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Sovereign's Capital Management, LLC 13F holdings, Q1 2025

Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →

Sovereign's Capital Management, LLC disclosed 80 US equity positions worth $168.1m in its Q1 2025 13F filing. The largest position was SMCI at 3.9% of the reported book, followed by LOPE and EEFT. Against the Q4 2024 filing, it opened 0 new positions, added to 38 and reduced 11 among the top 50 holdings.

← Q4 2024 · Q2 2025 →

What did Sovereign's Capital Management, LLC own in Q1 2025? Top 50 positions

#StockSectorWeightValueSharesΔ sharesvs Q4 2024
1 SMCI SUPER MICRO COMPUTER INC Technology 3.9%$6.5m190,483 7% added
2 LOPE GRAND CANYON ED INC Consumer Defensive 3.3%$5.6m32,202 1% added
3 EEFT EURONET WORLDWIDE INC Technology 2.8%$4.7m44,119 1% added
4 PRI PRIMERICA INC Financial Services 2.8%$4.7m16,540 6% added
5 PAYC PAYCOM SOFTWARE INC Technology 2.8%$4.7m21,390 6% added
6 CBRE CBRE GROUP INC Real Estate 2.7%$4.5m34,715 31% added
7 ALKT ALKAMI TECHNOLOGY INC Technology 2.7%$4.5m170,991 47% added
8 RPAY REPAY HLDGS CORP Technology 2.6%$4.4m795,494 38% added
9 AFG AMERICAN FINL GROUP INC OHIO Financial Services 2.6%$4.4m33,703 7% added
10 COKE COCA COLA CONS INC Consumer Defensive 2.6%$4.4m3,254 1% added
11 MOH MOLINA HEALTHCARE INC Healthcare 2.6%$4.4m13,307 2% added
12 PCTY PAYLOCITY HLDG CORP Technology 2.5%$4.2m22,453 6% added
13 PGR PROGRESSIVE CORP Financial Services 2.4%$4.1m14,510 -9% reduced
14 NSP INSPERITY INC Industrials 2.4%$4.1m45,593 -11% reduced
15 BDX BECTON DICKINSON & CO Healthcare 2.2%$3.7m16,232 6% added
16 AJG GALLAGHER ARTHUR J & CO Financial Services 2.2%$3.7m10,733 -2% reduced
17 FISV FISERV INC 2.2%$3.6m16,476 -3% reduced
18 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 2.1%$3.5m149,517 174% added
19 VST VISTRA CORP Utilities 2.0%$3.4m29,107 346% added
20 NTAP NETAPP INC Technology 2.0%$3.3m37,633 866% added
21 QCOM QUALCOMM INC Technology 2.0%$3.3m21,374 6% added
22 GSHD GOOSEHEAD INS INC 1.9%$3.2m27,460 -3% reduced
23 LCII LCI INDS Consumer Cyclical 1.9%$3.2m36,355 19% added
24 RJF RAYMOND JAMES FINL INC Financial Services 1.9%$3.2m22,690 6% added
25 DAVA ENDAVA PLC Technology 1.8%$3.0m152,998 8% added
26 TSN TYSON FOODS INC Consumer Defensive 1.6%$2.7m41,738 9% added
27 RPC P10 INC 1.6%$2.7m225,575 8% added
28 AM6 AMICUS THERAPEUTICS INC 1.5%$2.5m310,361 4% added
29 NHC NATIONAL HEALTHCARE CORP Healthcare 1.4%$2.4m25,536 4% added
30 CSCO CISCO SYS INC Technology 1.4%$2.3m38,058 6% added
31 TFIN TRIUMPH FINANCIAL INC 1.4%$2.3m40,516 478% added
32 ANET ARISTA NETWORKS INC Technology 1.3%$2.2m27,944 26% added
33 TRIN TRINITY CAP INC 1.3%$2.1m140,268 -6% reduced
34 UPS UNITED PARCEL SERVICE INC Industrials 1.1%$1.9m17,096 8% added
35 RMD RESMED INC Healthcare 1.0%$1.8m7,836 48% added
36 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 1.0%$1.7m22,947 -12% reduced
37 LECO LINCOLN ELEC HLDGS INC Industrials 1.0%$1.7m9,135 -3% reduced
38 DIOD DIODES INC Technology 1.0%$1.7m39,662 -1% reduced
39 INTC INTEL CORP Technology 1.0%$1.7m75,261 101% added
40 CSWC CAPITAL SOUTHWEST CORP 0.9%$1.6m70,370 4% added
41 ADV ADVANTAGE SOLUTIONS INC 0.9%$1.6m1,027,395 15% added
42 OPCH OPTION CARE HEALTH INC Healthcare 0.9%$1.5m43,171 -41% reduced
43 QRVO QORVO INC Technology 0.9%$1.5m20,666 0% held
44 APG API GROUP CORP Industrials 0.8%$1.4m39,873 3% added
45 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 0.8%$1.3m10,788 -16% reduced
46 DVN DEVON ENERGY CORP NEW Energy 0.8%$1.3m34,347 14% added
47 ARMK ARAMARK Industrials 0.8%$1.3m36,674 1% added
48 MLR MILLER INDS INC TENN 0.7%$1.2m28,910 67% added
49 HRB BLOCK H & R INC Consumer Cyclical 0.7%$1.2m21,703 36% added
50 APA APA CORPORATION Energy 0.7%$1.2m56,250 15% added

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.