PRIVATE MANAGEMENT GROUP INC Q4 2023 Filing

Filed February 2, 2024

Portfolio Value

$2.6B

Holdings

203

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (203 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
217,089$77.4T2963080.89%
2
SPNTSIRIUSPOINT LTD
5,539,522$64.3T2459130.42%
3
JEFJEFFERIES FINL GROUP INC
1,417,022$57.3T2191375.12%
4
VLOVALERO ENERGY CORP
406,313$52.8T2021416.57%
5
JPMJPMORGAN CHASE & CO
308,668$52.5T2009311.20%
6
TDSTELEPHONE & DATA SYS INC
2,550,650$46.8T1791175.70%
7
BACVERIZON COMMUNICATIONS INC
1,139,927$43.0T1644635.78%
8
BKBANK NEW YORK MELLON CORP
817,489$42.6T1628373.14%
9
STTSTATE STR CORP
543,502$42.1T1611127.55%
10
WBDWARNER BROS DISCOVERY INC
3,409,485$38.8T1484849.12%
11
CRCCALIFORNIA RES CORP
687,040$37.6T1437678.60%
12
PKPARK HOTELS & RESORTS INC
2,195,439$37.0T1415704.45%
13
CNACNA FINL CORP
871,390$36.9T1410934.59%
14
PBPROSPERITY BANCSHARES INC
541,573$36.7T1403748.68%
15
GILDGILEAD SCIENCES INC
451,040$36.5T1398314.85%
16
CMCSACOMCAST CORP NEW
814,544$35.7T1366895.85%
17
ACIALBERTSONS COS INC
1,547,831$35.6T1362393.80%
18
PAGPENSKE AUTOMOTIVE GRP INC
217,369$34.9T1335214.32%
19
PNFPPINNACLE FINL PARTNERS INC
397,269$34.6T1326026.00%
20
VCSHVANGUARD SCOTTSDALE FDS
437,694$33.9T1295968.59%
21
OGNORGANON & CO
2,335,238$33.7T1288687.73%
22
OI*O-I GLASS INC
2,051,886$33.6T1286229.34%
23
BRSPBRIGHTSPIRE CAPITAL INC
4,432,343$33.0T1261994.84%
24
PDMPIEDMONT OFFICE REALTY TR IN
4,616,526$32.8T1256134.69%
25
BBUCBROOKFIELD BUSINESS CORP
1,406,707$32.7T1253250.56%
26
SUISUN CMNTYS INC
236,973$31.7T1212046.01%
27
PBFPBF ENERGY INC
706,461$31.1T1188494.47%
28
ON1OLD NATL BANCORP IND
1,780,919$30.1T1151131.93%
29
NXSTNEXSTAR MEDIA GROUP INC
181,231$28.4T1087154.62%
30
WRKUSDWESTROCK CO
683,462$28.4T1085982.93%
31
ALLYALLY FINL INC
806,777$28.2T1078149.61%
32
CCKCROWN HLDGS INC
304,133$28.0T1071833.44%
33
VNOVORNADO RLTY TR
982,324$27.8T1061999.93%
34
ONLORION OFFICE REIT INC
4,775,447$27.3T1045349.09%
35
BNBROOKFIELD CORP
677,857$27.2T1040759.29%
36
JBGSJBG SMITH PPTYS
1,579,343$26.9T1028092.16%
37
ARCOARCOS DORADOS HOLDINGS INC
2,104,990$26.7T1022263.70%
38
GOOGLALPHABET INC
190,640$26.6T1019132.46%
39
PKOHPARK-OHIO HLDGS CORP
981,414$26.5T1012566.17%
40
VNTVONTIER CORPORATION
764,005$26.4T1010172.50%
41
TRYBARINGS BDC INC
3,026,625$26.0T993796.00%
42
CGCARLYLE GROUP INC
624,806$25.4T972935.75%
43
AXPAMERICAN EXPRESS CO
127,577$23.9T914648.40%
44
DBRGDIGITALBRIDGE GROUP INC
1,330,594$23.3T893154.18%
45
ASCARDMORE SHIPPING CORP
1,609,519$22.7T867877.42%
46
DARDARLING INGREDIENTS INC
450,317$22.4T858909.99%
47
METMETLIFE INC
338,928$22.4T857743.96%
48
ANAUTONATION INC
147,932$22.2T850208.64%
49
CCEPCOCA-COLA EUROPACIFIC PARTNE
330,187$22.0T843329.80%
50
AMBPARDAGH METAL PACKAGING S A
5,633,286$21.6T827836.07%
51
THCTENET HEALTHCARE CORP
283,933$21.5T821138.81%
52
SSBUSDSOUTHSTATE CORPORATION
252,830$21.4T817108.17%
53
PEBOPEOPLES BANCORP INC
628,160$21.2T811566.30%
54
ONEWONEWATER MARINE INC
611,736$20.7T791049.22%
55
FDXFEDEX CORP
80,950$20.5T783677.16%
56
UMHUMH PPTYS INC
1,316,789$20.2T772015.87%
57
INSWINTERNATIONAL SEAWAYS INC
435,567$19.8T758100.36%
58
BABAALIBABA GROUP HLDG LTD
254,399$19.7T754613.22%
59
GEFGREIF INC
293,731$19.3T737290.59%
60
LAMRLAMAR ADVERTISING CO NEW
177,661$18.9T722594.96%
61
LUCKBOWLERO
1,270,619$18.0T688541.12%
62
BHFBRIGHTHOUSE FINL INC
334,187$17.7T676800.50%
63
RUSHARUSH ENTERPRISES INC
351,488$17.7T676596.52%
64
FT2FIRST HORIZON CORPORATION
1,247,041$17.7T675764.35%
65
PRDOPERDOCEO ED CORP
989,900$17.4T665222.79%
66
RUNRUSH ENTERPRISES INC
326,061$17.3T661092.30%
67
ANDEANDERSONS INC
296,221$17.0T652284.38%
68
SHYISHARES TR
207,287$17.0T650802.16%
69
FFC0OAKTREE SPECIALTY LENDING CO
821,960$16.8T642329.25%
70
TAPMOLSON COORS BEVERAGE CO
268,803$16.5T629662.93%
71
HZOMARINEMAX INC
422,643$16.4T629179.51%
72
OABIOMNIAB INC
2,639,651$16.3T623279.68%
73
SEBSEABOARD CORP
4,475$16.0T611398.95%
74
TEVATEVA PHARMACEUTICAL INDS LTD
1,517,438$15.8T606265.35%
75
FSPFRANKLIN STR PPTYS CORP
5,955,114$15.2T583420.03%
76
AZOAUTOZONE INC
5,866$15.2T580438.69%
77
FPHFIVE POINT HOLDINGS LLC
4,918,547$15.1T577865.11%
78
BSRRSIERRA BANCORP
652,728$14.7T563287.43%
79
QDELQUIDELORTHO CORP
197,344$14.5T556599.36%
80
STNGSCORPIO TANKERS INC
236,787$14.4T550950.69%
81
BRK-BBERKSHIRE HATHAWAY INC DEL
25$13.6T519147.92%
82
VSTSVESTIS CORPORATION
638,254$13.5T516356.71%
83
UNFIUNITED NAT FOODS INC
805,111$13.1T500063.99%
84
CVCYUSDCENTRAL VY CMNTY BANCORP
531,700$11.9T454773.84%
85
JNJJOHNSON & JOHNSON
73,860$11.6T443039.49%
86
LBTYALIBERTY GLOBAL LTD
599,565$11.2T427694.32%
87
NMLNEUBERGER BERMAN ENERGY INFR
1,621,174$11.2T426844.16%
88
ADUNITED STATES CELLULAR CORP
262,453$10.9T417224.05%
89
IFFINTERNATIONAL FLAVORS&FRAGRA
132,972$10.8T412036.44%
90
LESLIES INC
1,551,644$10.7T410318.80%
91
ELANELANCO ANIMAL HEALTH INC
712,303$10.6T406164.85%
92
DO1USDDIAMOND OFFSHORE DRILLING IN
790,329$10.3T393190.08%
93
RPAYREPAY HLDGS CORP
1,161,469$9.9T379591.75%
94
LBTYALIBERTY GLOBAL LTD
548,548$9.7T373038.24%
95
UTIUNIVERSAL TECHNICAL INST INC
766,269$9.6T367144.37%
96
GLDDGREAT LAKES DREDGE & DOCK CO
1,223,133$9.4T359489.46%
97
XJQCXNUVEEN CR STRATEGIES INCOME
1,786,667$9.3T356915.50%
98
KLGWK KELLOGG CO
681,615$9.0T342756.57%
99
DFINDONNELLEY FINL SOLUTIONS INC
141,259$8.8T337165.53%
100
AEGAEGON LTD
1,480,267$8.5T326297.56%
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