PRIVATE MANAGEMENT GROUP INC

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Private Management Group is based out of Irvine. Private Management Group is a large advisory firm with 2982 clients and discretionary assets under management (AUM) of $2,928,196,984 (Form ADV from 2021-04-22). Their last reported 13F filing for Q2 2021 included $2,281,606,000 in managed 13F securities and a top 10 holdings concentration of 21.92%. Private Management Group's largest holding is Berkshire Hathaway Inc Class B with shares held of 272,547. Private Management Group has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 90 13F filings, and 140 13G filings

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06/30/2021

13F Activity

  • Market Value $2.282 Billion
  • Prior Market Value $2.186 Billion
  • New Purchases10 stocks
  • Additional Purchases32 stocks
  • Sold out of7 stocks
  • Reduced holdings in84 stocks
  • Top 10 Holdings % 21.92 %
  • Turnover % [1]:11.81%
  • Turnover Alt % [2]: 4.46 %
  • Time Held Top20:12.50 quarters
  • Time Held Top10:10.50 quarters
  • Time Held All:19.28 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.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 2.53%
Performance Last 4 Quarters: 68.91%
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

PRIVATE MANAGEMENT GROUP INC
15635 ALTON PARKWAY SUITE 400
IRVINE CA    92618
Country: United States

Business Phone: 949-752-7500
Fax: 949-752-2299
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 16
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 2982
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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Insider Transactions in the past year

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PRIVATE MANAGEMENT GROUP INC

ownership team - last updated 2021-04-22
Name Title Start Date Direct/Indirect % Ownership
REILAND, DENNIS, ALLEN PRESIDENT 12/01/1985 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC PRESIDENT direct 1985-12-01
SUMMERS, ROBERT, TODD CHIEF FINANCIAL OFFICER 03/01/1996 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC CHIEF FINANCIAL OFFICER direct 1996-03-01
LUCIANO, JOHN, MICHAEL CHIEF COMPLIANCE OFFICER 08/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC CHIEF COMPLIANCE OFFICER direct 2004-08-01
PRIVATE MANAGEMENT GROUP INC VP FINANCE / CCO direct 2004-08-01

PRIVATE MANAGEMENT GROUP INC

ownership team - last updated 2021-03-29
Name Title Start Date Direct/Indirect % Ownership
REILAND, DENNIS, ALLEN PRESIDENT 12/01/1985 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC PRESIDENT direct 1985-12-01
SUMMERS, ROBERT, TODD CHIEF FINANCIAL OFFICER 03/01/1996 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC CHIEF FINANCIAL OFFICER direct 1996-03-01
LUCIANO, JOHN, MICHAEL CHIEF COMPLIANCE OFFICER 08/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC CHIEF COMPLIANCE OFFICER direct 2004-08-01
PRIVATE MANAGEMENT GROUP INC VP FINANCE / CCO direct 2004-08-01
REILAND, DENNIS, ALLEN PRESIDENT 12/01/1985 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC PRESIDENT direct 1985-12-01
SUMMERS, ROBERT, TODD CHIEF FINANCIAL OFFICER 03/01/1996 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC CHIEF FINANCIAL OFFICER direct 1996-03-01
LUCIANO, JOHN, MICHAEL CHIEF COMPLIANCE OFFICER 08/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC CHIEF COMPLIANCE OFFICER direct 2004-08-01
PRIVATE MANAGEMENT GROUP INC VP FINANCE / CCO direct 2004-08-01

PRIVATE MANAGEMENT GROUP INC

ownership team - last updated 2020-06-19
Name Title Start Date Direct/Indirect % Ownership
REILAND, DENNIS, ALLEN PRESIDENT 12/01/1985 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC PRESIDENT direct 1985-12-01
SUMMERS, ROBERT, TODD CHIEF FINANCIAL OFFICER 03/01/1996 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC CHIEF FINANCIAL OFFICER direct 1996-03-01
LUCIANO, JOHN, MICHAEL CHIEF COMPLIANCE OFFICER 08/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC CHIEF COMPLIANCE OFFICER direct 2004-08-01
PRIVATE MANAGEMENT GROUP INC VP FINANCE / CCO direct 2004-08-01

PRIVATE MANAGEMENT GROUP INC

ownership team - last updated 2020-03-25
Name Title Start Date Direct/Indirect % Ownership

PRIVATE MANAGEMENT GROUP INC

ownership team - last updated 2019-10-14
Name Title Start Date Direct/Indirect % Ownership
REILAND, DENNIS, ALLEN PRESIDENT 12/01/1985 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC PRESIDENT direct 1985-12-01
SUMMERS, ROBERT, TODD CHIEF FINANCIAL OFFICER 03/01/1996 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC CHIEF FINANCIAL OFFICER direct 1996-03-01
MUNOZ-REILAND, LORI, MARIE DIRECTOR 11/01/1993 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC DIRECTOR direct 1993-11-01
LUCIANO, JOHN, MICHAEL CHIEF COMPLIANCE OFFICER 08/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC CHIEF COMPLIANCE OFFICER direct 2004-08-01
PRIVATE MANAGEMENT GROUP INC VP FINANCE / CCO direct 2004-08-01

PRIVATE MANAGEMENT GROUP INC

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
REILAND, DENNIS, ALLEN PRESIDENT 12/01/1985 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC PRESIDENT direct 1985-12-01
SUMMERS, ROBERT, TODD CHIEF FINANCIAL OFFICER 03/01/1996 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC CHIEF FINANCIAL OFFICER direct 1996-03-01
MUNOZ-REILAND, LORI, MARIE DIRECTOR 11/01/1993 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC DIRECTOR direct 1993-11-01
LUCIANO, JOHN, MICHAEL CHIEF COMPLIANCE OFFICER 08/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC CHIEF COMPLIANCE OFFICER direct 2004-08-01
PRIVATE MANAGEMENT GROUP INC VP FINANCE / CCO direct 2004-08-01

PRIVATE MANAGEMENT GROUP INC

ownership team - last updated 2018-11-13
Name Title Start Date Direct/Indirect % Ownership
REILAND, DENNIS, ALLEN PRESIDENT 12/01/1985 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC PRESIDENT direct 1985-12-01
SUMMERS, ROBERT, TODD CHIEF FINANCIAL OFFICER 03/01/1996 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC CHIEF FINANCIAL OFFICER direct 1996-03-01
MUNOZ-REILAND, LORI, MARIE DIRECTOR 11/01/1993 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC DIRECTOR direct 1993-11-01
LUCIANO, JOHN, MICHAEL CHIEF COMPLIANCE OFFICER 08/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC CHIEF COMPLIANCE OFFICER direct 2004-08-01
PRIVATE MANAGEMENT GROUP INC VP FINANCE / CCO direct 2004-08-01

PRIVATE MANAGEMENT GROUP INC

ownership team - last updated 2017-09-25
Name Title Start Date Direct/Indirect % Ownership
LUCIANO, JOHN, MICHAEL CHIEF COMPLIANCE OFFICER 08/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC CHIEF COMPLIANCE OFFICER direct 2004-08-01
PRIVATE MANAGEMENT GROUP INC VP FINANCE / CCO direct 2004-08-01
MUNOZ-REILAND, LORI, MARIE DIRECTOR 11/01/1993 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC DIRECTOR direct 1993-11-01
SUMMERS, ROBERT, TODD CHIEF FINANCIAL OFFICER 03/01/1996 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC CHIEF FINANCIAL OFFICER direct 1996-03-01
REILAND, DENNIS, ALLEN PRESIDENT 12/01/1985 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PRIVATE MANAGEMENT GROUP INC PRESIDENT direct 1985-12-01

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