Private Management Group Inc.
Private Management Group Inc. is an SEC-registered investment adviser headquartered in Irvine, California. The firm was founded in 1986 and has a team of about 18 financial professionals. PMG specializes in personalized portfolio management for individuals, high net worth clients, pension plans, corporations, and charitable organizations. It manages portfolios based on risk and return objectives and has developed a reputation for developing long-term relationships with clients, acting with fiduciary duty, and fee transparency. Co-Presidents Dennis Reiland and Robert Summers lead the firm, supported by Chief Financial Officer and Chief Compliance Officer John Luciano.
Investment Strategy
PMG constructs individualized client portfolios based on input, pursuing absolute returns above a risk-free benchmark and customizing allocations for growth, balanced, and cash flow objectives. Their approach is rooted in fundamental analysis and may encompass a wide array of investments, including but not limited to stocks and bonds. The firm is value-oriented and aims to manage capital professionally, carefully considering the commensurate risks while emphasizing long-term client relationships. PMG charges tiered asset-based fees and manages accounts on a discretionary basis, acting as a fiduciary for its clients.
Latest 13F Filing Activity
Private Management Group Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 271 equity positions with a total 13F market value of $3B. The fund increased holdings in Forward Air Corp., Avantor Inc., JPMorgan Chase & Co. among other positions. Private Management Group Inc. reduced exposure to Patterson Cos Inc., Forward Air Corp., Liberty Broadband Corp. among others.
Top Holdings
Equity Positions (271)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 2.43% | $73.5M | 151,322 | $110.79 | $485.77 | -$4.5M | |
S SPNT | SIRIUSPOINT LTD | 2.38% | $71.9M | 3,524,109 | $7.86 | $20.39 | -$4.0M |
W WBD | WARNER BROS DISCOVERY INC | 2.12% | $64.1M | 5,594,208 | $10.49 | $11.46 | +$4.0M |
V VLO | VALERO ENERGY CORP | 1.66% | $50.1M | 372,529 | $52.63 | $134.42 | +$987.2K |
C CG | CARLYLE GROUP INC | 1.60% | $48.4M | 940,870 | $36.39 | $51.40 | +$9.9M |
Industry Allocation
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