Prana Capital Management, LP

data from 31/03/2026

Capitalization

$ 3.288 B

19.22%

Performance

$ 804.180 M

71.61%

Average holding period

6 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Prana Capital Management, LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 BLK BLACKROCK INC 7.11% 233.801 M $ 243110 2024/12/31 -25.212 M $ -10.15 %
2026/03/31 MA MASTERCARD INCORPORATED 5.71% 187.650 M $ 375555 2023/06/30 -11.804 M $ -12.48 %
2026/03/31 BAC BANK AMERICA CORP 5.67% 186.428 M $ 3824154 2023/12/31 -18.440 M $ -11.36 %
2026/03/31 ICE INTERCONTINENTAL EXCHANGE IN 5.36% 176.369 M $ 1121369 2018/06/30 -1.577 M $ -2.89 %
2026/03/31 TFC TRUIST FINL CORP 4.12% 135.357 M $ 2944468 2020/03/31 -8.099 M $ -6.58 %
2026/03/31 HBAN HUNTINGTON BANCSHARES INC 3.82% 125.642 M $ 8028262 2025/12/31 -3.738 M $ -9.80 %
2026/03/31 HD HOME DEPOT INC 3.18% 104.564 M $ 317929 2025/09/30 -1.503 M $ -4.42 %
2026/03/31 WFC WELLS FARGO & CO 3.18% 104.433 M $ 1311804 2026/03/31 0.000 $ 0.00 %
2026/03/31 AON AON PLC 3.18% 104.406 M $ 323458 2023/09/30 -4.700 M $ -8.53 %
2026/03/31 STT STATE STR CORP 2.61% 85.959 M $ 679195 2026/03/31 0.000 $ 0.00 %
2026/03/31 MCO MOODYS CORP 2.47% 81.224 M $ 186187 2025/06/30 0.000 $ 0.00 %
2026/03/31 KEY KEYCORP 2.38% 78.146 M $ 3897550 2022/06/30 -2.010 M $ -2.86 %
2026/03/31 LPLA LPL FINL HLDGS INC 2.26% 74.342 M $ 247123 2025/06/30 0.000 $ 0.00 %
2026/03/31 LEN LENNAR CORP 2.24% 73.680 M $ 848455 2024/03/31 -6.897 M $ -15.53 %
2026/03/31 ACN ACCENTURE PLC IRELAND 2.09% 68.597 M $ 345945 2024/12/31 -4.731 M $ -26.09 %
2026/03/31 ELV ELEVANCE HEALTH INC FORMERLY 2.04% 67.082 M $ 229145 2021/12/31 -734.695 K $ -16.49 %
2026/03/31 CI THE CIGNA GROUP 1.74% 57.088 M $ 214012 2025/12/31 -983.510 K $ -3.08 %
2026/03/31 RJF RAYMOND JAMES FINL INC 1.58% 52.029 M $ 359339 2025/12/31 -3.678 M $ -9.84 %
2026/03/31 AIG AMERICAN INTL GROUP INC 1.54% 50.667 M $ 673315 2022/06/30 -7.677 M $ -12.04 %
2026/03/31 NTRS NORTHERN TR CORP 1.52% 49.982 M $ 358117 2022/12/31 0.000 $ 0.00 %
2026/03/31 RGA REINSURANCE GROUP AMER INC 1.36% 44.599 M $ 218452 2021/03/31 95.581 K $ 0.34 %
2026/03/31 HCA HCA HEALTHCARE INC 1.25% 41.048 M $ 86738 2025/03/31 53.579 K $ 1.37 %
2026/03/31 SEIC SEI INVTS CO 1.11% 36.429 M $ 464241 2023/09/30 -2.312 M $ -4.33 %
2026/03/31 WTW WILLIS TOWERS WATSON PLC LTD 1.08% 35.658 M $ 122661 2026/03/31 0.000 $ 0.00 %
2026/03/31 FIS FIDELITY NATL INFORMATION SV 1.06% 34.895 M $ 743864 2019/09/30 -7.349 M $ -29.42 %
2026/03/31 NDAQ NASDAQ INC 1.05% 34.383 M $ 405030 2022/12/31 -9.987 M $ -12.60 %
2026/03/31 COF CAPITAL ONE FINL CORP 1.03% 33.937 M $ 186027 2024/06/30 0.000 $ 0.00 %
2026/03/31 TGT TARGET CORP 1.01% 33.330 M $ 275001 2022/06/30 102.687 K $ 23.99 %
2026/03/31 RF REGIONS FINANCIAL CORP NEW 1.00% 32.725 M $ 1252885 2025/12/31 -335.170 K $ -3.62 %
2026/03/31 CG CARLYLE GROUP INC 0.96% 31.482 M $ 650586 2023/12/31 0.000 $ 0.00 %
2026/03/31 FISERV INC 0.96% 31.441 M $ 563455 2025/06/30 -1.632 M $ -14.78 %
2026/03/31 SF STIFEL FINL CORP 0.95% 31.348 M $ 424078 2024/12/31 -10.375 M $ -40.97 %
2026/03/31 AMH AMERICAN HOMES 4 RENT 0.89% 29.416 M $ 1053597 2026/03/31 0.000 $ 0.00 %
2026/03/31 SSNC SS&C TECH HLDGS 0.83% 27.353 M $ 404814 2021/06/30 -7.803 M $ -22.71 %
2026/03/31 LOW LOWES COS INC 0.83% 27.268 M $ 115404 2024/12/31 -1.409 M $ -2.02 %
2026/03/31 AIZ ASSURANT INC 0.78% 25.599 M $ 117528 2025/06/30 0.000 $ 0.00 %
2026/03/31 GPN GLOBAL PMTS INC 0.77% 25.317 M $ 376182 2020/09/30 -3.230 M $ -13.05 %
2026/03/31 SPG SIMON PPTY GROUP INC NEW 0.75% 24.808 M $ 132995 2022/12/31 140.364 K $ 0.77 %
2026/03/31 JKHY HENRY JACK & ASSOC INC 0.69% 22.704 M $ 143659 2026/03/31 0.000 $ 0.00 %
2026/03/31 CFG CITIZENS FINL GROUP INC 0.69% 22.580 M $ 376516 2024/06/30 1.504 M $ 2.67 %
2026/03/31 FCNCA FIRST CTZNS BANCSHARES INC D 0.66% 21.566 M $ 11443 2026/03/31 0.000 $ 0.00 %
2026/03/31 EG EVEREST GROUP LTD 0.65% 21.476 M $ 65707 2018/09/30 -503.812 K $ -3.68 %
2026/03/31 WCN WASTE CONNECTIONS INC 0.64% 20.902 M $ 128674 2023/06/30 -1.255 M $ -7.37 %
2026/03/31 CSGP COSTAR GROUP INC 0.63% 20.791 M $ 515387 2021/12/31 -8.524 M $ -40.01 %
2026/03/31 RKT ROCKET COS INC 0.60% 19.647 M $ 1378728 2024/03/31 -2.114 M $ -26.39 %
2026/03/31 VOYA VOYA FINANCIAL INC 0.59% 19.560 M $ 286296 2025/03/31 -1.209 M $ -8.28 %
2026/03/31 CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.53% 17.396 M $ 283547 2024/06/30 -232.174 K $ -26.08 %
2026/03/31 AMG AFFILIATED MANAGERS GROUP 0.52% 17.014 M $ 61489 2025/12/31 -172.368 K $ -4.02 %
2026/03/31 ACGL ARCH CAP GROUP LTD 0.49% 16.267 M $ 169465 2026/03/31 0.000 $ 0.00 %
2026/03/31 COST COSTCO WHOLESALE CORPORATION 0.49% 16.116 M $ 16174 2026/03/31 0.000 $ 0.00 %
2026/03/31 CPAY CORPAY INC 0.48% 15.707 M $ 53978 2024/09/30 -580.645 K $ -3.30 %
2026/03/31 GL GLOBE LIFE INC 0.46% 14.987 M $ 107691 2025/12/31 -69.414 K $ -0.49 %
2026/03/31 TW TRADEWEB MKTS INC 0.41% 13.473 M $ 114509 2025/09/30 0.000 $ 0.00 %
2026/03/31 SPGI S&P GLOBAL INC 0.39% 12.760 M $ 30000 2026/03/31 0.000 $ 0.00 %
2026/03/31 PYPL PAYPAL HLDGS INC 0.38% 12.448 M $ 275218 2026/03/31 0.000 $ 0.00 %
2026/03/31 NVR NVR INC 0.35% 11.519 M $ 1748 2026/03/31 0.000 $ 0.00 %
2026/03/31 ORCL ORACLE CORP 0.35% 11.472 M $ 77984 2023/09/30 0.000 $ 0.00 %
2026/03/31 COIN COINBASE GLOBAL INC 0.33% 10.824 M $ 61992 2025/06/30 -572.910 K $ -22.79 %
2026/03/31 JEF JEFFERIES FINANCIAL GROUP IN 0.32% 10.672 M $ 258581 2025/06/30 -1.929 M $ -33.40 %
2026/03/31 EPAM EPAM SYS INC 0.32% 10.479 M $ 77394 2025/06/30 -498.102 K $ -33.91 %
2026/03/31 MC MOELIS & CO 0.31% 10.331 M $ 181247 2026/03/31 0.000 $ 0.00 %
2026/03/31 EVR EVERCORE INC 0.31% 10.262 M $ 34376 2025/06/30 -920.325 K $ -12.27 %
2026/03/31 VRSK VERISK ANALYTICS INC 0.30% 9.987 M $ 52630 2026/03/31 0.000 $ 0.00 %
2026/03/31 NTRS NORTHERN TR CORP 0.30% 9.770 M $ 70000 2026/03/31 0.000 $ 0.00 %
2026/03/31 MS MORGAN STANLEY 0.29% 9.481 M $ 57609 2026/03/31 0.000 $ 0.00 %
2026/03/31 FICO FAIR ISAAC CORP 0.28% 9.361 M $ 8769 2025/12/31 -2.897 M $ -36.86 %
2026/03/31 WRB BERKLEY W R CORP 0.28% 9.210 M $ 138955 2025/12/31 -204.675 K $ -5.48 %
2026/03/31 MKL MARKEL GROUP INC 0.27% 8.833 M $ 4615 2024/06/30 0.000 $ 0.00 %
2026/03/31 AXS AXIS CAP HLDGS LTD 0.23% 7.607 M $ 75009 2026/03/31 0.000 $ 0.00 %
2026/03/31 MOH MOLINA HEALTHCARE INC 0.22% 7.205 M $ 54049 2025/09/30 0.000 $ 0.00 %
2026/03/31 BEN FRANKLIN RESOURCES INC 0.22% 7.074 M $ 299474 2024/03/31 -244.341 K $ -1.13 %
2026/03/31 AMP AMERIPRISE FINL INC 0.21% 6.990 M $ 15730 2025/09/30 -9.509 M $ -9.37 %
2026/03/31 ALLY ALLY FINL INC 0.21% 6.919 M $ 176363 2025/06/30 -115.600 K $ -13.38 %
2026/03/31 AFRM AFFIRM HLDGS INC 0.20% 6.625 M $ 144592 2026/03/31 0.000 $ 0.00 %
2026/03/31 TPG TPG INC 0.19% 6.226 M $ 153700 2024/06/30 -1.104 M $ -36.54 %
2026/03/31 JLL JONES LANG LASALLE INC 0.18% 6.054 M $ 19892 2021/06/30 -948.392 K $ -9.56 %
2026/03/31 WDAY WORKDAY INC 0.18% 5.792 M $ 44580 2026/03/31 0.000 $ 0.00 %
2026/03/31 PAYX PAYCHEX INC 0.17% 5.632 M $ 61137 2022/12/31 -53.500 K $ -17.88 %
2026/03/31 LAZ LAZARD INC 0.17% 5.609 M $ 132030 2026/03/31 0.000 $ 0.00 %
2026/03/31 DG DOLLAR GEN CORP 0.17% 5.601 M $ 47172 2025/09/30 -48.971 K $ -10.57 %
2026/03/31 MKTX MARKETAXESS HLDGS INC 0.16% 5.212 M $ 31593 2023/06/30 -650.328 K $ -8.98 %
2026/03/31 PRI PRIMERICA INC 0.15% 4.944 M $ 19740 2025/03/31 -542.222 K $ -3.05 %
2026/03/31 MIAX MIAMI INTL HLDGS INC 0.15% 4.801 M $ 123353 2025/12/31 -93.846 K $ -12.30 %
2026/03/31 RDN RADIAN GROUP INC 0.14% 4.655 M $ 140726 2025/09/30 0.000 $ 0.00 %
2026/03/31 TRU TRANSUNION 0.13% 4.374 M $ 63224 2026/03/31 0.000 $ 0.00 %
2026/03/31 TOST TOAST INC 0.13% 4.210 M $ 158812 2026/03/31 0.000 $ 0.00 %
2026/03/31 CB CHUBB LTD SWITZ 0.13% 4.171 M $ 12797 2024/03/31 3.334 M $ 4.42 %
2026/03/31 RYAN RYAN SPECIALTY HOLDINGS INC 0.12% 4.105 M $ 121657 2026/03/31 0.000 $ 0.00 %
2026/03/31 FAF FIRST AMERN FINL CORP 0.11% 3.743 M $ 62075 2025/12/31 -12.441 K $ -1.87 %
2026/03/31 DHI D R HORTON INC 0.11% 3.644 M $ 26555 2026/03/31 0.000 $ 0.00 %
2026/03/31 STEP STEPSTONE GROUP INC 0.10% 3.174 M $ 66503 2025/03/31 -2.142 M $ -25.64 %
2026/03/31 FOUR SHIFT4 PMTS INC 0.09% 3.100 M $ 70899 2023/09/30 -201.981 K $ -30.55 %
2026/03/31 ARES ARES MANAGEMENT CORPORATION 0.09% 3.099 M $ 28407 2026/03/31 0.000 $ 0.00 %
2026/03/31 DKS DICKS SPORTING GOODS INC 0.08% 2.728 M $ 13756 2026/03/31 0.000 $ 0.00 %
2026/03/31 ROL ROLLINS INC 0.08% 2.694 M $ 50438 2026/03/31 0.000 $ 0.00 %
2026/03/31 LNC LINCOLN NATL CORP IND 0.08% 2.595 M $ 73100 2026/03/31 0.000 $ 0.00 %
2026/03/31 FIGR FIGURE TECHNOLOGY SOLUTIO 0.07% 2.443 M $ 71949 2025/12/31 -441.476 K $ -16.87 %
2026/03/31 TRI THOMSON REUTERS CORP 0.07% 2.250 M $ 25000 2026/03/31 0.000 $ 0.00 %
2026/03/31 HLNE HAMILTON LANE INC 0.07% 2.243 M $ 22568 2025/12/31 -1.624 M $ -25.99 %
2026/03/31 BX BLACKSTONE INC 0.06% 1.845 M $ 16046 2025/06/30 -9.247 M $ -25.40 %