SOVEREIGN'S CAPITAL MANAGEMENT, LLC

PrivateCIK: 1911637
Location

ATLANTA, GA

76
Positions
$135.88M
Total AUM (reported)
3.29M
Total Shares

Allocation by class

TOTAL AUM$135.88M76 positions
COM$115.87M85.3%
CL A$6.59M4.8%
COM NEW$3.63M2.7%
CL B$3.57M2.6%
COM SHS$2.55M1.9%
COM CL A$2.02M1.5%
CL A COM STK$662.5K0.5%

Portfolio Concentration

Top 312.8%4–1024.3%11–2532.7%Rest30.3%TOP 1037.0%0%100%
Top 3$17.33M12.8%
4–10$33.00M24.3%
11–25$44.42M32.7%
Rest$41.13M30.3%

Top 3 weight

12.8%

Top 10 weight

37.0%

Voting Authority Distribution

Total shares with voting rights: 3.29M

Sole

Full voting authority

3.29M

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)

Sole76
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings76
Rows:

FISERV INC

SOLE
COM
Shares104.42K
TypeSH
Market value$5.83M
4.29%
Sole
104.42K
Shared
0.00
None
0.00

VISTRA CORP

SOLE
COM
Shares38.46K
TypeSH
Market value$5.78M
4.26%
Sole
38.46K
Shared
0.00
None
0.00

GRAND CANYON ED INC

SOLE
COM
Shares33.63K
TypeSH
Market value$5.72M
4.21%
Sole
33.63K
Shared
0.00
None
0.00

MOLINA HEALTHCARE INC

SOLE
COM
Shares41.62K
TypeSH
Market value$5.55M
4.08%
Sole
41.62K
Shared
0.00
None
0.00

PAYCOM SOFTWARE INC

SOLE
COM
Shares43.60K
TypeSH
Market value$5.30M
3.90%
Sole
43.60K
Shared
0.00
None
0.00

ALKAMI TECHNOLOGY INC

SOLE
COM
Shares326.80K
TypeSH
Market value$5.12M
3.77%
Sole
326.80K
Shared
0.00
None
0.00

EURONET WORLDWIDE INC

SOLE
COM
Shares68.52K
TypeSH
Market value$4.55M
3.35%
Sole
68.52K
Shared
0.00
None
0.00

INSPERITY INC

SOLE
COM
Shares165.35K
TypeSH
Market value$4.47M
3.29%
Sole
165.35K
Shared
0.00
None
0.00

PRIMERICA INC

SOLE
COM
Shares16.40K
TypeSH
Market value$4.11M
3.02%
Sole
16.40K
Shared
0.00
None
0.00

SPS COMM INC

SOLE
COM
Shares70.10K
TypeSH
Market value$3.90M
2.87%
Sole
70.10K
Shared
0.00
None
0.00

AMERICAN FINANCIAL GROUP INC

SOLE
COM
Shares29.50K
TypeSH
Market value$3.77M
2.77%
Sole
29.50K
Shared
0.00
None
0.00

UNITED PARCEL SVCS INC

SOLE
CL B
Shares36.27K
TypeSH
Market value$3.57M
2.63%
Sole
36.27K
Shared
0.00
None
0.00

GALLAGHER ARTHUR J & CO

SOLE
COM
Shares16K
TypeSH
Market value$3.47M
2.55%
Sole
16K
Shared
0.00
None
0.00

DOUGLAS DYNAMICS INC

SOLE
COM
Shares80.60K
TypeSH
Market value$3.39M
2.50%
Sole
80.60K
Shared
0.00
None
0.00

U S PHYSICAL THERAPY

SOLE
COM
Shares45.07K
TypeSH
Market value$3.38M
2.49%
Sole
45.07K
Shared
0.00
None
0.00

LCI INDS

SOLE
COM
Shares27.32K
TypeSH
Market value$3.36M
2.47%
Sole
27.32K
Shared
0.00
None
0.00

PAYLOCITY HLDG CORP

SOLE
COM
Shares27.70K
TypeSH
Market value$2.99M
2.20%
Sole
27.70K
Shared
0.00
None
0.00

PROGRESSIVE CORP

SOLE
COM
Shares14.35K
TypeSH
Market value$2.84M
2.09%
Sole
14.35K
Shared
0.00
None
0.00

FIDELITY NATL INFORMATION SV

SOLE
COM
Shares60.15K
TypeSH
Market value$2.82M
2.08%
Sole
60.15K
Shared
0.00
None
0.00

CBRE GROUP INC

SOLE
CL A
Shares20.22K
TypeSH
Market value$2.74M
2.02%
Sole
20.22K
Shared
0.00
None
0.00

RAYMOND JAMES FINL INC

SOLE
COM
Shares18.19K
TypeSH
Market value$2.63M
1.94%
Sole
18.19K
Shared
0.00
None
0.00

ARISTA NETWORKS INC

SOLE
COM SHS
Shares20.72K
TypeSH
Market value$2.55M
1.87%
Sole
20.72K
Shared
0.00
None
0.00

TRIUMPH FINANCIAL INC

SOLE
COM
Shares39.74K
TypeSH
Market value$2.37M
1.75%
Sole
39.74K
Shared
0.00
None
0.00

OPTION CARE HEALTH INC

SOLE
COM NEW
Shares85.83K
TypeSH
Market value$2.31M
1.70%
Sole
85.83K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares28.63K
TypeSH
Market value$2.22M
1.64%
Sole
28.63K
Shared
0.00
None
0.00
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