HolderBook

Philadelphia Financial Management of San Francisco, LLC

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1351407
Reported value
$495.8M
Positions
45
Top 10 weight
50.3%
Filed
2026-08-14
Days after quarter end
45

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
ISHARES TR OPTIWM$75.1Moptions only15.15%-newOPTIONS
STATE STR SPDR S&P 500 ETF T OPTSPY$56.0Moptions only11.30%-newOPTIONS
U S GOLD CORPUSAU$17.6M1,145,5463.54%-0.72pp6q+18.1%+$2.7M
WILLIS LEASE FIN CORPWLFC$16.6M72,7633.36%-newNEW
HARTFORD INSURANCE GROUP INCHIG$15.7M118,7003.17%-newNEW
CORECIVIC INCCXW$14.6M479,2352.94%-newNEW
FTAI AVIATION LTDFTAI$14.5M53,4192.91%-newNEW
GEO GROUP INCGEO$14.3M484,1002.89%-newNEW
AMERICAN INTL GROUP INCAIG$13.2M176,4492.65%-0.94pp3q+6.9%+$853.3K
LEGACY HOUSING CORPLEGH$11.9M454,4252.41%-0.05pp3q+9.5%+$1.0M
GALLAGHER ARTHUR J & COAJG$11.4M49,5002.29%+0.22pp2q+50.0%+$3.8M
LGI HOMES INCLGIH$11.2M175,1752.25%-newNEW
AXIS CAP HLDGS LTDAXS$10.7M99,5642.16%-2.19pp2q-32.7%-$5.2M
CHUBB LIMITEDCB$10.3M30,3002.08%-newNEW
EQUITABLE HLDGS INCEQH$9.9M226,0302.00%-newNEW
WABASH NATL CORPWNC$9.8M726,8471.98%-newNEW
ATLANTICUS HOLDINGS CORPATLC$9.2M89,5971.85%-newNEW
GATX CORPGATX$8.9M50,5001.80%-0.71pp5q-0.6%-$55.1K
CUSTOMERS BANCORP INCCUBI$8.9M112,1431.79%-0.70pp5q-9.6%-$945.8K
FAIR ISAAC CORPFICO$8.8M7,3401.77%-newNEW
ASP ISOTOPES INCASPI$8.4M1,343,0071.68%+0.86pp2q+107.1%+$4.3M
MIAMI INTL HLDGS INCMIAX$8.3M223,7151.68%-newNEW
FIRSTCASH HOLDINGS INCFCFS$8.0M37,1001.62%-newNEW
HAMILTON INSURANCE GROUP LTDHG$8.0M234,4481.60%-0.32pp7q+5.0%+$378.7K
STATE STR CORPSTT$7.9M46,5501.59%-newNEW
ARES MANAGEMENT CORPORATIONARES$7.8M70,5001.58%-newNEW
PAYPAY CORPPAYP$7.4M515,1211.49%-newNEW
EVERCORE INCEVR$7.2M21,1911.46%-newNEW
FIGURE TECHNOLOGY SOLUTIOFIGR$7.2M233,9001.45%-newNEW
MERCURY GENL CORP NEWMCY$6.7M63,2001.36%-newNEW
HANOVER INS GROUP INCTHG$6.6M31,0401.34%-newNEW
CHAMPION HOMES INCSKY$6.3M71,1021.26%-newNEW
TRIUMPH FINANCIAL INCTFIN$6.2M81,7811.26%-0.65pp2q-26.0%-$2.2M
JEFFERSON CAPITAL INCJCAP$6.2M316,8531.24%-newNEW
MORGAN STANLEYMS$5.9M28,4001.20%-newNEW
ENOVA INTL INCENVA$5.9M24,3551.18%-newNEW
BARCLAYS PLCBCS$5.6M207,0001.12%-newNEW
WEBULL CORPBULL$5.5M850,5001.12%-newNEW
CAVCO INDS INC DELCVCO$5.4M8,8101.09%-1.13pp2q-44.4%-$4.3M
CAMECO CORPCCJ$4.6M45,3000.93%-newNEW
FERMI INCFRMI$3.9M425,0000.79%-newNEW
ACV AUCTIONS INCACVA$3.7M511,9000.74%-newNEW
SKYLINE BLDRS GROUP HLDG LTDKAZR$3.2M1,037,2860.65%+0.06pp4q+57.1%+$1.2M
DOMINARI HOLDINGS INCDOMH$1.1M358,1830.23%-newNEW
NEW FORTRESS ENERGY INCNFE$217.9K600,0000.04%-0.06pp7qHELD

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Insurance 18.7%Banks & Lending 11.5%Funds & ETFs 11.3%Construction & Building 10.5%Capital Markets 7.3%Business Services 6.9%Mining & Metals 4.5%Real Estate 3.7%Wholesale & Distribution 3.4%Autos & Aerospace 2.0%Transport & Logistics 1.8%Chemicals 1.7%Other sectors 1.7%Not classified 15.2%
 
SectorValueShare
Insurance$92.5M18.7%
Banks & Lending$56.9M11.5%
Funds & ETFs$56.0M11.3%
Construction & Building$52.3M10.5%
Capital Markets$36.0M7.3%
Business Services$34.3M6.9%
Mining & Metals$22.2M4.5%
Real Estate$18.5M3.7%
Wholesale & Distribution$16.6M3.4%
Autos & Aerospace$9.8M2.0%
Transport & Logistics$8.9M1.8%
Chemicals$8.4M1.7%
Other sectors$8.2M1.7%
Not classified$75.1M15.2%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$495.8M4532753050.3%45
Q1 2026$345.5M43255123842.8%44
Q4 2025$931.8M56299152851.1%48
Q3 2025$892.4M55298142545.5%45
Q2 2025$850.8M512811122152.3%45
Q1 2025$510.5M44263142042.5%45
Q4 2024$706.5M38171172755.1%45
Q3 2024$630.1M48248141650.1%45
Q2 2024$570.5M40181392148.9%45
Q1 2024$585.4M43198151142.2%44
Q4 2023$565.3M3517991259.9%45
Q3 2023$392.7M3014882149.0%45
Q2 2023$365.6M37234101146.4%45
Q1 2023$269.0M2513651758.4%45
Q4 2022$312.9M29170121753.8%45
Q3 2022$287.5M29121071952.2%45
Q2 2022$340.4M36151371549.4%46
Q1 2022$310.9M36171081543.9%46
Q4 2021$289.3M3418691758.1%45
Q3 2021$314.4M33121061958.5%46
Q2 2021$334.7M40161492044.4%47
Q1 2021$330.3M44237124044.5%47
Q4 2020$385.8M613213161640.5%47
Q3 2020$270.3M45257111544.9%47
Q2 2020$216.2M35151192157.5%45
Q1 2020$390.0M4123991641.9%45
Q4 2019$485.8M34101591944.7%45
Q3 2019$450.8M431910131940.0%45
Q2 2019$569.5M432010111945.0%45
Q1 2019$594.0M42208131944.3%45
Q4 2018$535.2M41000039.5%45

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.