Jonathan Covin
@Petrus Trust Company, Lta
Latest period2024 - Q3ReportedManaged Assets$1.026BTotal holdings536
Assets growth rate-4.21%Assets growth rate (2-Q avg)-3.69%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Petrus Trust Company, Lta's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 536 positions.
Assets under management
The assets under management (AUM) of Petrus Trust Company, Lta over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.026B in assets, with a quarterly growth rate of -4.21% and a 2-quarter average growth rate of -3.69%. The portfolio is managed by Jonathan Covin, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CPAYCorpay Inc
| 6.64% | $68.092M 217,713 shares@ $312.77 avg price | Decreased -9.28% |
CRMSalesforce Inc
| 6.04% | $61.873M 226,053 shares@ $273.72 avg price | Decreased -4.13% |
UNHUnitedhealth Group Inc
| 4.56% | $46.774M 80,000 shares@ $584.68 avg price | Decreased -29.7% |
AZOAutozone Inc
| 4.48% | $45.943M 14,585 shares@ $3150.04 avg price | Decreased -6.08% |
AONAon Plc
| 4.3% | $44.114M 127,500 shares@ $345.99 avg price | Decreased -10.81% |
MAMastercard Incorporated
| 3.85% | $39.455M 79,900 shares@ $493.8 avg price | Decreased -6.92% |
GOOGAlphabet Inc
| 3.16% | $32.409M 193,846 shares@ $167.2 avg price | Decreased -13.34% |
PGRProgressive Corp
| 2.48% | $25.376M 100,000 shares@ $253.76 avg price | Decreased -14.35% |
MSCIMsci Inc
| 2.46% | $25.234M 43,288 shares@ $582.94 avg price | Decreased -0.21% |
PRMFFPerimeter Solutions Sa
| 2.09% | $21.403M 1.591M shares@ $13.46 avg price | Decreased -40.76% |