Private Capital Management, LLC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$841.4T

Holdings

134

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (134 positions)

#StockSharesValue% PortfolioType
1
THTarget Hospitality Corp.
5,368,629$72.0M0.00%
2
PERIPerion Network Ltd.
1,468,374$45.0M0.00%
3
QNSTQuinStreet, Inc.
4,610,267$40.7M0.00%Call
4
VTE1Asure Software Inc.
3,175,850$38.6M0.00%
5
KKRKKR & Co. Inc. Cl A
675,892$37.8M0.00%
6
LNTHLantheus Holdings Inc.
409,113$34.3M0.00%
7
ECNECN Capital Corporation
15,852,146$32.2M0.00%
8
JEFJefferies Financial Group Inc.
952,560$31.6M0.00%
9
SNEXStoneX Group Inc.
375,437$31.2M0.00%
10
BBSIBarrett Business Services
347,666$30.3M0.00%
11
IIIInformation Services Group
4,958,124$26.6M0.00%
12
ATSG*Air Transport Services Group, Inc.
1,191,893$22.5M0.00%
13
HROWHarrow Health Inc.
1,152,346$21.9M0.00%
14
ASLEAerSale Corp.
1,374,168$20.2M0.00%
15
MPAAMotorcar Parts of America, Inc.
2,459,853$19.0M0.00%
16
VCVisteon Corp.
129,969$18.7M0.00%
17
LAKELakeland Industries Inc.
1,251,972$18.0M0.00%
18
TROXTronox Holdings PLC
1,410,933$17.9M0.00%
19
JPMJP Morgan Chase & Co.
120,725$17.6M0.00%
20
G2CEveri Holdings, Inc.
1,212,557$17.5M0.00%
21
IMAImax Corporation
1,015,734$17.3M0.00%
22
BUSEFirst Busey Corp.
779,242$15.7M0.00%
23
AIOTPowerFleet, Inc.
5,053,680$15.2M0.00%
24
SYU1Synovus Financial Corp.
470,112$14.2M0.00%
25
VTYVerint Systems Inc.
377,283$13.2M0.00%
26
SMBKSmartFinancial Inc.
606,805$13.1M0.00%
27
Fiesta Restaurant Group, Inc.
1,643,536$13.0M0.00%
28
FNWBFirst Northwest Bancorp
872,175$9.9M0.00%
29
SRIStoneridge, Inc.
523,321$9.9M0.00%
30
CRAICharles River Associates
76,678$7.8M0.00%
31
CSTRUSDCapStar Financial Holdings, Inc.
633,837$7.8M0.00%
32
RJFRaymond James Financial, Inc.
71,485$7.4M0.00%
33
WHRWhirlpool Corporation
30,000$4.5M0.00%Put
34
NOBLProShares S&P 500 Dividend Aristocrats
44,511$4.2M0.00%
35
XLFFinancial Select Sector SPDR Fund
120,000$4.0M0.00%Put
36
SPYStandard & Poor's Depositary Receipts
8,958$4.0M0.00%
37
VIGVanguard Dividend Appreciation Indx ETF
24,059$3.9M0.00%
38
GOOGLAlphabet Inc. Cl A
32,351$3.9M0.00%
39
AAPLApple, Inc.
16,616$3.2M0.00%
40
DONWisdomTree US Mid-Cap Div Fund
73,330$3.1M0.00%
41
GOOGAlphabet Inc. Cl C
25,423$3.1M0.00%
42
TCFCUSDCommunity Financial Corporation
101,450$2.7M0.00%
43
CVXChevron Corporation
16,435$2.6M0.00%
44
TSNTyson Foods Inc-CL A
49,300$2.5M0.00%
45
MSFTMicrosoft Corporation
6,592$2.2M0.00%
46
IJHiShares Core S&P Mid Cap ETF
8,076$2.1M0.00%
47
TSNTyson Foods, Inc. Class A
41,300$2.1M0.00%Put
48
IVViShares Core S&P 500
4,048$1.8M0.00%
49
KDPKeurig Dr Pepper Inc.
55,800$1.7M0.00%Call
50
NEMNewmont Corporation
40,530$1.7M0.00%Put
51
IBMInternational Business Machines Corp.
12,585$1.7M0.00%
52
BSTTBlackstone Real Estate Income Trust Inc CL
107,537$1.6M0.00%
53
XLEEnergy Select Sector SPDR
17,960$1.5M0.00%
54
PPCPilgrims Pride Corp.
67,000$1.4M0.00%
55
MAMastercard Incorporated
3,430$1.3M0.00%
56
SCHFSchwab International Equity ETF
35,857$1.3M0.00%
57
ATVIEURActivision Blizzard Inc.
13,192$1.1M0.00%
58
PPCPilgrim's Pride Corporation
50,000$1.1M0.00%Put
59
XLUUtilities Select Sector SPDR
16,180$1.1M0.00%
60
AMZNAmazon.com
7,918$1.0M0.00%
61
AGGiShares Core US Aggregate Bond ETF
10,087$987K0.00%
62
HDHome Depot Inc.
3,142$975K0.00%
63
BACBank of America Corp.
31,656$908K0.00%
64
EBCEastern Bankshares, Inc.
71,636$878K0.00%
65
PLTRPalantir Technologies Inc.
57,000$873K0.00%
66
WTPIWisdomTree CBOE S&P 500 PutWrite Strategy
26,450$857K0.00%
67
DUKDuke Energy Corp.
8,852$794K0.00%
68
PSXPhillips 66
7,738$738K0.00%
69
TMOThermo Fisher Scientific Inc.
1,396$728K0.00%
70
IFFInternational Flavors & Fragrances Inc.
9,000$716K0.00%
71
MMM3M Company
6,879$688K0.00%
72
PEPPepsico, Inc.
3,653$676K0.00%
73
NDQInvesco QQQ Trust Series 1
1,830$676K0.00%
74
KDPKeurig Dr Pepper Inc
20,500$641K0.00%
75
QCOMQualcomm, Inc.
5,380$640K0.00%
76
METAMeta Platforms, Inc.
2,216$635K0.00%
77
AEPAmerican Electric Power
7,521$633K0.00%
78
XLVHealthcare Select Sector SPDR
4,676$620K0.00%
79
VEUVanguard FTSE All World Ex US ETF
11,317$615K0.00%
80
NEENextEra Energy Inc.
8,281$614K0.00%
81
FEFirstEnergy Corp.
15,000$583K0.00%
82
VVisa Inc.
2,389$567K0.00%
83
SHELShell PLC Spon ADS
9,024$544K0.00%
84
RRCRange Resources
18,500$543K0.00%
85
ADPAutomatic Data Processing Inc.
2,450$538K0.00%
86
ACNAccenture PLC
1,732$534K0.00%
87
SMGScotts Miracle Gro
8,500$532K0.00%
88
SOSouthern Co.
7,582$532K0.00%
89
EQWLInvesco S&P 100 Equal Weight ETF
6,497$529K0.00%
90
0DFCDirexion Financial Bull 3X Shs
8,300$527K0.00%
91
MOSMosaic Company
15,000$525K0.00%
92
SLViShares Silver Trust
25,000$522K0.00%
93
TTENTotal Energies SE
9,064$522K0.00%
94
DONDow Jones Indl Average SPDR ETF
1,500$515K0.00%
95
ZBRAZebra Technologies
1,725$510K0.00%
96
PYPLPaypal Holdings Inc.
7,387$492K0.00%
97
TSCOTractor Supply Co.
2,200$486K0.00%
98
VCITVanguard Intermediate Term Corp. Bond ETF
6,062$479K0.00%
99
MCXMcCormick & Company Inc.
5,500$479K0.00%
100
KRKroger Co.
10,035$471K0.00%
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