CAPITAL MANAGEMENT CORP

HTTPS://WWW.CMCVA.COM GLEN ALLEN, VA Investment Advisor How do I update this listing?

Capital Management Corp is based out of Glen Allen. Capital Management Corp is a large advisory firm with 179 clients and discretionary assets under management (AUM) of $392,825,979 (Form ADV from 2020-06-30). Their last reported 13F filing for Q2 2020 included $299,638,000 in managed 13F securities and a top 10 holdings concentration of 42.84%. Capital Management Corp's largest holding is B&G Foods, Inc. with shares held of 848,735. Capital Management Corp has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 79 13F filings, and 11 13G filings

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06/30/2020

13F Activity

  • Market Value $299.638 Million
  • Prior Market Value $273.139 Million
  • New Purchases6 stocks
  • Additional Purchases16 stocks
  • Sold out of8 stocks
  • Reduced holdings in35 stocks
  • Top 10 Holdings % 42.84 %
  • Turnover % [1]:20.90%
  • Turnover Alt % [2]: 18.45 %
  • Time Held Top20:7.60 quarters
  • Time Held Top10:2.90 quarters
  • Time Held All:14.96 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 33.49%
Performance Last 4 Quarters: -19.75%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

THE CAPITAL MANAGEMENT CORPORATION
4101 COX ROAD SUITE 110
GLEN ALLEN VA    23060
Country: United States

Business Phone: 804-270-4000
Fax: 804-270-4400
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: VA
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 179
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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THE CAPITAL MANAGEMENT CORPORATION

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
CALL, TIMOTHY, COLIN PRESIDENT, CHIEF INVESTMENT OFFICER 02/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION PORTFOLIO MANAGER direct 2006-02-01
THE CAPITAL MANAGEMENT CORPORATION PRESIDENT, CHIEF INVESTMENT OFFICER direct 2006-02-01
THE CAPITAL MANAGEMENT CORPORATION CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 2006-02-01
LIVESAY, MARK, WOODWARD TREASURER, SECRETARY, VICE PRESIDENT 03/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION PORTFOLIO MANAGER direct 2010-03-01
THE CAPITAL MANAGEMENT CORPORATION TREASURER direct 2010-03-01
THE CAPITAL MANAGEMENT CORPORATION TREASURER, SECRETARY, VICE PRESIDENT direct 2010-03-01
THE CAPITAL MANAGEMENT CORPORATION TRUSTEE indirect 2015-01-01
Simms, Pamela, Catherine CHIEF COMPLIANCE OFFICER, VICE PRESIDENT 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION TRUSTEE indirect 2015-01-01
THE CAPITAL MANAGEMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN ESOP 01/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION ESOP direct 2015-01-01
SHIVELEY, BRADLEY, DALE VICE PRESIDENT 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION VICE PRESIDENT direct 2018-11-01
LIVESAY, MARK, WOODWARD TRUSTEE THE CAPITAL MANAGEMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION PORTFOLIO MANAGER direct 2010-03-01
THE CAPITAL MANAGEMENT CORPORATION TREASURER direct 2010-03-01
THE CAPITAL MANAGEMENT CORPORATION TREASURER, SECRETARY, VICE PRESIDENT direct 2010-03-01
THE CAPITAL MANAGEMENT CORPORATION TRUSTEE indirect 2015-01-01
Simms, Pamela, Catherine TRUSTEE THE CAPITAL MANAGEMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION TRUSTEE indirect 2015-01-01

THE CAPITAL MANAGEMENT CORPORATION

ownership team - last updated 2019-07-18
Name Title Start Date Direct/Indirect % Ownership
CALL, TIMOTHY, COLIN PRESIDENT, CHIEF INVESTMENT OFFICER 02/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION PORTFOLIO MANAGER direct 2006-02-01
THE CAPITAL MANAGEMENT CORPORATION PRESIDENT, CHIEF INVESTMENT OFFICER direct 2006-02-01
THE CAPITAL MANAGEMENT CORPORATION CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 2006-02-01
LIVESAY, MARK, WOODWARD TREASURER, SECRETARY, VICE PRESIDENT 03/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION PORTFOLIO MANAGER direct 2010-03-01
THE CAPITAL MANAGEMENT CORPORATION TREASURER direct 2010-03-01
THE CAPITAL MANAGEMENT CORPORATION TREASURER, SECRETARY, VICE PRESIDENT direct 2010-03-01
THE CAPITAL MANAGEMENT CORPORATION TRUSTEE indirect 2015-01-01
Simms, Pamela, Catherine CHIEF COMPLIANCE OFFICER, VICE PRESIDENT 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION TRUSTEE indirect 2015-01-01
THE CAPITAL MANAGEMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN ESOP 01/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION ESOP direct 2015-01-01
LIVESAY, MARK, WOODWARD TRUSTEE THE CAPITAL MANAGEMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION PORTFOLIO MANAGER direct 2010-03-01
THE CAPITAL MANAGEMENT CORPORATION TREASURER direct 2010-03-01
THE CAPITAL MANAGEMENT CORPORATION TREASURER, SECRETARY, VICE PRESIDENT direct 2010-03-01
THE CAPITAL MANAGEMENT CORPORATION TRUSTEE indirect 2015-01-01
Simms, Pamela, Catherine TRUSTEE THE CAPITAL MANAGEMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION TRUSTEE indirect 2015-01-01

THE CAPITAL MANAGEMENT CORPORATION

ownership team - last updated 2018-06-26
Name Title Start Date Direct/Indirect % Ownership
CALL, TIMOTHY, COLIN PRESIDENT, CHIEF INVESTMENT OFFICER 02/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION PORTFOLIO MANAGER direct 2006-02-01
THE CAPITAL MANAGEMENT CORPORATION PRESIDENT, CHIEF INVESTMENT OFFICER direct 2006-02-01
THE CAPITAL MANAGEMENT CORPORATION CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 2006-02-01
LIVESAY, MARK, WOODWARD TREASURER, SECRETARY, VICE PRESIDENT 03/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION PORTFOLIO MANAGER direct 2010-03-01
THE CAPITAL MANAGEMENT CORPORATION TREASURER direct 2010-03-01
THE CAPITAL MANAGEMENT CORPORATION TREASURER, SECRETARY, VICE PRESIDENT direct 2010-03-01
THE CAPITAL MANAGEMENT CORPORATION TRUSTEE indirect 2015-01-01
Simms, Pamela, Catherine CHIEF COMPLIANCE OFFICER, VICE PRESIDENT 02/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION TRUSTEE indirect 2015-01-01
THE CAPITAL MANAGEMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN ESOP 01/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION ESOP direct 2015-01-01
LIVESAY, MARK, WOODWARD TRUSTEE THE CAPITAL MANAGEMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION PORTFOLIO MANAGER direct 2010-03-01
THE CAPITAL MANAGEMENT CORPORATION TREASURER direct 2010-03-01
THE CAPITAL MANAGEMENT CORPORATION TREASURER, SECRETARY, VICE PRESIDENT direct 2010-03-01
THE CAPITAL MANAGEMENT CORPORATION TRUSTEE indirect 2015-01-01
Simms, Pamela, Catherine TRUSTEE THE CAPITAL MANAGEMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 01/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
THE CAPITAL MANAGEMENT CORPORATION TRUSTEE indirect 2015-01-01

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