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Chad Atkins

@Private Capital Management, Llc

Latest period2024 - Q3ReportedManaged Assets$932.964MTotal holdings126
Assets growth rate8.5%Assets growth rate (2-Q avg)2.37%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Private Capital Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 126 positions.

Assets under management

The assets under management (AUM) of Private Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 932.964M in assets, with a quarterly growth rate of 8.5% and a 2-quarter average growth rate of 2.37%. The portfolio is managed by Chad Atkins, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BUSEFirst Busey Corp.
Recent Activity
Exited
0%
$9.408M
388,610 shares@ $24.22 avg price
SRIStoneridge, Inc.
Recent Activity
Exited
0%
$1.144M
71,685 shares@ $15.97 avg price
WBAWalgreens Boots Alliance, Inc.
Recent Activity
Exited
0%
$1.028M↑ Call
85,000 shares@ $12.1 avg price
IBEXIbex Ltd
Recent Activity
Exited
0%
$868,316
53,666 shares@ $16.19 avg price
PEPPepsico, Inc.
Recent Activity
Exited
0%
$781,669
4,739 shares@ $164.95 avg price
NEENextera Energy Inc.
Recent Activity
Exited
0%
$577,220
8,152 shares@ $70.81 avg price
NEMNewmont Corporation
Recent Activity
Exited
0%
$502,440
12,000 shares@ $41.87 avg price
BRK.BBerkshire Hathaway Inc. Cl B
Recent Activity
Exited
0%
$429,988
1,057 shares@ $406.81 avg price
MMM3m Company
Recent Activity
Exited
0%
$257,416
2,519 shares@ $102.19 avg price
BLKBlackrock Inc.
Recent Activity
Exited
0%
$255,674
325 shares@ $786.69 avg price