Philadelphia Financial Management of San Francisco, LLC: 13F holdings
CIK 13514072026Q2
| Positions | 45 |
|---|---|
| Reported value | $495.8m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| U S GOLD CORP | 1,145,546 | $17.6m | 3.5% |
| WILLIS LEASE FIN CORP | 72,763 | $16.6m | 3.4% |
| HIG HARTFORD INSURANCE GROUP INC | 118,700 | $15.7m | 3.2% |
| CXW CORECIVIC INC | 479,235 | $14.6m | 2.9% |
| FTAI FTAI AVIATION LTD | 53,419 | $14.5m | 2.9% |
| GEO GEO GROUP INC | 484,100 | $14.3m | 2.9% |
| AIG AMERICAN INTL GROUP INC | 176,449 | $13.2m | 2.7% |
| LEGACY HOUSING CORP | 454,425 | $11.9m | 2.4% |
| AJG GALLAGHER ARTHUR J & CO | 49,500 | $11.4m | 2.3% |
| LGIH LGI HOMES INC | 175,175 | $11.2m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1351407")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.