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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 2025 · Filed November 14, 2025 · Accession 0001214659-25-016670

Total Value
$1.12B
Positions
168
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (168)

#IssuerTicker / CUSIPSharesValue% of Filing
1Harrow Inc.HROW1,855,664$89.4M7.99%
2QuinStreet, Inc.QNST4,154,256$64.3M5.74%
3Barrett Business Services068463108987,254$43.8M3.91%
4KKR & Co. Inc. Cl AKKRT313,853$40.8M3.64%
5Ligand PharmaceuticalsLGNZZ227,158$40.2M3.59%
6ECN Capital Corporation26829L10719,050,334$40.0M3.57%
7BGC Group IncBGC4,158,162$39.3M3.51%
8PowerFleet, Inc.AIOT7,354,073$38.5M3.44%
9Target Hospitality Corp.TH4,511,028$38.3M3.42%
10Secure Waste Infrastructure Corp8139211032,631,410$37.5M3.35%
11Motorcar Parts of America, Inc.6200711002,234,301$37.0M3.30%
12Perion Network Ltd.PERI3,751,278$36.0M3.22%
13JP Morgan Chase & Co.VYLD111,493$35.2M3.14%
14Asure Software Inc.ASUR4,013,559$32.9M2.94%
15Information Services Group45675Y1045,630,357$32.4M2.89%
16Lantheus Holdings Inc.LNTH560,664$28.8M2.57%
17Jefferies Financial Group Inc.47233W109418,639$27.4M2.45%
18Astronics CorporationATROB561,257$25.6M2.29%
19International Workplace GroupINTR7,788,425$23.0M2.05%
20Synovus Financial Corp.87161C501391,758$19.2M1.72%
21SmartFinancial Inc.SMBK533,816$19.1M1.70%
22First American Financial Corp.31847R102272,828$17.5M1.57%
23Lakeland Industries Inc.5117951061,169,488$17.3M1.55%
24StoneX Group Inc.SNEX168,375$17.0M1.52%
25ACNB CorporationACNB345,626$15.2M1.36%
26AerSale Corp.ASLE1,644,667$13.5M1.20%
27Raymond James Financial, Inc.75473010956,899$9.8M0.88%
28Tronox Holdings PLCTROX2,391,482$9.6M0.86%
29Alphabet Inc. Cl AGOOG39,506$9.6M0.86%
30Palantir Technologies Inc.PLTR46,296$8.4M0.75%
31Matthews International A577128101338,331$8.2M0.73%
32International Business Machines Corp.INTR28,475$8.0M0.72%
33Constellation Brands, Inc. Class ASTZ50,000$6.7M0.60%
34Hometrust Bancshares IncHTB159,606$6.5M0.58%
35Standard & Poor's Depositary ReceiptsSPY9,562$6.4M0.57%
36FB Financial Corporation30257X104112,795$6.3M0.56%
37Pfizer Inc.PFE240,000$6.1M0.55%
38Alphabet Inc. Cl CGOOG24,297$5.9M0.53%
39Pioneer BancorpPBFS365,453$4.8M0.43%
40Vivid Seats Inc.SEATW282,233$4.7M0.42%
41WisdomTree US Mid-Cap Div FundWT87,082$4.6M0.41%
42Vanguard Dividend Appreciation Indx ETF92190884420,949$4.5M0.40%
43ProShares S&P 500 Dividend Aristocrats74348A46743,267$4.5M0.40%
44Microsoft CorpMSFT8,589$4.4M0.40%
45PayPal Holdings, Inc.PYPL65,000$4.4M0.39%
46Apple, Inc.AAPL16,950$4.3M0.39%
47Saba Closed-End Funds ETF30151E806174,922$4.0M0.36%
48Keurig Dr Pepper Inc.KDP150,000$3.8M0.34%
49First Northwest BancorpFNWB430,616$3.4M0.30%
50WisdomTree Equity Premium Income FundWT101,542$3.4M0.30%
51iShares Core S&P 5004642872004,959$3.3M0.30%
52iShares Core S&P Mid Cap ETF46428750748,655$3.2M0.28%
53Molson Coors Beverage Company Class BTAP-A70,000$3.2M0.28%
54Amazon.comAMZN13,094$2.9M0.26%
55Coterra Energy Inc.CTRA120,000$2.8M0.25%
56Target Corp.TGT29,801$2.7M0.24%
57Pfizer, Inc.PFE103,800$2.6M0.24%
58Chevron CorporationCVX15,932$2.5M0.22%
59Campbell Soup Co.CPB69,000$2.2M0.19%
60Custom Truck One SourceCTOS330,000$2.1M0.19%
61Peabody Energy CorpBTU77,588$2.1M0.18%
62Utilities Select Sector SPDR81369Y88622,983$2.0M0.18%
63Helmerich & PayneHP87,600$1.9M0.17%
64Phillips 66PSX13,401$1.8M0.16%
65Peabody Energy CorporationBTU67,600$1.8M0.16%
66Highland Opportunities & Income FundHFRO-PB105,842$1.8M0.16%
67Target CorporationTGT19,500$1.7M0.16%
68Papa John's International69881310235,600$1.7M0.15%
69Paypal Holdings Inc.PYPL25,450$1.7M0.15%
70Schwab International Equity ETF80852480572,958$1.7M0.15%
71Energy Select Sector SPDR81369Y50618,850$1.7M0.15%
72Quest Diagnostics, Inc.DGX8,700$1.7M0.15%
73Invesco QQQ Trust Series 1IVZ2,759$1.7M0.15%
74Keurig Dr Pepper IncKDP64,500$1.6M0.15%
75Mastercard IncorporatedMA2,866$1.6M0.15%
76Verizon Communications, Inc.VZ36,500$1.6M0.14%
77Qualcomm, Inc.QCOM9,280$1.5M0.14%
78ChemoursCC95,000$1.5M0.13%
79Nutrien Ltd.NTR24,787$1.5M0.13%
80Vanguard Total Bond Market Index ETF92193783518,731$1.4M0.12%
81Direxion NASDAQ-100 Equal Weighted ETF25459Y20713,631$1.4M0.12%
82FirstEnergy Corp.FE29,627$1.4M0.12%
83Invesco S&P 100 Equal Weight ETFIVZ11,488$1.3M0.12%
84Range ResourcesRRC34,500$1.3M0.12%
85Nvidia CorporationNVDA6,816$1.3M0.11%
86Direxion Financial Bull 3X Shs25459Y6947,000$1.2M0.11%
87ProShares UltraPro QQQ74347X83111,500$1.2M0.11%
88Home Depot Inc.HD2,916$1.2M0.11%
89Brown-Forman Corporation Class BBF-B43,000$1.2M0.10%
90Harrow, Inc.HROW22,500$1.1M0.10%
91CF Industries Holdings Inc.12526910012,045$1.1M0.10%
92Tractor Supply Co.TSCO18,700$1.1M0.09%
93Molson Coors Brewing CompanyTAP-A23,200$1.0M0.09%
94Vanguard Growth Indx Fd ETF9229087362,176$1.0M0.09%
95JM Smucker Company8326964059,300$1.0M0.09%
96Meta Platforms, Inc.META1,369$1.0M0.09%
97Helmerich & Payne, Inc.HP45,000$994,0500.09%
98Chemours Co.CC61,500$974,1600.09%
99Pfizer Inc.PFE35,500$904,5400.08%
100TotalEnergies SE Sponsored ADRTTE15,000$895,3500.08%
101Vanguard High Dividend Yield Index Fd ETF9219464066,197$873,5270.08%
102Clorox Co.CLX6,400$789,1200.07%
103Southern Co.SOMN8,122$769,7050.07%
104Vanguard FTSE All World Ex US ETF92204277510,247$731,3230.07%
105iShares Russell 2000 Index ETF4642876552,884$697,8130.06%
106Thermo Fisher Scientific Inc.TMO1,396$677,0880.06%
107Vanguard S&P 500 Indx Fd ETF9229083631,007$616,5710.06%
108iShares Core S&P Small Cap ETF4642878045,046$599,6010.05%
109Walmart, Inc.WMT5,757$593,3110.05%
110Vanguard Index Fund ETF9229087691,729$567,2980.05%
111Dow Jones Indl Average SPDR ETF78467X1091,200$556,4880.05%
112Vanguard Intermediate Term Corp. Bond ETF92206C8706,230$524,0150.05%
113Zebra TechnologiesZBRA1,725$512,6010.05%
114Pepsico, Inc.PEP3,520$494,3490.04%
115Healthcare Select Sector SPDR81369Y2093,534$491,8290.04%
116Exxon Mobil Corp.XOM4,276$482,1480.04%
117Berkshire Hathaway Inc. Cl BBRK-A936$470,5650.04%
118Bank of America Corp.0605051048,953$461,8980.04%
119Lockheed Martin Corp.LMT878$438,3280.04%
120Public Storage REITPSA-PS1,500$433,2750.04%
121Financials Select Sector SPDR81369Y6058,023$432,2050.04%
122Honeywell International Inc.4385161062,046$430,6990.04%
123Waste Management94106L1091,925$425,0490.04%
124LendingTree Inc.TREE6,500$420,7450.04%
125Paychex, Inc.PAYX3,318$420,6260.04%
126iShares Core MSCI Emerging Markets46434G1036,307$415,7380.04%
127iShares Core MSCI Total Int'l Stock ETF46432F8344,831$398,9750.04%
128Blackrock Inc.BLK325$378,6050.03%
129S&P Regional Banking SPDR78464A6985,500$348,1500.03%
130Abbvie Inc.ABBV1,491$345,1840.03%
131Diamedica Therapeutics IncDMAC50,000$343,5000.03%
132Duke Energy Corp.DUKB2,737$338,7540.03%
133iShares Core Dividend Growth ETF46434V6214,870$331,5720.03%
134Total Energies SETTE4,964$296,3010.03%
135Extra Space Storage Inc REITEXR2,100$295,9740.03%
136Schwab Strategic Tr Emerging Mkts Eqty ETF8085247068,707$290,5640.03%
137Broadcom Inc.AVGO878$289,5150.03%
138Vanguard Mid-Cap Index Fund922908629972$285,6050.03%
139Accenture PLCACN1,132$279,1510.02%
140Vanguard FTSE Emerging Markets ETF9220428585,064$274,3480.02%
141Technology Sector SPDR81369Y803940$264,9480.02%
142iShares Core MSCI EAFE ETF46432F8423,022$263,8530.02%
143iShares Russell 1000 Index Fund ETF464287622708$258,9240.02%
144Visa Inc.V734$250,5890.02%
145Shell PLC Spon ADSRYDAF3,500$250,3550.02%
146iShares US Pharmaceuticals ETF4642888363,425$248,5180.02%
147National Storage Affiliates REITNSA-PB8,000$241,7600.02%
148Tronox Holdings PlcTROX60,000$241,2000.02%
149Johnson & JohnsonJNJ1,296$240,2210.02%
150First Trust NASDAQ CyberSecurity ETF33734X8463,135$238,2910.02%
151CubeSmartCUBE5,800$235,8280.02%
152Kraft Heinz CompanyKHC9,000$234,3600.02%
153SPDR S&P MidCap 400 ETF TrustMDY385$229,4720.02%
154JP Morgan Chase Fin'l Co LLC AlerianVYLD7,772$229,4320.02%
155iShares Bitcoin Trust ETFIBIT3,500$227,5000.02%
156Direxion Daily Small Cap Bull 3X Shs25459W8475,000$226,2000.02%
157Amphenol Corp-Cl A0320951011,800$222,7500.02%
158Royce Micro Cap Closed FundRMT21,415$222,5020.02%
159Constellation Brands Inc.STZ1,472$198,2340.02%
160UnitedHealth GroupUNH545$188,2030.02%
161Westrock CoffeeWEST30,000$145,8000.01%
162Rocket Companies, Inc. Class A77311W1017,500$145,3500.01%
163Asure Software, Inc.ASUR13,400$109,8800.01%
164SPDR Dow Jones Industrial Average ETF Trust78467X109200$92,7480.01%
165Westrock Coffee CompanyWEST15,000$72,9000.01%
166iShares Russell 2000 ETF464287655200$48,3920.00%
167Rocket Companies Inc.77311W1011,900$36,8220.00%
168Coterra Energy IncCTRA1,000$23,6500.00%