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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Private Capital Management, LLC

Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001214659-24-019161

Total Value
$933.0M
Positions
138
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (138)

#IssuerTicker / CUSIPSharesValue% of Filing
1Harrow Inc.HROW2,163,681$97.3M10.43%
2QuinStreet, Inc.QNST4,093,749$78.3M8.39%
3Lantheus Holdings Inc.LNTH517,418$56.8M6.09%
4KKR & Co. Inc. Cl AKKRT338,847$44.2M4.74%
5Barrett Business Services0684631081,172,899$44.0M4.72%
6Target Hospitality Corp.TH5,119,737$39.8M4.27%
7Jefferies Financial Group Inc.47233W109582,025$35.8M3.84%
8PowerFleet, Inc.AIOT6,787,583$33.9M3.64%
9Asure Software Inc.ASUR3,746,498$33.9M3.63%
10Everi Holdings, Inc.EVEX-WT2,379,175$31.3M3.35%
11ECN Capital Corporation26829L10718,368,601$30.2M3.24%
12BGC Group IncBGC2,719,660$25.0M2.68%
13StoneX Group Inc.SNEX296,393$24.3M2.60%
14JP Morgan Chase & Co.VYLD115,003$24.2M2.60%
15Lakeland Industries Inc.5117951061,003,299$20.2M2.16%
16Motorcar Parts of America, Inc.6200711002,635,155$19.5M2.09%
17Perion Network Ltd.PERI2,387,800$18.8M2.02%
18Information Services Group45675Y1045,582,413$18.4M1.97%
19Tronox Holdings PLCTROX1,161,304$17.0M1.82%
20SmartFinancial Inc.SMBK557,745$16.3M1.74%
21Secure Energy Services Inc.81373C1021,580,095$14.3M1.53%
22Synovus Financial Corp.87161C501305,844$13.6M1.46%
23Ligand PharmaceuticalsLGNZZ133,880$13.4M1.44%
24Vivid Seats Inc.SEATW3,564,025$13.2M1.41%
25Visteon Corp.VC118,839$11.3M1.21%
26AerSale Corp.ASLE1,872,395$9.5M1.01%
27Alphabet Inc. Cl AGOOG44,343$7.4M0.79%
28Raymond James Financial, Inc.75473010959,885$7.3M0.79%
29First Northwest BancorpFNWB679,002$7.3M0.78%
30Standard & Poor's Depositary ReceiptsSPY9,492$5.4M0.58%
31GE Vernova Inc.GEV20,000$5.1M0.55%
32ProShares S&P 500 Dividend Aristocrats74348A46747,004$5.0M0.54%
33Imax CorporationIMAX234,105$4.8M0.51%
34Vanguard Dividend Appreciation Indx ETF92190884421,663$4.3M0.46%
35Apple, Inc.AAPL18,133$4.2M0.45%
36Alphabet Inc. Cl CGOOG24,823$4.2M0.44%
37WisdomTree US Mid-Cap Div FundWT79,968$4.1M0.44%
38Shore Bancshares IncSHBI242,097$3.4M0.36%
39International Business Machines Corp.INTR12,577$2.8M0.30%
40Energy Select Sector SPDR Fund81369Y50631,500$2.8M0.30%
41Energy Select Sector SPDR Fund81369Y50631,500$2.8M0.30%
42Utilities Select Sector SPDR81369Y88634,208$2.8M0.30%
43Microsoft CorpMSFT6,386$2.7M0.29%
44Chevron CorporationCVX18,588$2.7M0.29%
45iShares Core S&P Mid Cap ETF46428750741,916$2.6M0.28%
46iShares Core S&P 5004642872004,382$2.5M0.27%
47Palantir Technologies Inc.PLTR60,291$2.2M0.24%
48Pfizer Inc.PFE72,968$2.1M0.23%
49Campbell Soup Co.CPB40,000$2.0M0.21%
50Energy Select Sector SPDR Fund81369Y50619,234$1.7M0.18%
51Alphabet Inc. Class AGOOG10,000$1.7M0.18%
52WisdomTree CBOE S&P 500 PutWrite StrategyWT48,589$1.6M0.17%
53Schwab International Equity ETF80852480539,040$1.6M0.17%
54Amazon.comAMZN7,853$1.5M0.16%
55Paypal Holdings Inc.PYPL18,700$1.5M0.16%
56Mastercard IncorporatedMA2,940$1.5M0.16%
57Quest Diagnostics, Inc.DGX8,700$1.4M0.14%
58iShares Core US Aggregate Bond ETF46428722613,103$1.3M0.14%
59Clorox Co.CLX7,900$1.3M0.14%
60H&E Equipment Services Inc40403010826,400$1.3M0.14%
61Home Depot Inc.HD3,038$1.2M0.13%
62Compass Minerals International, Inc.COMP100,500$1.2M0.13%
63National Fuel Gas Co.NFG19,500$1.2M0.13%
64Molson Coors Beverage Company Class BTAP-A20,500$1.2M0.13%
65Phillips 66PSX8,794$1.2M0.12%
66Molson Coors Beverage Company Class BTAP-A20,000$1.2M0.12%
67Nutrien Ltd.NTR23,737$1.1M0.12%
68Total Energies SETTE17,264$1.1M0.12%
69Helmerich & PayneHP36,000$1.1M0.12%
70Pfizer Inc.PFE35,500$1.0M0.11%
71Invesco QQQ Trust Series 1IVZ1,975$964,0380.10%
72Peabody Energy CorpBTU35,900$952,7860.10%
73Invesco S&P 100 Equal Weight ETFIVZ8,859$906,4480.10%
74Meta Platforms, Inc.META1,557$891,3080.10%
75Thermo Fisher Scientific Inc.TMO1,396$863,5240.09%
76Tractor Supply Co.TSCO2,840$826,2410.09%
77Intel CorporationINTC35,000$821,1000.09%
78Campbell Soup Co.CPB16,300$800,3300.09%
79CF Industries Holdings Inc.1252691009,239$792,7370.08%
80Southern Co.SOMN8,122$732,4250.08%
81Direxion Financial Bull 3X Shs25459Y6945,500$713,8450.08%
82FirstEnergy Corp.FE15,700$696,2950.07%
83American Electric Power0255371016,750$692,5500.07%
84Shell PLC Spon ADSRYDAF10,500$692,4750.07%
85Healthcare Select Sector SPDR81369Y2094,407$678,8070.07%
86Vanguard FTSE All World Ex US ETF92204277510,533$663,5800.07%
87Range ResourcesRRC21,000$645,9600.07%
88Target Hospitality Corp.TH82,500$641,8500.07%
89Zebra TechnologiesZBRA1,725$638,8020.07%
90Financials Select Sector SPDR81369Y60513,282$601,9200.06%
91iShares Russell 2000 Index ETF4642876552,477$547,1450.06%
92Vanguard Intermediate Term Corp. Bond ETF92206C8706,422$537,8470.06%
93Keurig Dr Pepper IncKDP14,000$524,7200.06%
94Lockheed Martin Corp.LMT894$522,3480.06%
95Dow Jones Indl Average SPDR ETF78467X1091,200$507,7440.05%
96Vanguard S&P 500 Indx Fd ETF922908363925$488,1050.05%
97Compass Minerals International, Inc.COMP40,000$480,8000.05%
98Exxon Mobil Corp.XOM4,095$480,0460.05%
99JM Smucker Company8326964053,838$464,7820.05%
100Walmart, Inc.WMT5,512$445,0860.05%
101Waste Management94106L1092,111$438,1600.05%
102Highland Opportunities & Income FundHFRO-PB23,134$430,0060.05%
103Vanguard High Dividend Yield Index Fd ETF9219464063,319$425,5590.05%
104Honeywell International Inc.4385161062,046$422,9440.05%
105Accenture PLCACN1,153$407,5620.04%
106Qualcomm, Inc.QCOM2,305$391,9570.04%
107Highland Opportunities & Income FundHFRO-PB59,900$367,1870.04%
108Bank of America Corp.0605051048,999$357,0680.04%
109iShares Core MSCI Emerging Markets46434G1036,180$354,8020.04%
110Direxion NASDAQ-100 Equal Weighted ETF25459Y2073,897$351,5500.04%
111Vanguard Index Fund ETF9229087691,214$343,7560.04%
112Duke Energy Corp.DUKB2,737$315,6230.03%
113Blackrock Inc.BLK325$308,3440.03%
114Abbvie Inc.ABBV1,507$297,5420.03%
115Schwab Strategic Tr Emerging Mkts Eqty ETF80852470610,150$296,1850.03%
116Technology Sector SPDR81369Y8031,300$293,4880.03%
117The Trade Desk Inc.88339J1052,542$278,7300.03%
118UnitedHealth GroupUNH468$273,8090.03%
119Costco Wholesale Corporation22160K105301$267,0720.03%
120Adobe Systems Inc.ADBE503$260,4430.03%
121Vanguard Growth Indx Fd ETF922908736670$257,2330.03%
122iShares Core S&P Small Cap ETF4642878042,196$256,8150.03%
123Nvidia CorporationNVDA2,095$254,4170.03%
124Broadcom Inc.AVGO1,419$244,7510.03%
125iShares Core MSCI Total Int'l Stock ETF46432F8343,254$236,3100.03%
126Vivid Seats Inc.SEATW62,500$231,2500.02%
127iShares Russell 1000 Index Fund ETF464287622708$222,7300.02%
128JP Morgan Chase Fin'l Co LLC AlerianVYLD7,763$220,9470.02%
129SPDR S&P MidCap 400 ETF TrustMDY385$219,3190.02%
130Johnson & JohnsonJNJ1,314$212,8860.02%
131Visa Inc.V755$207,4600.02%
132Russell 3000 Index I Shares464287689607$198,3250.02%
133LYFT IncLYFT12,500$159,3750.02%
134AerSale Corp.ASLE22,500$113,6250.01%
135Dow Jones Indl Average SPDR ETF78467X109200$84,6240.01%
136RealReal Inc.88339P10124,000$75,3600.01%
137Revance Therapeutics, Inc.76133010910,000$51,9000.01%
138iShares Russell 2000 ETF464287655200$44,1780.00%