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Sovereign's Capital Management, LLC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1911637) · Explore on the interactive board

Sovereign's Capital Management, LLC disclosed 70 US equity positions worth $149.8m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is MOH at 6.3% of the reported book, followed by RPAY, NSP. The top ten holdings are 39.9% of the book, and the portfolio behaves like about 37 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 7, reduced 62 and exited 6. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$149.8mreported US equity book
70positions
6.3%largest position
39.9%top 10 weight
37.18effective positions (1/HHI)
2quarters on file since Q1 2026

What does Sovereign's Capital Management, LLC own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 7 added, 62 reduced, 6 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 MOH MOLINA HEALTHCARE INC Healthcare 6.3%$9.4m41,014 -1% reduced
2 RPAY REPAY HLDGS CORP Technology 4.7%$7.1m1,692,881 117% added
3 NSP INSPERITY INC Industrials 4.5%$6.7m162,788 -2% reduced
4 VST VISTRA CORP Utilities 4.0%$6.0m37,896 -1% reduced
5 ALKT ALKAMI TECHNOLOGY INC Technology 3.9%$5.8m321,766 -2% reduced
6 PAYC PAYCOM SOFTWARE INC Technology 3.6%$5.4m42,938 -2% reduced
7 FISV FISERV INC 3.4%$5.1m102,982 -1% reduced
8 EEFT EURONET WORLDWIDE INC Technology 3.3%$4.9m67,518 -1% reduced
9 LOPE GRAND CANYON ED INC Consumer Defensive 3.2%$4.7m33,116 -2% reduced
10 PRI PRIMERICA INC Financial Services 3.1%$4.6m16,214 -1% reduced
11 OPCH OPTION CARE HEALTH INC Healthcare 2.9%$4.3m204,566 138% added
12 PGR PROGRESSIVE CORP Financial Services 2.8%$4.2m19,250 34% added
13 SPSC SPS COMM INC Technology 2.6%$4.0m69,184 -1% reduced
14 UPS UNITED PARCEL SVCS INC Industrials 2.6%$3.9m35,834 -1% reduced
15 LCII LCI INDS Consumer Cyclical 2.5%$3.7m35,310 29% added
16 AJG GALLAGHER ARTHUR J & CO Financial Services 2.4%$3.6m15,809 -1% reduced
17 AFG AMERICAN FINANCIAL GROUP INC Financial Services 2.3%$3.5m24,925 -15% reduced
18 ANET ARISTA NETWORKS INC Technology 2.3%$3.5m20,538 -1% reduced
19 CSCO CISCO SYS INC Technology 2.2%$3.3m28,320 -1% reduced
20 USPH U S PHYSICAL THERAPY Healthcare 2.0%$3.1m44,514 -1% reduced
21 TFIN TRIUMPH FINANCIAL INC 2.0%$3.0m39,250 -1% reduced
22 PCTY PAYLOCITY HLDG CORP Technology 1.9%$2.9m27,345 -1% reduced
23 RJF RAYMOND JAMES FINL INC Financial Services 1.8%$2.7m17,976 -1% reduced
24 CBRE CBRE GROUP INC Real Estate 1.8%$2.7m19,964 -1% reduced
25 TRIN TRINITY CAP INC 1.7%$2.5m138,896 0% held
26 FRMI FERMI INC Real Estate 1.6%$2.4m262,185 -1% reduced
27 FIS FIDELITY NATL INFORMATION SV Technology 1.5%$2.3m59,333 -1% reduced
28 DIOD DIODES INC Technology 1.4%$2.0m18,561 -2% reduced
29 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 1.3%$2.0m17,382 117% added
30 GEF GREIF INC Consumer Cyclical 1.3%$2.0m26,343 -2% reduced
31 QCOM QUALCOMM INC Technology 1.1%$1.7m9,308 36% added
32 LPLA LPL FINL HLDGS INC Financial Services 1.0%$1.5m5,278 -1% reduced
33 AZZ AZZ INC Industrials 1.0%$1.5m9,470 -2% reduced
34 COKE COCA COLA CONS INC Consumer Defensive 0.9%$1.4m7,103 -1% reduced
35 WEST WESTROCK COFFEE CO 0.8%$1.3m154,500 -1% reduced
36 NTAP NETAPP INC Technology 0.8%$1.2m7,873 -1% reduced
37 NEE NEXTERA ENERGY INC Utilities 0.8%$1.2m13,520 -2% reduced
38 SFM SPROUTS FMRS MKT INC Consumer Defensive 0.8%$1.2m13,647 -2% reduced
39 NOW SERVICENOW INC Technology 0.7%$1.1m10,812 -1% reduced
40 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 0.7%$1.1m19,851 -75% reduced
41 TSN TYSON FOODS INC Consumer Defensive 0.7%$1.0m17,666 -1% reduced
42 CSW CSW INDUSTRIALS INC Industrials 0.6%$940.7k3,380 -2% reduced
43 HCSG HEALTHCARE SVCS GROUP INC Healthcare 0.6%$882.4k35,930 -31% reduced
44 SCHW SCHWAB CHARLES CORP Financial Services 0.6%$878.1k9,517 -2% reduced
45 SPGI S&P GLOBAL INC Financial Services 0.6%$844.2k2,073 -2% reduced
46 HRB BLOCK H & R INC Consumer Cyclical 0.5%$808.8k21,239 -2% reduced
47 MLR MILLER INDS INC TENN 0.5%$708.3k13,847 -52% reduced
48 JBHT HUNT J B TRANS SVCS INC Industrials 0.5%$677.3k2,340 -2% reduced
49 KFRC KFORCE INC Industrials 0.4%$617.7k13,165 -3% reduced
50 USFD US FOODS HLDG CORP Consumer Defensive 0.4%$612.2k5,987 -2% reduced

What did Sovereign's Capital Management, LLC sell? Positions exited since the previous filing

StockPrior weightPrior value
COLM COLUMBIA SPORTSWEAR CO23.0%$778.5k
APA APA CORPORATION22.1%$747.2k
DVN DEVON ENERGY CORP NEW18.4%$622.8k
FANG DIAMONDBACK ENERGY INC17.2%$581.1k
QRVO QORVO INC12.9%$437.6k
RMD RESMED INC6.3%$214.4k

Sector mix

SectorWeight
Technology31.1%
Financial Services15.3%
Industrials12.8%
Healthcare12.0%
Consumer Defensive6.3%
Consumer Cyclical5.4%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202670$149.8m
Q1 202676$135.9m

How concentrated is Sovereign's Capital Management, LLC's portfolio?

Across every quarter Sovereign's Capital Management, LLC has filed, its median largest position is 5.3% of the book and its median top-ten weight is 38.5%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 6.0 completed holding spells, the median lasted 1.0 quarters; 70.0 positions are still open and their final length is unknown.