StockDriftsStockDriftsTop 42 Philadelphia Financial Management of San Francisco, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AXS | AXIS CAP HLDGS LTD | 4.81% | 148.0K | $15.0M | new | $72.62(+34.52%) | 2026-03-31 | |
| TH | TARGET HOSPITALITY CORP | 4.81% | 1.62M | $15.0M | -51.08%(-1.69M) | $8.00(+129.18%) | 2026-03-31 | |
| HCI | HCI GROUP INC | 4.76% | 96.0K | $14.8M | -39.99%(-63.98K) | $157.37(-0.59%) | 2026-03-31 | |
| USAU | U S GOLD CORP | 4.72% | 969.8K | $14.7M | -19.83%(-239.83K) | $12.75(+33.05%) | 2026-03-31 | |
| BFH | BREAD FINANCIAL HOLDINGS INC | 4.13% | 172.2K | $12.9M | -10.31%(-19.78K) | $64.90(+33.79%) | 2026-03-31 | |
| AIG | AMERICAN INTL GROUP INC | 3.98% | 165.0K | $12.4M | -24.78%(-54.36K) | $82.05(-7.72%) | 2026-03-31 | |
| LNC | LINCOLN NATL CORP IND | 3.24% | 285.0K | $10.1M | new | $40.01(-13.66%) | 2026-03-31 | |
| PNFP | PINNACLE FINL PARTNERS INC | 3.19% | 115.7K | $10.0M | new | $94.60(+0.89%) | 2026-03-31 | |
| EZPW | EZCORP INC | 3.02% | 371.7K | $9.4M | -48.35%(-347.87K) | $11.00(+198.07%) | 2026-03-31 | |
| OPLN | OPENLANE INC | 3.01% | 321.8K | $9.4M | new | $29.47(+21.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.33% | +49.43% |
| Top 20 Holdings Unweighted | +14.59% | +50.46% |
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