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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 Q1 2025 · Filed May 15, 2025 · Accession 0001214659-25-007857

Total Value
$913.6M
Positions
150
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (150)

#IssuerTicker / CUSIPSharesValue% of Filing
1QuinStreet, Inc.QNST4,083,846$72.7M7.96%
2Lantheus Holdings Inc.LNTH524,450$51.1M5.59%
3Harrow Inc.HROW1,890,627$50.2M5.49%
4Barrett Business Services0684631081,145,929$47.0M5.15%
5PowerFleet, Inc.AIOT6,745,713$36.9M4.04%
6BGC Group IncBGC3,998,857$36.6M4.01%
7Asure Software Inc.ASUR3,797,112$36.2M3.96%
8KKR & Co. Inc. Cl AKKRT302,847$34.9M3.82%
9ECN Capital Corporation26829L10718,832,006$34.2M3.74%
10Target Hospitality Corp.TH5,053,243$33.2M3.63%
11JP Morgan Chase & Co.VYLD113,952$28.0M3.06%
12Perion Network Ltd.PERI3,078,139$25.0M2.74%
13Secure Waste Infrastructure Corp8139211032,291,510$24.9M2.73%
14Motorcar Parts of America, Inc.6200711002,501,546$23.7M2.59%
15Information Services Group45675Y1045,869,240$22.9M2.51%
16Jefferies Financial Group Inc.47233W109398,459$21.3M2.33%
17StoneX Group Inc.SNEX278,818$21.2M2.33%
18Lakeland Industries Inc.511795106996,873$20.2M2.21%
19International Workplace GroupINTR7,271,825$17.4M1.91%
20Tronox Holdings PLCTROX2,461,840$17.3M1.89%
21SmartFinancial Inc.SMBK517,891$16.1M1.76%
22Ligand PharmaceuticalsLGNZZ148,125$15.5M1.70%
23Vivid Seats Inc.SEATW5,258,129$15.5M1.70%
24Synovus Financial Corp.87161C501292,090$13.6M1.49%
25AerSale Corp.ASLE1,656,742$12.4M1.35%
26ACNB CorporationACNB271,596$11.2M1.22%
27Astronics CorporationATROB402,958$9.7M1.06%
28Raymond James Financial, Inc.75473010958,494$8.1M0.89%
29Alphabet Inc. Cl AGOOG38,355$5.9M0.65%
30First Northwest BancorpFNWB540,216$5.5M0.60%
31Standard & Poor's Depositary ReceiptsSPY9,617$5.4M0.59%
32Palantir Technologies Inc.PLTR60,911$5.1M0.56%
33Southern States BancsharesSOMN142,354$5.1M0.55%
34Everi Holdings, Inc.EVEX-WT347,625$4.7M0.52%
35ProShares S&P 500 Dividend Aristocrats74348A46742,151$4.3M0.47%
36Vanguard Dividend Appreciation Indx ETF92190884422,038$4.3M0.47%
37Apple, Inc.AAPL17,985$4.0M0.44%
38WisdomTree US Mid-Cap Div FundWT80,663$4.0M0.44%
39Alphabet Inc. Cl CGOOG24,837$3.9M0.42%
40Microsoft CorpMSFT10,086$3.8M0.41%
41Pfizer Inc.PFE125,000$3.2M0.35%
42International Business Machines Corp.INTR12,482$3.1M0.34%
43Pioneer BancorpPBFS259,904$3.0M0.33%
44iShares Core S&P 5004642872005,354$3.0M0.33%
45WisdomTree CBOE S&P 500 PutWrite StrategyWT87,399$2.7M0.30%
46Chevron CorporationCVX15,895$2.7M0.29%
47Saba Closed-End Funds ETF30151E806122,719$2.6M0.29%
48iShares Core S&P Mid Cap ETF46428750743,829$2.6M0.28%
49Amazon.comAMZN12,451$2.4M0.26%
50Utilities Select Sector SPDR81369Y88628,215$2.2M0.24%
51Hometrust Bancshares IncHTB58,804$2.0M0.22%
52Pfizer, Inc.PFE76,484$1.9M0.21%
53Peabody Energy CorporationBTU137,600$1.9M0.20%
54Energy Select Sector SPDR81369Y50618,868$1.8M0.19%
55Quest Diagnostics, Inc.DGX10,400$1.8M0.19%
56Target Corp.TGT15,876$1.7M0.18%
57Phillips 66PSX13,197$1.6M0.18%
58Highland Opportunities & Income FundHFRO-PB100,292$1.6M0.17%
59Mastercard IncorporatedMA2,866$1.6M0.17%
60Helmerich & PayneHP59,000$1.5M0.17%
61QuinStreet, Inc.QNST85,000$1.5M0.17%
62Peabody Energy CorpBTU109,788$1.5M0.16%
63Direxion Daily Small Cap Bull 3x Shares25459W84750,000$1.5M0.16%
64Schwab International Equity ETF80852480573,865$1.5M0.16%
65Campbell Soup Co.CPB36,300$1.4M0.16%
66FirstEnergy Corp.FE35,127$1.4M0.16%
67Alphabet Inc. Class CGOOG8,500$1.3M0.15%
68Alphabet Inc. Class AGOOG8,500$1.3M0.14%
69Clorox Co.CLX8,900$1.3M0.14%
70Nutrien Ltd.NTR24,787$1.2M0.13%
71Paypal Holdings Inc.PYPL18,700$1.2M0.13%
72Keurig Dr Pepper IncKDP33,900$1.2M0.13%
73Harrow, Inc.HROW43,500$1.2M0.13%
74Invesco QQQ Trust Series 1IVZ2,406$1.1M0.12%
75Vanguard Total Bond Market Indx ETF92193783515,092$1.1M0.12%
76Direxion Financial Bull 3X Shs25459Y6947,000$1.1M0.12%
77Home Depot Inc.HD2,919$1.1M0.12%
78JM Smucker Company8326964058,300$982,8030.11%
79TotalEnergies SE Sponsored ADRTTE15,000$970,3500.11%
80Lantheus Holdings IncLNTH9,800$956,4800.10%
81Invesco S&P 100 Equal Weight ETFIVZ9,094$937,5020.10%
82Pfizer Inc.PFE35,500$899,5700.10%
83CF Industries Holdings Inc.12526910011,442$894,2100.10%
84National Fuel Gas Co.NFG10,900$863,1710.09%
85Direxion NASDAQ-100 Equal Weighted ETF25459Y2079,374$817,2910.09%
86Nvidia CorporationNVDA7,476$810,2490.09%
87Meta Platforms, Inc.META1,367$787,9120.09%
88iShares Russell 2000 Index ETF4642876553,937$785,3920.09%
89Tractor Supply Co.TSCO14,200$782,4200.09%
90Shell PLC Spon ADSRYDAF10,500$769,4400.08%
91Southern Co.SOMN8,122$746,8010.08%
92Peabody Energy CorporationBTU55,000$745,2500.08%
93American Electric Power0255371016,750$737,5730.08%
94Target CorporationTGT7,000$730,5200.08%
95Target CorporationTGT7,000$730,5200.08%
96Thermo Fisher Scientific Inc.TMO1,396$694,6500.08%
97Vanguard High Dividend Yield Index Fd ETF9219464065,242$676,0410.07%
98Qualcomm, Inc.QCOM4,305$661,2840.07%
99Vanguard FTSE All World Ex US ETF92204277510,590$642,3880.07%
100Vanguard Intermediate Term Corp. Bond ETF92206C8707,259$593,5010.06%
101Compass Minerals International, Inc.COMP59,500$552,7550.06%
102Healthcare Select Sector SPDR81369Y2093,569$521,1290.06%
103Walmart, Inc.WMT5,772$506,7380.06%
104Exxon Mobil Corp.XOM4,237$503,9370.06%
105Dow Jones Indl Average SPDR ETF78467X1091,200$503,8560.06%
106Vanguard Growth Indx Fd ETF9229087361,324$490,9660.05%
107Waste Management94106L1092,111$488,6250.05%
108Zebra TechnologiesZBRA1,725$487,4160.05%
109Honeywell International Inc.4385161062,046$433,2560.05%
110Vanguard S&P 500 Indx Fd ETF922908363836$429,4620.05%
111Range ResourcesRRC10,500$419,2650.05%
112Financials Select Sector SPDR81369Y6058,216$409,2480.04%
113Compass Minerals International, Inc.COMP42,500$394,8250.04%
114Lockheed Martin Corp.LMT878$392,1290.04%
115iShares Core S&P Small Cap ETF4642878043,639$380,5040.04%
116Bank of America Corp.0605051048,952$373,5740.04%
117FTIS Enhanced Liquid Income Offshore Fund15146E102356,543$356,5430.04%
118iShares Core MSCI Emerging Markets46434G1036,561$354,0980.04%
119Accenture PLCACN1,132$353,2290.04%
120ProShares UltraPro QQQ74347X8316,000$343,8000.04%
121Duke Energy Corp.DUKB2,737$333,8810.04%
122Abbvie Inc.ABBV1,507$315,7410.03%
123S&P Regional Banking SPDR78464A6985,500$312,6750.03%
124Blackrock Inc.BLK325$307,3600.03%
125Vanguard Index Fund ETF9229087691,089$299,3010.03%
126iShares Core MSCI Total Int'l Stock ETF46432F8344,253$296,9330.03%
127SPDR Dow Jones Industrial Average ETF Trust78467X109700$293,9160.03%
128Pepsico, Inc.PEP1,805$270,6420.03%
129Total Energies SETTE4,164$269,3690.03%
130Visa Inc.V741$259,6270.03%
131JP Morgan Chase Fin'l Co LLC AlerianVYLD7,909$256,8950.03%
132Vanguard Mid-Cap Index Fund922908629969$250,6030.03%
133iShares Core Dividend Growth ETF46434V6214,012$247,8550.03%
134iShares US Pharmaceuticals ETF4642888363,425$241,6680.03%
135Schwab Strategic Tr Emerging Mkts Eqty ETF8085247068,326$229,5390.03%
136Technology Sector SPDR81369Y8031,110$229,1930.03%
137Berkshire Hathaway Inc. Cl BBRK-A414$220,4880.02%
138iShares Core MSCI EAFE ETF46432F8422,883$218,0990.02%
139Vanguard FTSE Emerging Markets ETF9220428584,804$217,4240.02%
140iShares Russell 1000 Index Fund ETF464287622708$217,3100.02%
141Johnson & JohnsonJNJ1,293$214,3670.02%
142iShares Core US Aggregate Bond ETF4642872262,077$205,4520.02%
143SPDR S&P MidCap 400 ETF TrustMDY385$205,3900.02%
144UnitedHealth GroupUNH391$204,9680.02%
145Information Services Group, Inc.45675Y10450,000$195,5000.02%
146ChemoursCC14,000$189,4200.02%
147RealReal Inc.88339P10122,500$121,2750.01%
148Vivid Seats Inc. Class ASEATW40,000$118,4000.01%
149iShares Russell 2000 ETF464287655400$79,7960.01%
150Compass Minerals International, Inc.COMP3,300$30,6570.00%