Arkolith/Funds/Private Management Group Inc

Private Management Group Inc

CIK 1142031
Holdings as of Mar 31, 2026·disclosed May 8, 2026·~38-day 13F lag·13F-HR
Active Filer

Private Management Group Inc holds a diversified book of 310 stocks worth $3.5B as of Q1 2026 (disclosed May 8, 2026, a ~45-day 13F lag). This quarter they opened Goldman Sachs BDC Inc and trimmed Siriuspoint Ltd. Their largest long position is Siriuspoint Ltd at 2% of the equity book.

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Use Arkolith to show PRIVATE MANAGEMENT GROUP INC's latest
holdings, largest changes, and filing provenance.
Opened
14
new positions
Added to
76
existing
Trimmed
128
reduced
Sold out
12
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
9%
Top 10 holdings
15%
Top 20 holdings
27%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

91% mapped to company sectors

Financials
22%
Real Estate
12%
Industrials
12%
ETF / fund or unclassified
9%
Consumer Discretionary
8%
Communication Services
7%
Health Care
7%
Consumer Staples
7%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

310 positions
#SecurityValueShares% PortLast moveHistory
1Siriuspoint Ltd
COM
$73.5M3.41M
2.1%
−1.9%
Reduced · −65K sh
2Berkshire Hathaway Inc Del
CL B NEW
$71.4M148.9K
2.1%
−1.6%
Reduced · −2K sh
3Americold Realty Trust Inc
COM
$54.8M4.78M
1.6%
+1.4%
Added · +68K sh
4Valero Energy Corp
COM
$54.2M219.2K
1.6%
−27%
Reduced · −81K sh
5Darling Ingredients Inc
COM
$53.7M868.7K
1.5%
−14%
Reduced · −147K sh
6Verizon Communications Inc
COM
$50.2M999.9K
1.4%
−6.8%
Reduced · −73K sh
7Sonoco Prods Co
COM
$46.3M855.7K
1.3%
−0.8%
Reduced · −7K sh
8Goldman Sachs BDC Inc
SHS
$44.4M5.00M
1.3%
New
New position
9California Res Corp
COM STOCK
$44.4M641.6K
1.3%
−26%
Reduced · −227K sh
10Blue Owl Capital Corporation
COM
$42.5M3.84M
1.2%
+77%
Added · +1.7M sh
11Seaboard Corp Del
COM
$42.5M7.5K
1.2%
−23%
Reduced · −2K sh
12Comcast Corp New
CL A
$42.3M1.47M
1.2%
+1.7%
Added · +24K sh
13Oaktree Specialty Lending
COM
$42.1M3.72M
1.2%
+14%
Added · +462K sh
14State STR Corp
COM
$41.9M331.3K
1.2%
−9.9%
Reduced · −37K sh
15Albertsons Cos Inc
COMMON STOCK
$40.9M2.40M
1.2%
−0.2%
Reduced · −4K sh
16Flagstar Bank National Assoc
COM NEW
$40.8M3.10M
1.2%
−0.5%
Reduced · −14K sh
17Keurig DR Pepper Inc
COM
$40.2M1.53M
1.2%
+0.5%
Added · +7K sh
18Algonquin Power & Utilities
COM
$39.1M6.36M
1.1%
−1.1%
Reduced · −71K sh
19LKQ Corp
COM
$38.8M1.32M
1.1%
+0.5%
Added · +6K sh
20Bank New York Mellon Corp
COM
$37.6M317.2K
1.1%
−9.5%
Reduced · −33K sh
21Warner Bros Discovery Inc
COM SER A
$37.2M1.35M
1.1%
−50%
Reduced · −1.4M sh
22Digitalbridge Group Inc
CL A NEW
$36.4M2.36M
1.0%
−4.5%
Reduced · −111K sh
23Barings BDC Inc
COM
$35.4M4.30M
1.0%
+14%
Added · +535K sh
24Prospect Cap Corp
COM
$35.3M13.54M
1.0%
+320%
Added · +10.3M sh
25Ugi Corp New
COM
$34.8M954.4K
1.0%
−0.7%
Reduced · −6K sh
26Prosperity Bancshares Inc
COM
$34.5M513.4K
1.0%
+10%
Added · +47K sh
27Vornado Rlty TR
SH BEN INT
$33.9M1.30M
1.0%
+36%
Added · +344K sh
28Park Hotels & Resorts Inc
COM
$33.5M3.18M
1.0%
−0.1%
Reduced · −2K sh
29Carlyle Group Inc
COM
$33.5M691.4K
1.0%
+4.1%
Added · +27K sh
30Ambev Sa
SPONSORED ADR
$33.0M11.30M
0.9%
−25%
Reduced · −3.8M sh
31PBF Energy Inc
CL A
$32.8M688.2K
0.9%
−40%
Reduced · −467K sh
32BGC Group Inc
CL A
$32.5M3.32M
0.9%
+0.7%
Added · +23K sh
33JPMorgan Chase & Co
COM
$32.3M109.7K
0.9%
−12%
Reduced · −15K sh
34Global PMTS Inc
COM
$32.2M478.9K
0.9%
+14%
Added · +60K sh
35Advance Auto Parts Inc
COM
$31.8M603.7K
0.9%
+18%
Added · +92K sh
36Siriusxm Holdings Inc
COMMON STOCK
$31.2M1.35M
0.9%
+0.5%
Added · +6K sh
37Jefferies Financial Group In
COM
$31.2M756.1K
0.9%
+15%
Added · +98K sh
38O-I Glass Inc
COM
$30.4M2.89M
0.9%
+4.2%
Added · +118K sh
39Nice Ltd
SPONSORED ADR
$30.1M273.0K
0.9%
~0%
Reduced · −107 sh
40Brookfield Corp
CL A LTD VT SH
$30.1M742.6K
0.9%
−0.7%
Reduced · −5K sh
41Sprinklr Inc
CL A
$29.5M4.92M
0.9%
+104%
Added · +2.5M sh
42Federal Rlty Invt TR New
SH BEN INT NEW
$29.4M277.0K
0.8%
−0.4%
Reduced · −1K sh
43Brookfield Business Corp
CL A EXC SUB VTG
$29.1M921.2K
0.8%
−10%
Reduced · −106K sh
44Umh Pptys Inc
COM
$28.0M1.94M
0.8%
+5.2%
Added · +95K sh
45Cable One Inc
COM
$27.8M304.4K
0.8%
−5.0%
Reduced · −16K sh
46Arcos Dorados Hldgs Inc
SHS CLASS -A -
$27.7M3.36M
0.8%
−0.7%
Reduced · −22K sh
47Brightspire Capital Inc
COM CL A
$27.1M4.84M
0.8%
−0.3%
Reduced · −17K sh
48Piedmont Realty Trust Inc
COM CL A
$26.9M4.10M
0.8%
+8.6%
Added · +325K sh
49Organon & Co
COMMON STOCK
$26.2M4.37M
0.8%
+0.6%
Added · +27K sh
50Cannae Hldgs Inc
COM
$26.2M2.30M
0.8%
+26%
Added · +482K sh
Showing 50 of 310 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 8, 2026310$3.5B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026310$3.4B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025295$3.4B13F-HR
Q2 2025Jun 30, 2025Nov 7, 2025279$3.1B13F-HR/A
Q1 2025Mar 31, 2025Nov 7, 2025217$2.8B13F-HR/A
Q4 2024Dec 31, 2024Nov 7, 2025212$2.8B13F-HR/A
Q3 2024Sep 30, 2024Nov 7, 2025212$2.8B13F-HR/A
Q2 2024Jun 30, 2024Aug 6, 2024207$2.6B13F-HR
Q1 2024Mar 31, 2024May 8, 2024204$2.6B13F-HR
Q4 2023Dec 31, 2023Feb 2, 2024203$2.6B13F-HR
Q3 2023Sep 30, 2023Oct 30, 2023190$2.4B13F-HR
Q2 2023Jun 30, 2023Aug 7, 2023191$2.4B13F-HR
Q1 2023Mar 31, 2023May 8, 2023185$2.2B13F-HR
Q4 2022Dec 31, 2022Feb 3, 2023184$2.3B13F-HR
Q3 2022Sep 30, 2022Feb 7, 2023178$2.1B13F-HR/A
Q2 2022Jun 30, 2022Aug 5, 2022176$2.3B13F-HR
Q1 2022Mar 31, 2022May 6, 2022159$2.5B13F-HR
Q4 2021Dec 31, 2021Feb 8, 2022161$2.5B13F-HR
Amended / restated
  • Q2 2025 · filed Aug 12, 202513F-HR · superseded
  • Q1 2025 · filed May 7, 202513F-HR · superseded
  • Q4 2024 · filed Jan 27, 202513F-HR · superseded
  • Q3 2024 · filed Oct 29, 202413F-HR · superseded
  • Q3 2022 · filed Feb 6, 202313F-HR/A · superseded
  • Q3 2022 · filed Nov 8, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.