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Private Capital
Portfolio: Top Holdings & Stock Picks

Private Capital Management, LLC

Value Investing

Private Capital (Private Capital Management, LLC) disclosed 168 total holdings in its latest 13F filing dated 2025-09-30, with a portfolio value of $1.12 B billion and a turnover rate of 6.8%.

Portfolio Value
$1.12 B
Total Holdings
168
Latest Filing
Q3 2025
Nov 14, 2025
Turnover Rate
6.84%

Private Capital Top Holdings of 2025-09-30

Ticker Name Shares Value % of Portfolio Time Held % Change
1.86 M $89.41 M 7.99% 3.3 Years -4.61%
4.15 M $64.27 M 5.74% >10 Years 0.00%
987,254 $43.76 M 3.91% 5.3 Years -13.97%
KKR
313,853 $40.79 M 3.64% 7.3 Years -0.76%
227,158 $40.24 M 3.59% 1.3 Years -0.91%
19.05 M $40.01 M 3.57% 6.5 Years -0.18%
BGC
4.16 M $39.34 M 3.51% 2 Years +0.28%
7.35 M $38.54 M 3.44% 5.3 Years +9.06%
TH
4.51 M $38.25 M 3.42% 6.5 Years -7.02%
N/A
SECURE WASTE INFRASTRUCTURE
2.63 M $37.52 M 3.35% 0.75 Years -0.40%

Recent Moves

Significant New Position
+338,331 Shares | +$8.21 M Value
Continues to build a major stake in the Industrials sector
Q3 2025
Added to Core Holding
+158,714 Shares | +$7.24 M Value
Modest increase in Industrials
Q3 2025
Reduced Exposure to Position
-80,863 Shares | -$8.16 M Value
Reduced exposure to Financials
Q3 2025
Complete Exit
-17,000 Shares | -$341,530 Value
Cleared CMP, sector remains in portfolio
Q3 2025

Private Capital's Historical Top Holdings Breakdown

Portfolio Date:

Private Capital Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
09/30/2025 New Buy 338,331 338,331 $8.21 M
09/30/2025 Reduce -32.4% 168,375 -80,863 $8.16 M
09/30/2025 Add 39.4% 561,257 158,714 $7.24 M
09/30/2025 Reduce -14.0% 987,254 -160,255 $7.1 M
FBK
09/30/2025 New Buy 112,795 112,795 $6.29 M
N/A
SOUTHERN STATES BANCSHARES
09/30/2025 Sold Out 143,044 -143,044 $5.2 M
09/30/2025 Add 16.8% 3.75 M 538,375 $5.17 M
09/30/2025 Reduce -4.6% 1.86 M -89,697 $4.32 M
09/30/2025 Add 9.1% 7.35 M 610,660 $3.2 M
PEP
09/30/2025 Reduce -86.5% 3,520 -22,540 $3.17 M

Private Capital's Sector Breakdowns

Portfolio Date:

About Private Capital

Private Capital, in the context of public market data, generally refers to investments made by private equity firms, venture capital funds, or similar private investment vehicles. These firms raise capital from institutional investors and high-net-worth individuals to invest in non-public companies or to conduct leveraged buyouts of public companies. Their public filings often reveal their stakes in publicly traded entities.

Frequently Asked Questions

As of 2025-09-30, Private Capital holds 147 stocks. Top positions include HROW, QNST, BBSI, KKR, LGND. For full portfolio details, please visit Private Capital’s portfolio.

In Q3 2025, Private Capital’s largest purchase by dollar amount was MATW. For complete transaction details, please visit Private Capital’s portfolio.

According to the 13F filing for Q3 2025, Private Capital increased their stake in ATRO.

Private Capital’s firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.