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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 Q4 2024 · Filed February 14, 2025 · Accession 0001214659-25-002811

Total Value
$954.0M
Positions
145
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (145)

#IssuerTicker / CUSIPSharesValue% of Filing
1QuinStreet, Inc.QNST4,062,514$93.7M9.82%
2Harrow Inc.HROW1,694,983$56.9M5.96%
3Barrett Business Services0684631081,153,734$50.1M5.25%
4Target Hospitality Corp.TH5,008,208$48.4M5.07%
5PowerFleet, Inc.AIOT6,832,443$45.5M4.77%
6Lantheus Holdings Inc.LNTH500,293$44.8M4.69%
7KKR & Co. Inc. Cl AKKRT294,484$43.6M4.57%
8ECN Capital Corporation26829L10718,755,686$41.5M4.34%
9Jefferies Financial Group Inc.47233W109516,020$40.5M4.24%
10Asure Software Inc.ASUR3,719,099$35.0M3.67%
11BGC Group IncBGC3,162,387$28.7M3.00%
12JP Morgan Chase & Co.VYLD114,003$27.3M2.86%
13Lakeland Industries Inc.5117951061,007,391$25.7M2.70%
14Vivid Seats Inc.SEATW5,056,509$23.4M2.45%
15Everi Holdings, Inc.EVEX-WT1,699,004$23.0M2.41%
16Perion Network Ltd.PERI2,538,474$21.5M2.25%
17Motorcar Parts of America, Inc.6200711002,519,355$19.1M2.01%
18StoneX Group Inc.SNEX191,401$18.8M1.97%
19Information Services Group45675Y1045,595,376$18.7M1.96%
20Secure Waste Infrastructure Corp8139211031,596,300$18.0M1.89%
21Tronox Holdings PLCTROX1,716,414$17.3M1.81%
22SmartFinancial Inc.SMBK522,676$16.2M1.70%
23Synovus Financial Corp.87161C501284,335$14.6M1.53%
24Ligand PharmaceuticalsLGNZZ133,690$14.3M1.50%
25AerSale Corp.ASLE1,591,278$10.0M1.05%
26Raymond James Financial, Inc.75473010958,850$9.1M0.96%
27Visteon Corp.VC89,857$8.0M0.84%
28Alphabet Inc. Cl AGOOG35,343$6.7M0.70%
29Standard & Poor's Depositary ReceiptsSPY9,519$5.6M0.58%
30First Northwest BancorpFNWB541,866$5.5M0.58%
31Alphabet Inc. Cl CGOOG24,823$4.7M0.50%
32Palantir Technologies Inc.PLTR60,211$4.6M0.48%
33Apple, Inc.AAPL18,173$4.6M0.48%
34ProShares S&P 500 Dividend Aristocrats74348A46744,897$4.5M0.47%
35Vanguard Dividend Appreciation Indx ETF92190884421,427$4.2M0.44%
36WisdomTree US Mid-Cap Div FundWT77,031$3.9M0.41%
37Shore Bancshares IncSHBI239,255$3.8M0.40%
38Planet Fitness, Inc. Class APLNT35,000$3.5M0.36%
39Microsoft CorpMSFT7,281$3.1M0.32%
40International Business Machines Corp.INTR12,577$2.8M0.29%
41iShares Core S&P Mid Cap ETF46428750743,150$2.7M0.28%
42Chevron CorporationCVX18,319$2.7M0.28%
43iShares Core S&P 5004642872004,321$2.5M0.27%
44Pfizer Inc.PFE95,000$2.5M0.26%
45Utilities Select Sector SPDR81369Y88628,568$2.2M0.23%
46WisdomTree CBOE S&P 500 PutWrite StrategyWT62,578$2.1M0.22%
47Compass Minerals International, Inc.COMP183,000$2.1M0.22%
48Pfizer, Inc.PFE76,176$2.0M0.21%
49Amazon.comAMZN7,853$1.7M0.18%
50Energy Select Sector SPDR81369Y50618,962$1.6M0.17%
51Intel CorporationINTC80,000$1.6M0.17%
52Paypal Holdings Inc.PYPL18,700$1.6M0.17%
53Quest Diagnostics, Inc.DGX10,400$1.6M0.16%
54Mastercard IncorporatedMA2,940$1.5M0.16%
55Peabody Energy CorporationBTU73,400$1.5M0.16%
56International Workplace GroupINTR734,011$1.5M0.16%
57Phillips 66PSX13,146$1.5M0.16%
58Target Corp.TGT10,826$1.5M0.15%
59Schwab International Equity ETF80852480572,491$1.3M0.14%
60Vivid Seats Inc.SEATW287,500$1.3M0.14%
61iShares Core US Aggregate Bond ETF46428722613,243$1.3M0.13%
62Clorox Co.CLX7,900$1.3M0.13%
63Southern States BancsharesSOMN38,307$1.3M0.13%
64Invesco QQQ Trust Series 1IVZ2,492$1.3M0.13%
65National Fuel Gas Co.NFG20,800$1.3M0.13%
66Helmerich & PayneHP39,000$1.2M0.13%
67Home Depot Inc.HD3,028$1.2M0.12%
68Nutrien Ltd.NTR25,137$1.1M0.12%
69Campbell Soup Co.CPB26,300$1.1M0.12%
70H&E Equipment Services Inc40403010820,500$1.0M0.11%
71Peabody Energy CorporationBTU47,500$994,6500.10%
72Pfizer Inc.PFE35,500$941,8150.10%
73FirstEnergy Corp.FE23,527$935,8840.10%
74Meta Platforms, Inc.META1,557$911,6630.10%
75Keurig Dr Pepper IncKDP28,000$899,3600.09%
76Molson Coors Brewing CompanyTAP-A15,500$888,4600.09%
77Saba Closed-End Funds ETF30151E80639,637$849,0250.09%
78Highland Opportunities & Income FundHFRO-PB50,500$833,2500.09%
79Direxion Financial Bull 3X Shs25459Y6945,500$830,3900.09%
80TotalEnergies SE Sponsored ADRTTE15,000$817,5000.09%
81Range ResourcesRRC22,500$809,5500.08%
82Invesco S&P 100 Equal Weight ETFIVZ7,767$794,4000.08%
83CF Industries Holdings Inc.1252691009,241$788,4170.08%
84Tractor Supply Co.TSCO14,200$753,4520.08%
85Highland Opportunities & Income FundHFRO-PB141,000$731,7900.08%
86Thermo Fisher Scientific Inc.TMO1,396$726,2410.08%
87Southern Co.SOMN8,122$668,5880.07%
88Zebra TechnologiesZBRA1,725$666,2300.07%
89Shell PLC Spon ADSRYDAF10,500$657,8250.07%
90Compass Minerals International, Inc.COMP58,000$652,5000.07%
91American Electric Power0255371016,750$622,5530.07%
92Qualcomm, Inc.QCOM4,005$615,2410.06%
93Vanguard FTSE All World Ex US ETF92204277510,563$606,4190.06%
94Tronox Holdings PlcTROX60,000$604,2000.06%
95JM Smucker Company8326964055,038$554,7850.06%
96Vanguard Intermediate Term Corp. Bond ETF92206C8706,714$538,9350.06%
97Dow Jones Indl Average SPDR ETF78467X1091,200$510,6000.05%
98Walmart, Inc.WMT5,587$504,7760.05%
99Healthcare Select Sector SPDR81369Y2093,614$497,1410.05%
100Vanguard High Dividend Yield Index Fd ETF9219464063,750$478,4270.05%
101Honeywell International Inc.4385161062,046$462,1880.05%
102Vanguard S&P 500 Indx Fd ETF922908363855$460,9430.05%
103Lantheus Holdings IncLNTH5,000$447,3000.05%
104Exxon Mobil Corp.XOM4,095$440,5270.05%
105iShares Russell 2000 Index ETF4642876551,987$439,0480.05%
106Lockheed Martin Corp.LMT880$427,4790.04%
107Financials Select Sector SPDR81369Y6058,830$426,7430.04%
108Waste Management94106L1092,111$425,8980.04%
109Direxion NASDAQ-100 Equal Weighted ETF25459Y2074,493$403,3070.04%
110Accenture PLCACN1,132$398,2260.04%
111Bank of America Corp.0605051049,000$395,5300.04%
112Peabody Energy CorporationBTU17,500$366,4500.04%
113Imax CorporationIMAX13,495$345,4720.04%
114iShares Core MSCI Emerging Markets46434G1036,561$342,6160.04%
115Blackrock Inc.BLK325$332,8940.03%
116Broadcom Inc.AVGO1,420$329,2370.03%
117Vanguard Index Fund ETF9229087691,089$315,6030.03%
118Technology Sector SPDR81369Y8031,300$302,2760.03%
119The Trade Desk Inc.88339J1052,542$298,7610.03%
120Duke Energy Corp.DUKB2,737$294,9280.03%
121Target Hospitality Corp.TH30,000$289,9500.03%
122Nvidia CorporationNVDA2,070$277,9800.03%
123Costco Wholesale Corporation22160K105298$273,4150.03%
124Abbvie Inc.ABBV1,507$267,7650.03%
125RealReal Inc.88339P10124,000$262,3200.03%
126Vanguard Growth Indx Fd ETF922908736630$258,5770.03%
127UnitedHealth GroupUNH469$237,1920.02%
128iShares Core MSCI Total Int'l Stock ETF46432F8343,571$236,2160.02%
129Visa Inc.V747$235,9830.02%
130JP Morgan Chase Fin'l Co LLC AlerianVYLD7,835$231,2020.02%
131iShares Russell 1000 Index Fund ETF464287622708$228,2340.02%
132Schwab Strategic Tr Emerging Mkts Eqty ETF8085247068,566$228,1040.02%
133Adobe Systems Inc.ADBE503$223,6740.02%
134SPDR S&P MidCap 400 ETF TrustMDY385$219,2880.02%
135Total Energies SETTE3,964$216,0380.02%
136iShares Core S&P Small Cap ETF4642878041,821$209,7870.02%
137Intel CorporationINTC10,200$204,5100.02%
138ChemoursCC10,000$169,0000.02%
139Information Services Group45675Y10450,000$167,0000.02%
140BGC Group, IncBGC10,000$90,6000.01%
141Dow Jones Indl Average SPDR ETF78467X109200$85,1000.01%
142AerSale CorporationASLE10,000$63,0000.01%
143iShares Russell 2000 Index ETF464287655200$44,1920.00%
144Revance Therapeutics, Inc.76133010910,000$30,4000.00%
145Perion Network LtdPERI900$7,6230.00%