SOVEREIGN'S CAPITAL MANAGEMENT, LLC

PrivateCIK: 1911637
Location

ATLANTA, GA

70
Positions
$149.82M
Total AUM (reported)
4.16M
Total Shares

Allocation by class

TOTAL AUM$149.82M70 positions
COM$122.60M81.8%
COM CL A$7.11M4.7%
CL A$6.55M4.4%
COM NEW$5.00M3.3%
CL B$3.85M2.6%
COM SHS$3.49M2.3%
COM STK$500.1K0.3%

Portfolio Concentration

Top 315.5%4–1024.4%11–2533.9%Rest26.2%TOP 1039.9%0%100%
Top 3$23.23M15.5%
4–10$36.60M24.4%
11–25$50.81M33.9%
Rest$39.19M26.2%

Top 3 weight

15.5%

Top 10 weight

39.9%

Voting Authority Distribution

Total shares with voting rights: 4.16M

Sole

Full voting authority

4.16M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole70
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings70
Rows:

MOLINA HEALTHCARE INC

SOLE
COM
Shares41.01K
TypeSH
Market value$9.38M
6.26%
Sole
41.01K
Shared
0.00
None
0.00

REPAY HLDGS CORP

SOLE
COM CL A
Shares1.69M
TypeSH
Market value$7.11M
4.75%
Sole
1.69M
Shared
0.00
None
0.00

INSPERITY INC

SOLE
COM
Shares162.79K
TypeSH
Market value$6.73M
4.49%
Sole
162.79K
Shared
0.00
None
0.00

VISTRA CORP

SOLE
COM
Shares37.90K
TypeSH
Market value$6.01M
4.01%
Sole
37.90K
Shared
0.00
None
0.00

ALKAMI TECHNOLOGY INC

SOLE
COM
Shares321.77K
TypeSH
Market value$5.83M
3.89%
Sole
321.77K
Shared
0.00
None
0.00

PAYCOM SOFTWARE INC

SOLE
COM
Shares42.94K
TypeSH
Market value$5.40M
3.61%
Sole
42.94K
Shared
0.00
None
0.00

FISERV INC

SOLE
COM
Shares102.98K
TypeSH
Market value$5.06M
3.37%
Sole
102.98K
Shared
0.00
None
0.00

EURONET WORLDWIDE INC

SOLE
COM
Shares67.52K
TypeSH
Market value$4.94M
3.30%
Sole
67.52K
Shared
0.00
None
0.00

GRAND CANYON ED INC

SOLE
COM
Shares33.12K
TypeSH
Market value$4.74M
3.17%
Sole
33.12K
Shared
0.00
None
0.00

PRIMERICA INC

SOLE
COM
Shares16.21K
TypeSH
Market value$4.61M
3.08%
Sole
16.21K
Shared
0.00
None
0.00

OPTION CARE HEALTH INC

SOLE
COM NEW
Shares204.57K
TypeSH
Market value$4.29M
2.86%
Sole
204.57K
Shared
0.00
None
0.00

PROGRESSIVE CORP

SOLE
COM
Shares19.25K
TypeSH
Market value$4.21M
2.81%
Sole
19.25K
Shared
0.00
None
0.00

SPS COMM INC

SOLE
COM
Shares69.18K
TypeSH
Market value$3.96M
2.64%
Sole
69.18K
Shared
0.00
None
0.00

UNITED PARCEL SVCS INC

SOLE
CL B
Shares35.83K
TypeSH
Market value$3.85M
2.57%
Sole
35.83K
Shared
0.00
None
0.00

LCI INDS

SOLE
COM
Shares35.31K
TypeSH
Market value$3.74M
2.49%
Sole
35.31K
Shared
0.00
None
0.00

GALLAGHER ARTHUR J & CO

SOLE
COM
Shares15.81K
TypeSH
Market value$3.63M
2.42%
Sole
15.81K
Shared
0.00
None
0.00

AMERICAN FINANCIAL GROUP INC

SOLE
COM
Shares24.93K
TypeSH
Market value$3.49M
2.33%
Sole
24.93K
Shared
0.00
None
0.00

ARISTA NETWORKS INC

SOLE
COM SHS
Shares20.54K
TypeSH
Market value$3.49M
2.33%
Sole
20.54K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares28.32K
TypeSH
Market value$3.33M
2.22%
Sole
28.32K
Shared
0.00
None
0.00

U S PHYSICAL THERAPY

SOLE
COM
Shares44.51K
TypeSH
Market value$3.06M
2.04%
Sole
44.51K
Shared
0.00
None
0.00

TRIUMPH FINANCIAL INC

SOLE
COM
Shares39.25K
TypeSH
Market value$3.00M
2.00%
Sole
39.25K
Shared
0.00
None
0.00

PAYLOCITY HLDG CORP

SOLE
COM
Shares27.34K
TypeSH
Market value$2.86M
1.91%
Sole
27.34K
Shared
0.00
None
0.00

RAYMOND JAMES FINL INC

SOLE
COM
Shares17.98K
TypeSH
Market value$2.73M
1.83%
Sole
17.98K
Shared
0.00
None
0.00

CBRE GROUP INC

SOLE
CL A
Shares19.96K
TypeSH
Market value$2.69M
1.80%
Sole
19.96K
Shared
0.00
None
0.00

TRINITY CAP INC

SOLE
COM
Shares138.90K
TypeSH
Market value$2.49M
1.66%
Sole
138.90K
Shared
0.00
None
0.00
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