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Robert Summers, CFA

Private Management Group Inc

Assets Managed
$3.473B
Holdings
310
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
1.12%(2Q avg: 1.69%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Private Management Group Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 310 positions.

Assets under management

The assets under management (AUM) of Private Management Group Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.473B in assets, with a quarterly growth rate of 1.12% and a 2-quarter average growth rate of 1.69%. The portfolio is managed by Robert Summers, CFA, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPNT
Siriuspoint Ltd
Recent Activity
Decreased -1.86%
2.12%
$73.506M
3.413M shares@ $21.54 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -1.64%
2.06%
$71.354M
148,902 shares@ $479.2 avg price
COLD
Americold Realty Trust Inc
Recent Activity
Increased 1.44%
1.58%
$54.773M
4.78M shares@ $11.46 avg price
VLO
Valero Energy Corp
Recent Activity
Decreased -26.98%
1.56%
$54.153M
219,171 shares@ $247.09 avg price
DAR
Darling Ingredients Inc
Recent Activity
Decreased -14.46%
1.55%
$53.728M
868,680 shares@ $61.85 avg price
VZ
Verizon Communications Inc
Recent Activity
Decreased -6.76%
1.45%
$50.197M
999,941 shares@ $50.2 avg price
SON
Sonoco Products Co
Recent Activity
Decreased -0.81%
1.34%
$46.287M
855,747 shares@ $54.09 avg price
GSBD
Goldman Sachs Bdc Inc
Recent Activity
New Position
1.28%
$44.43M
5.003M shares@ $8.89 avg price
CRC
California Resources Corp
Recent Activity
Decreased -26.16%
1.28%
$44.412M
641,605 shares@ $69.22 avg price
OBDC
Blue Owl Capital Corp
Recent Activity
Increased 76.92%
1.23%
$42.522M
3.845M shares@ $11.07 avg price

1-10 of 310