Activity — Philadelphia Financial Management of San Francisco, LLC
5 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | G8193D104 Common stock | $158.7K | +51K +8.44% | 660,102 0.65% of portfolio | low |
| Q1 2026 as of | Add | NFE New Fortress Energy Inc. Common Stock | $230.1K | +390K +185.76% | 600,000 0.11% of portfolio | low |
| Q1 2026 as of | Add | Sable Offshore Corp. Common stock | $2.08M | +126K +38.30% | 453,722 2.40% of portfolio | low |
| Q1 2026 as of | Add | PennyMac Financial Services, Inc. Common stock | $2.24M | +26K +58.42% | 69,366 1.94% of portfolio | low |
| Q1 2026 as of | Add | LEGH Legacy Housing Corp Common Stock | $5.74M | +281K +209.30% | 415,163 2.72% of portfolio | medium |