Private Capital Management, LLC

CIK: 0001588456SEC EDGAR →

Portfolio Value

$1.1T

Holdings

166

As of

Q4 2025

New Positions

14

Closed Positions

8

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
HROWCall

Harrow, Inc.

1,884,591$92.3B
8.46%
2

QuinStreet, Inc.

4,171,946$60.0B
5.49%
3

KKR & Co, Inc.

316,978$40.4B
3.70%
4

PowerFleet, Inc.

7,584,853$40.4B
3.70%
5

Ligand Pharmaceuticals, Inc.

208,891$39.5B
3.62%
6
VTE1Call

Asure Software, Inc.

4,055,219$38.2B
3.50%
7

Lantheus Holdings, Inc.

558,824$37.2B
3.41%
8

BGC Group, Inc.

4,150,877$37.1B
3.40%
9

Barrett Business Services, Inc.

999,371$36.2B
3.32%
10

JP Morgan Chase & Co.

111,985$36.1B
3.31%

Quarterly Changes

Top Buys

HROW↑ Increased
$91.3B
VTE1↑ Increased
$38.1B
MATW↑ Increased
$18.4B
MPAA↑ Increased
$9.3B
PFENEW
$8.3B

Top Sells

HROWCLOSED
$89.4B
ECNCLOSED
$40.0B
VTE1CLOSED
$32.9B
LNTH↓ Decreased
$8.4B
PFECLOSED
$7.0B

New Positions (37)

$8.3B · 335K shares
$5.8B · 19K shares
$3.3B · 90K shares
$2.8B · 25K shares
$2.7B · 51K shares
$2.2B · 9K shares
$1.6B · 1K shares
$1.2B · 85K shares
$1.1B · 11K shares
$846.0M · 30K shares
$737.0M · 5K shares
$698.0M · 1K shares
$571.0M · 3K shares
$563.0M · 687 shares
$500.0M · 7K shares
$484.0M · 1K shares
$450.0M · 2K shares
$438.0M · 3K shares
$424.0M · 5K shares
$399.0M · 1K shares
$398.0M · 2K shares
$396.0M · 1K shares
$392.0M · 1K shares
$363.0M · 3K shares
$360.0M · 1K shares
$360.0M · 2K shares
$351.0M · 327 shares
$341.0M · 4K shares
$340.0M · 4K shares
$313.0M · 1K shares
$262.0M · 4K shares
$244.0M · 2K shares
$233.0M · 2K shares
$219.0M · 2K shares
$212.0M · 2K shares
$201.0M · 448 shares
$61.0M · 12K shares

Closed Positions (28)

$89.4B · 1.9M shares
$40.0B · 19.1M shares
$32.9B · 4.0M shares
$7.0B · 276K shares
$6.7B · 50K shares
$4.7B · 282K shares
$3.8B · 150K shares
$3.2B · 70K shares
$2.8B · 120K shares
$1.2B · 12K shares
$1.2B · 43K shares
$994.0M · 45K shares
$895.4M · 15K shares
$433.3M · 2K shares
$420.7M · 7K shares
$420.6M · 3K shares
$296.3M · 5K shares
$296.0M · 2K shares
$250.4M · 4K shares
$241.2M · 60K shares
$235.8M · 6K shares
$234.4M · 9K shares
$227.5M · 4K shares
$188.2M · 545 shares
$145.3M · 8K shares
$72.9M · 15K shares
$36.8M · 2K shares
$23.6M · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services68$314.9B28.9%
Healthcare14$185.2B17.0%
Industrials13$148.4B13.6%
Communication Services6$120.7B11.1%
Technology15$102.5B9.4%
Unknown11$92.1B8.4%
Consumer Cyclical13$81.1B7.4%
Basic Materials7$15.5B1.4%
Consumer Defensive11$11.6B1.1%
Energy9$9.9B0.9%
Real Estate5$6.4B0.6%
Utilities4$2.6B0.2%