Sovereign's Capital Management, LLC — 13F Holdings & Portfolio

CIK 1911637 · latest 13F-HR filed 2026-08-14

Sovereign's Capital Management, LLC manages $149.8M in 13F-reported U.S. long-equity assets across 70 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MOH (6.26%), RPAY (4.75%), NSP (4.49%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 6, added to 32, and trimmed 21.

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.

Filer Information
Address
3350 RIVERWOOD PARKWAY SE #670
ATLANTA, GA 30339
Phone
(919) 743-2552
Filing Manager
Sovereign's Capital Management, LLC
Atlanta, GA
Signatory
Matt Monson
Partner
Loading holdings…
AUM

$149.8M

Long-equity book

Holdings

70

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+0 / −6 / ↑32 / ↓21

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • REPAY HLDGS CORP$5.1M +251.3%
  • MOLINA HEALTHCARE INC$3.8M +69.1%
  • INSPERITY INC$2.3M +50.6%
  • OPTION CARE HEALTH INC$2.0M +85.7%
  • PROGRESSIVE CORP$1.4M +47.9%
Show all 32 →

Top Trims

  • DOUGLAS DYNAMICS INC-$2.3M -68.4%
  • ZIMMER BIOMET HOLDINGS INC-$1.3M -77.8%
  • GRAND CANYON ED INC-$975.3K -17.1%
  • FISERV INC-$770.4K -13.2%
  • MILLER INDS INC TENN-$608.8K -46.2%
Show all 21 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • COLUMBIA SPORTSWEAR CO$778.5K
  • APA CORPORATION$747.2K
  • DEVON ENERGY CORP NEW$622.8K
  • DIAMONDBACK ENERGY INC$581.1K
  • QORVO INC$437.6K
Show all 6 →
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 MOLINA HEALTHCARE INC MOH 60855R100 $9.4M 6.26% 41,014 SH
2 REPAY HLDGS CORP RPAY 76029L100 $7.1M 4.75% 1,692,881 SH
3 INSPERITY INC NSP 45778Q107 $6.7M 4.49% 162,788 SH
4 VISTRA CORP VST 92840M102 $6.0M 4.01% 37,896 SH
5 ALKAMI TECHNOLOGY INC ALKT 01644J108 $5.8M 3.89% 321,766 SH
6 PAYCOM SOFTWARE INC PAYC 70432V102 $5.4M 3.61% 42,938 SH
7 FISERV INC FISV 337738108 $5.1M 3.37% 102,982 SH
8 EURONET WORLDWIDE INC EEFT 298736109 $4.9M 3.30% 67,518 SH
9 GRAND CANYON ED INC LOPE 38526M106 $4.7M 3.17% 33,116 SH
10 PRIMERICA INC PRI 74164M108 $4.6M 3.08% 16,214 SH
11 OPTION CARE HEALTH INC OPCH 68404L201 $4.3M 2.86% 204,566 SH
12 PROGRESSIVE CORP PGR 743315103 $4.2M 2.81% 19,250 SH
13 SPS COMM INC SPSC 78463M107 $4.0M 2.64% 69,184 SH
14 UNITED PARCEL SVCS INC UPS 911312106 $3.9M 2.57% 35,834 SH
15 LCI INDS LCII 50189K103 $3.7M 2.49% 35,310 SH
16 GALLAGHER ARTHUR J & CO AJG 363576109 $3.6M 2.42% 15,809 SH
17 AMERICAN FINANCIAL GROUP INC AFG 025932104 $3.5M 2.33% 24,925 SH
18 ARISTA NETWORKS INC ANET 040413205 $3.5M 2.33% 20,538 SH
19 CISCO SYS INC CSCO 17275R102 $3.3M 2.22% 28,320 SH
20 U S PHYSICAL THERAPY USPH 90337L108 $3.1M 2.04% 44,514 SH
21 TRIUMPH FINANCIAL INC TFIN 89679E300 $3.0M 2.00% 39,250 SH
22 PAYLOCITY HLDG CORP PCTY 70438V106 $2.9M 1.91% 27,345 SH
23 RAYMOND JAMES FINL INC RJF 754730109 $2.7M 1.83% 17,976 SH
24 CBRE GROUP INC CBRE 12504L109 $2.7M 1.80% 19,964 SH
25 TRINITY CAP INC TRIN 896442308 $2.5M 1.66% 138,896 SH
26 FERMI INC FRMI 314911108 $2.4M 1.60% 262,185 SH
27 FIDELITY NATL INFORMATION SV FIS 31620M106 $2.3M 1.54% 59,333 SH
28 DIODES INC DIOD 254543101 $2.0M 1.36% 18,561 SH
29 SITEONE LANDSCAPE SUPPLY INC SITE 82982L103 $2.0M 1.33% 17,382 SH
30 GREIF INC GEF 397624107 $2.0M 1.31% 26,343 SH
31 QUALCOMM INC QCOM 747525103 $1.7M 1.15% 9,308 SH
32 LPL FINL HLDGS INC LPLA 50212V100 $1.5M 0.99% 5,278 SH
33 AZZ INC AZZ 002474104 $1.5M 0.98% 9,470 SH
34 COCA COLA CONS INC COKE 191098102 $1.4M 0.91% 7,103 SH
35 WESTROCK COFFEE CO WEST 96145W103 $1.3M 0.84% 154,500 SH
36 NETAPP INC NTAP 64110D104 $1.2M 0.81% 7,873 SH
37 NEXTERA ENERGY INC NEE 65339F101 $1.2M 0.79% 13,520 SH
38 SPROUTS FMRS MKT INC SFM 85208M102 $1.2M 0.77% 13,647 SH
39 SERVICENOW INC NOW 81762P102 $1.1M 0.72% 10,812 SH
40 DOUGLAS DYNAMICS INC PLOW 25960R105 $1.1M 0.71% 19,851 SH
41 TYSON FOODS INC TSN 902494103 $1.0M 0.68% 17,666 SH
42 CSW INDUSTRIALS INC CSW 126402106 $940.7K 0.63% 3,380 SH
43 HEALTHCARE SVCS GROUP INC HCSG 421906108 $882.4K 0.59% 35,930 SH
44 SCHWAB CHARLES CORP SCHW 808513105 $878.1K 0.59% 9,517 SH
45 S&P GLOBAL INC SPGI 78409V104 $844.2K 0.56% 2,073 SH
46 BLOCK H & R INC HRB 093671105 $808.8K 0.54% 21,239 SH
47 MILLER INDS INC TENN MLR 600551204 $708.3K 0.47% 13,847 SH
48 HUNT J B TRANS SVCS INC JBHT 445658107 $677.3K 0.45% 2,340 SH
49 KFORCE INC KFRC 493732101 $617.7K 0.41% 13,165 SH
50 US FOODS HLDG CORP USFD 912008109 $612.2K 0.41% 5,987 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $149.8M 70 0001172661-26-003636
2026-03-31 2026-05-15 $135.9M 76 0001172661-26-002209
2025-12-31 2026-02-17 $164.9M 78 0001172661-26-000832
2025-09-30 2025-11-14 $184.3M 78 0001172661-25-004850