PRIVATE MANAGEMENT GROUP INC Q3 2023 Filing

Filed October 30, 2023

Portfolio Value

$2.4B

Holdings

190

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (190 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
217,378$76.1T3121434.23%
2
VLOVALERO ENERGY CORP
407,557$57.8T2367487.98%
3
SPNTSIRIUSPOINT LTD
5,566,986$56.6T2320809.80%
4
JEFJEFFERIES FINL GROUP INC
1,438,266$52.7T2159606.38%
5
TDSTELEPHONE & DATA SYS INC
2,805,731$51.4T2105876.07%
6
JPMJPMORGAN CHASE & CO
317,758$46.1T1888960.42%
7
PAGPENSKE AUTOMOTIVE GRP INC
235,739$39.4T1614367.39%
8
CRCCALIFORNIA RES CORP
693,031$38.8T1591170.42%
9
BACVERIZON COMMUNICATIONS INC
1,175,718$38.1T1561999.00%
10
PBFPBF ENERGY INC
710,072$38.0T1558109.93%
11
WRKUSDWESTROCK CO
1,045,541$37.4T1534343.37%
12
WBDWARNER BROS DISCOVERY INC
3,427,935$37.2T1526022.26%
13
VNTVONTIER CORPORATION
1,194,570$36.9T1514082.53%
14
CMCSACOMCAST CORP NEW
822,044$36.4T1494132.86%
15
STTSTATE STR CORP
537,960$36.0T1476603.52%
16
ACIALBERTSONS COS INC
1,565,868$35.6T1460276.23%
17
BKBANK NEW YORK MELLON CORP
815,192$34.8T1425205.25%
18
CNACNA FINL CORP
875,207$34.4T1411737.59%
19
OI*O-I GLASS INC
2,037,868$34.1T1397560.00%
20
GILDGILEAD SCIENCES INC
452,711$33.9T1390699.17%
21
VCSHVANGUARD SCOTTSDALE FDS
444,726$33.4T1369998.12%
22
ANDEANDERSONS INC
648,069$33.4T1368394.31%
23
PNFPPINNACLE FINL PARTNERS INC
461,219$30.9T1267475.77%
24
GOOGLALPHABET INC
235,251$30.8T1261934.64%
25
PBPROSPERITY BANCSHARES INC
541,207$29.5T1210864.09%
26
VNOVORNADO RLTY TR
1,219,545$27.7T1133807.57%
27
BRSPBRIGHTSPIRE CAPITAL INC
4,386,836$27.5T1125703.95%
28
PKPARK HOTELS & RESORTS INC
2,212,651$27.3T1117434.61%
29
CCKCROWN HLDGS INC
305,840$27.1T1109271.52%
30
TRYBARINGS BDC INC
2,947,475$26.3T1076530.56%
31
NXSTNEXSTAR MEDIA GROUP INC
181,055$26.0T1064062.82%
32
ON1OLD NATL BANCORP IND
1,774,293$25.8T1057519.07%
33
SUISUN CMNTYS INC
214,711$25.4T1041560.09%
34
PDMPIEDMONT OFFICE REALTY TR IN
4,468,246$25.1T1029370.93%
35
ONLORION OFFICE REIT INC
4,602,974$24.0T983047.99%
36
JBGSJBG SMITH PPTYS
1,655,877$23.9T981510.22%
37
FDXFEDEX CORP
90,195$23.9T979480.30%
38
DBRGDIGITALBRIDGE GROUP INC
1,335,218$23.5T962209.20%
39
AXPAMERICAN EXPRESS CO
155,853$23.3T953132.64%
40
BBUCBROOKFIELD BUSINESS CORP
1,281,110$23.2T949474.52%
41
OGNORGANON & CO
1,307,962$22.7T930771.99%
42
ANAUTONATION INC
149,131$22.6T925533.76%
43
SSBUSDSOUTHSTATE CORPORATION
332,993$22.4T919465.92%
44
CCEPCOCA-COLA EUROPACIFIC PARTNE
356,319$22.3T912595.80%
45
ASCARDMORE SHIPPING CORP
1,705,403$22.2T909500.17%
46
ALLYALLY FINL INC
819,136$21.9T895860.31%
47
PRDOPERDOCEO ED CORP
1,271,660$21.7T891385.54%
48
BNBROOKFIELD CORP
693,778$21.7T889297.09%
49
CGCARLYLE GROUP INC
709,559$21.4T877239.76%
50
METMETLIFE INC
338,185$21.3T872113.27%
51
ARCOARCOS DORADOS HOLDINGS INC
2,230,859$21.1T865090.85%
52
GEFGREIF INC
314,641$21.0T861698.32%
53
INSWINTERNATIONAL SEAWAYS INC
462,305$20.8T852785.03%
54
PKOHPARK-OHIO HLDGS CORP
1,018,323$20.3T831103.82%
55
LBTYBLIBERTY GLOBAL PLC
1,081,900$20.1T823120.77%
56
AZOAUTOZONE INC
7,833$19.9T815565.05%
57
THCTENET HEALTHCARE CORP
290,618$19.1T784947.27%
58
BABAALIBABA GROUP HLDG LTD
212,744$18.5T756441.27%
59
AEGAEGON N V
3,732,129$17.9T734338.58%
60
TAPMOLSON COORS BEVERAGE CO
270,422$17.2T704903.50%
61
DARDARLING INGREDIENTS INC
322,782$16.8T690682.20%
62
FFC0OAKTREE SPECIALTY LENDING CO
828,697$16.7T683474.35%
63
TEVATEVA PHARMACEUTICAL INDS LTD
1,616,168$16.5T675748.59%
64
RUNRUSH ENTERPRISES INC
363,619$16.5T675067.76%
65
BHFBRIGHTHOUSE FINL INC
336,091$16.4T674247.47%
66
AMBPARDAGH METAL PACKAGING S A
5,171,319$16.2T663504.96%
67
PEBOPEOPLES BANCORP INC
634,249$16.1T659857.09%
68
SHYISHARES TR
197,026$16.0T653952.40%
69
ONEWONEWATER MARINE INC
589,661$15.1T619269.94%
70
DFINDONNELLEY FINL SOLUTIONS INC
265,304$14.9T612063.31%
71
FPHFIVE POINT HOLDINGS LLC
4,959,547$14.7T603805.32%
72
SEBSEABOARD CORP
3,886$14.6T597832.92%
73
RUSHARUSH ENTERPRISES INC
356,462$14.6T596610.75%
74
UMHUMH PPTYS INC
1,036,353$14.5T595599.31%
75
ADUNITED STATES CELLULAR CORP
324,568$13.9T571701.75%
76
FT2FIRST HORIZON CORPORATION
1,259,121$13.9T568784.19%
77
OABIOMNIAB INC
2,672,292$13.9T568525.20%
78
BRK-BBERKSHIRE HATHAWAY INC DEL
26$13.8T566443.10%
79
STNGSCORPIO TANKERS INC
248,566$13.5T551439.64%
80
HZOMARINEMAX INC
401,861$13.2T540645.89%
81
BSRRSIERRA BANCORP
653,714$12.4T508071.19%
82
LESLIES INC
2,163,618$12.2T501990.49%
83
LAMRLAMAR ADVERTISING CO NEW
146,559$12.2T501465.87%
84
LUCKBOWLERO
1,269,941$12.2T500791.64%
85
JNJJOHNSON & JOHNSON
74,571$11.6T476100.35%
86
UTIUNIVERSAL TECHNICAL INST INC
1,363,642$11.4T468428.01%
87
UNFIUNITED NAT FOODS INC
803,642$11.4T465811.82%
88
DO1USDDIAMOND OFFSHORE DRILLING IN
766,107$11.2T461013.84%
89
NMLNEUBERGER BERMAN ENERGY INFR
1,634,608$11.2T460999.57%
90
FSPFRANKLIN STR PPTYS CORP
5,877,060$10.9T445687.36%
91
ELANELANCO ANIMAL HEALTH INC
939,682$10.6T432957.93%
92
CCCHEMOURS CO
358,640$10.1T412372.92%
93
IFFINTERNATIONAL FLAVORS&FRAGRA
134,370$9.2T375486.29%
94
XJQCXNUVEEN CR STRATEGIES INCOME
1,802,183$9.1T373807.38%
95
BHCBAUSCH HEALTH COS INC
1,054,841$8.7T355432.62%
96
GLDDGREAT LAKES DREDGE & DOCK CO
1,036,480$8.3T338624.00%
978,743,000$7.7T316025.02%
98
CVCYUSDCENTRAL VY CMNTY BANCORP
522,623$7.4T302283.21%
99
VSECVSE CORP
145,168$7.3T300154.21%
1007,710,000$7.2T296887.89%
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