utilities - Regulated
VCIT	Vanguard Intermediate-Term Corporate Bond ETF	6,369	509.06	+0.86%	0.06	0%	-	+2.66%	+1.66%	47892.879
PLTR	Palantir Technologies Inc	59,711	1512.47	+0.74%	0.18	0%	0	+49.64%	+141.41%	92825.36	Software
XOM	Exxon Mobil Corp	5,290	609.04	+0.74%	0.07	0%	0	+9.76%	+25.30%	542202.555	Oil & Gas

100/Page

Total 149

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