Private Capital Management, LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$859.9T

Holdings

131

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (131 positions)

#StockSharesValue% PortfolioType
1
QNSTQuinStreet, Inc.
4,261,228$70.7T8.22%
2
HROWHarrow Inc.
2,714,851$56.7T6.60%
3
THTarget Hospitality Corp.
5,503,889$47.9T5.57%Put
4
KKRKKR & Co. Inc. Cl A
414,597$43.6T5.07%
5
LNTHLantheus Holdings Inc.
535,393$43.0T5.00%
6
BBSIBarrett Business Services
1,260,432$41.3T4.80%
7
JEFJefferies Financial Group Inc.
771,125$38.4T4.46%
8
VTE1Asure Software Inc.
3,813,074$32.0T3.72%
9
SNEXStoneX Group Inc.
413,597$31.1T3.62%
10
AIOTPowerFleet, Inc.
6,806,018$31.1T3.62%
11
LAKELakeland Industries Inc.
1,125,246$25.8T3.00%
12
G2CEveri Holdings, Inc.
3,037,369$25.5T2.97%
13
JPMJP Morgan Chase & Co.
115,936$23.4T2.73%
14
ECNECN Capital Corporation
18,645,111$22.9T2.67%
15
BGCBGC Group Inc
2,749,040$22.8T2.65%
16
IMAImax Corporation
1,294,374$21.7T2.52%
17
TROXTronox Holdings PLC
1,153,774$18.1T2.11%
18
MPAAMotorcar Parts of America, Inc.
2,681,403$16.5T1.92%
19
IIIInformation Services Group
5,423,272$15.9T1.85%
20
PERIPerion Network Ltd.
1,797,572$15.0T1.75%
21
SYU1Synovus Financial Corp.
356,306$14.3T1.67%
22
VCVisteon Corp.
127,541$13.6T1.58%
23
SMBKSmartFinancial Inc.
572,670$13.6T1.58%
24
ASLEAerSale Corp.
1,893,688$13.1T1.52%
25
LGNDLigand Pharmaceuticals
134,505$11.3T1.32%
26
BUSEFirst Busey Corp.
388,610$9.4T1.09%
27
RJFRaymond James Financial, Inc.
63,317$7.8T0.91%
28
FNWBFirst Northwest Bancorp
780,005$7.6T0.88%
29
TAPMolson Coors Beverage Company
138,700$7.1T0.82%Call
30
GOOGLAlphabet Inc. Cl A
34,974$6.4T0.74%
31
SESCADSecure Energy Services Inc.
596,520$5.3T0.61%
32
SPYStandard & Poor's Depositary Receipts
9,485$5.2T0.60%
33
GOOGAlphabet Inc. Cl C
25,424$4.7T0.54%
34
NOBLProShares S&P 500 Dividend Aristocrats
47,715$4.6T0.53%
35
VIGVanguard Dividend Appreciation Indx ETF
22,057$4.0T0.47%
36
AAPLApple, Inc.
18,972$4.0T0.46%
37
PYPLPayPal Holdings, Inc.
66,500$3.9T0.45%Put
38
DONWisdomTree US Mid-Cap Div Fund
81,973$3.8T0.45%
39
BTUPeabody Energy Corporation
166,900$3.7T0.43%Call
40
MSFTMicrosoft Corp
6,954$3.1T0.36%
41
XLUUtilities Select Sector SPDR
43,026$2.9T0.34%
42
SHBIShore Bancshares Inc
245,921$2.8T0.33%
43
CVXChevron Corporation
17,963$2.8T0.33%
44
IJHiShares Core S&P Mid Cap ETF
40,467$2.4T0.28%
45
IBMInternational Business Machines Corp.
12,577$2.2T0.25%
46
IVViShares Core S&P 500
3,847$2.1T0.24%
47
PYPLPaypal Holdings Inc.
33,700$2.0T0.23%
48
PFEPfizer, Inc.
69,357$1.9T0.23%
49
XLEEnergy Select Sector SPDR
19,218$1.8T0.20%
50
WTPIWisdomTree CBOE S&P 500 PutWrite Strategy
48,718$1.6T0.19%
51
PLTRPalantir Technologies Inc.
59,711$1.5T0.18%
52
SCHFSchwab International Equity ETF
38,272$1.5T0.17%
53
MAMastercard Incorporated
3,243$1.4T0.17%
54
AMZNAmazon.com
7,351$1.4T0.17%
55
AGGiShares Core US Aggregate Bond ETF
12,962$1.3T0.15%
56
NFGNational Fuel Gas Co.
23,000$1.2T0.14%
57
SRIStoneridge, Inc.
71,685$1.1T0.13%
58
DGXQuest Diagnostics, Inc.
8,200$1.1T0.13%
59
PSXPhillips 66
7,664$1.1T0.13%
60
CLXClorox Co.
7,900$1.1T0.13%
61
HDHome Depot Inc.
3,066$1.1T0.12%
62
WBAWalgreens Boots Alliance, Inc.
85,000$1.0T0.12%Call
63
PFEPfizer Inc.
35,500$993.3B0.12%Put
64
NDQInvesco QQQ Trust Series 1
1,975$946.1B0.11%
65
SOSouthern Co.
12,122$940.3B0.11%
66
IBEXIBEX LTD
53,666$868.3B0.10%
67
EQWLInvesco S&P 100 Equal Weight ETF
9,002$850.7B0.10%
68
NTRNutrien Ltd.
16,287$829.1B0.10%
69
PEPPepsico, Inc.
4,739$781.7B0.09%
70
METAMeta Platforms, Inc.
1,539$776.0B0.09%
71
TMOThermo Fisher Scientific Inc.
1,396$772.0B0.09%
72
TSCOTractor Supply Co.
2,840$766.8B0.09%
73
CPBCampbell Soup Co.
16,300$736.6B0.09%
74
TTENTotal Energies SE
10,264$684.4B0.08%
75
SHELShell PLC Spon ADS
9,024$651.4B0.08%
76
XLVHealthcare Select Sector SPDR
4,403$641.7B0.07%
77
VVisa Inc.
2,372$622.6B0.07%
78
VEUVanguard FTSE All World Ex US ETF
10,583$620.6B0.07%
79
RRCRange Resources
18,500$620.3B0.07%
80
XOMExxon Mobil Corp.
5,290$609.0B0.07%
81
AEPAmerican Electric Power
6,750$592.2B0.07%
82
NEENextEra Energy Inc.
8,152$577.2B0.07%
83
FEFirstEnergy Corp.
15,000$574.0B0.07%
84
0DFCDirexion Financial Bull 3X Shs
5,500$555.4B0.06%
85
NVDANvidia Corporation
4,465$551.6B0.06%
86
XLFFinancials Select Sector SPDR
13,264$545.3B0.06%
87
KDPKeurig Dr Pepper Inc
16,000$534.4B0.06%
88
ZBRAZebra Technologies
1,725$532.9B0.06%
89
VCITVanguard Intermediate Term Corp. Bond ETF
6,369$509.1B0.06%
90
NEMNewmont Corporation
12,000$502.4B0.06%
91
VOOVanguard S&P 500 Indx Fd ETF
945$472.5B0.05%
92
DONDow Jones Indl Average SPDR ETF
1,200$469.4B0.05%
93
IWMiShares Russell 2000 Index ETF
2,277$462.0B0.05%Put
94
QCOMQualcomm, Inc.
2,305$459.1B0.05%
95
WMWaste Management
2,111$450.3B0.05%
96
CFCF Industries Holdings Inc.
6,038$447.5B0.05%
97
HONHoneywell International Inc.
2,046$436.9B0.05%
98
WMTWalmart, Inc.
6,400$433.3B0.05%
99
BRK/BBerkshire Hathaway Inc. Cl B
1,057$430.0B0.05%
100
DUKDuke Energy Corp.
4,284$429.3B0.05%
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