PARK CIRCLE Co — 13F Holdings & Portfolio

CIK 1546592 · latest 13F-HR filed 2026-05-14

PARK CIRCLE Co manages $108.0M in 13F-reported U.S. long-equity assets across 51 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ABBV (13.27%), TRV (10.69%), VZ (7.97%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 2, added to 12, and trimmed 29.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$108.0M

Long-equity book

Holdings

51

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+2 / −2 / ↑12 / ↓29

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VERIZON COMMUNICATIONS INC$1.6M +23.3%
  • ALTRIA GROUP INC$716.8K +14.4%
  • EXXON MOBIL CORP$664.2K +41.0%
  • MCCORMICK & CO INC$490.9K +42.8%
  • SUNOCO LP / SUNOCO FIN CORP$456.6K +24.0%
Show all 12

Top Trims

  • ABBVIE INC-$2.2M -13.5%
  • GOLDMAN SACHS GROUP-$1.8M -18.3%
  • TRAVELERS COMPANIES INC-$1.5M -11.2%
  • MOELIS & CO-$606.2K -17.6%
  • PRICE T ROWE GROUP INC-$539.1K -12.0%
Show all 29

New Positions

  • SCOTTS MIRACLE - GRO CO$475.5K
  • S L GREEN RLTY CORP$387.9K
Show all 2

Exited Positions

  • CARLYLE GROUP INC$2.1M
  • LINCOLN NATL CORP IND$639.5K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ABBVIE INC ABBV 00287Y109 $14.3M 13.27% 65,895 SH
2 TRAVELERS COMPANIES INC TRV 89417E109 $11.5M 10.69% 39,876 SH
3 VERIZON COMMUNICATIONS INC VZ 92343V104 $8.6M 7.97% 171,340 SH
4 GOLDMAN SACHS GROUP GS 38141G104 $8.1M 7.48% 9,545 SH
5 STARBUCKS CORP SBUX 855244109 $6.1M 5.69% 68,620 SH
6 ALTRIA GROUP INC MO 02209S103 $5.7M 5.26% 86,050 SH
7 PRICE T ROWE GROUP INC TROW 74144T108 $4.0M 3.68% 44,041 SH
8 PFIZER INC PFE 717081103 $3.4M 3.18% 122,105 SH
9 OLD REP INTL CORP ORI 680223104 $3.2M 2.92% 79,000 SH
10 MOELIS & CO MC 60786M105 $2.8M 2.63% 49,876 SH
11 APPLE INC AAPL 037833100 $2.8M 2.56% 10,900 SH
12 CDN IMPERIAL BK COMM TORONTO CM 136069101 $2.7M 2.46% 28,000 SH
13 PHILIP MORRIS INTL INC PM 718172109 $2.6M 2.41% 15,745 SH
14 NVIDIA CORP NVDA 67066G104 $2.4M 2.26% 14,000 SH
15 SUNOCO LP / SUNOCO FIN CORP SUN 86765K109 $2.4M 2.19% 36,350 SH
16 EXXON MOBIL CORP XOM 30231G102 $2.3M 2.12% 13,468 SH
17 NVIDIA CORP Put NVDA 67066G954 $2.2M 2.02% 12,500 SH
18 TORONTO DOMINION BK ONT TD 891160509 $2.2M 2.01% 23,300 SH
19 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.7M 1.59% 7,100 SH
20 MCCORMICK & CO INC MKC 579780206 $1.6M 1.52% 32,485 SH
21 COLUMBIA BKG SYS INC COLB 197236102 $1.5M 1.38% 54,400 SH
22 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $1.2M 1.14% 2,764 SH
23 PRUDENTIAL FINANCIAL INC PRU 744320102 $1.1M 1.06% 11,740 SH
24 BLACKSTONE GROUP LP 09253U108 $1.1M 1.01% 9,500 SH
25 TRUIST FINL CORP TFC 89832Q109 $1.0M 0.95% 22,285 SH
26 HASBRO INC HAS 418056107 $936.0K 0.87% 10,000 SH
27 TOTALENERGIES SE TTE 89151E109 $909.8K 0.84% 10,000 SH
28 CAMDEN PPTY TR CPT 133131102 $908.2K 0.84% 9,300 SH
29 WESTERN UN CO WU 959802109 $899.3K 0.83% 103,010 SH
30 SIXTH STREET SPECIALITY LENDN TSLX 83012A109 $737.9K 0.68% 40,145 SH
31 BANK NOVA SCOTIA HALIFAX BNS 064149107 $727.8K 0.67% 10,500 SH
32 ENBRIDGE INC ENB 29250N105 $725.5K 0.67% 13,400 SH
33 BRISTOL MYERS SQUIBB CO BMY 110122108 $709.6K 0.66% 11,700 SH
34 SUBURBAN PROPANE PARTNERS L SPH 864482104 $650.1K 0.60% 33,000 SH
35 NIKE INC NKE 654106103 $528.2K 0.49% 10,000 SH
36 NVIDIA CORP Call NVDA 67066G904 $523.2K 0.48% 3,000 SH
37 SCOTTS MIRACLE - GRO CO SMG 810186106 $475.5K 0.44% 7,820 SH
38 ANNALY CAPITAL MANAGEMENT IN NLY 035710839 $423.0K 0.39% 20,000 SH
39 S L GREEN RLTY CORP SLG 78440X887 $387.9K 0.36% 10,500 SH
40 JPMORGAN CHASE & CO JPM 46625H100 $382.4K 0.35% 1,300 SH
41 ARES CAP CORP ARCC 04010L103 $360.4K 0.33% 20,000 SH
42 BROADCOM INC AVGO 11135F101 $309.5K 0.29% 1,000 SH
43 GE HEALTHCARE TECHNOLOGIES GEHC 36266G107 $207.6K 0.19% 2,916 SH
44 MORGAN STANLEY MS 617446448 $131.7K 0.12% 800 SH
45 ETSY INC ETSY 29786A106 $125.0K 0.12% 2,500 SH
46 QUALCOMM INC QCOM 747525103 $77.3K 0.07% 600 SH
47 SHOPIFY INC SHOP 82509L107 $77.1K 0.07% 650 SH
48 PALANTIR TECHNOLOGIES PLTR 69608A108 $73.1K 0.07% 500 SH
49 ADT INC ADT 00090Q103 $45.6K 0.04% 6,946 SH
50 ROBLOX CORP RBLX 771049103 $45.4K 0.04% 800 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $108.0M 51 0001104659-26-061134
2025-12-31 2026-02-13 $115.6M 51 0001104659-26-015142
2025-09-30 2025-11-07 $119.3M 69 0001104659-25-108302