Gator Capital Management’s Primerica PRI Stock Holding History

Gator Capital Management’s Portfolio PRI Stock Details PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.2M	Buy	56,575 +45,426	+407%	+$11.7M	3.02%	10
2025 Q4	$2.88M	Buy	11,149 +10,359	+1,311%	+$2.7M	0.6%	46
2025 Q3	$219K	Hold	790	–	–	0.06%	74
2025 Q2	$216K	Hold	790	–	–	0.07%	70
2025 Q1	$225K	Hold	790	–	–	0.09%	64
2024 Q4	$214K	Buy	+790	New	+$224K	0.08%	69
2018 Q4	$589K	Hold	6,027	–	–	0.91%	26
2018 Q3	$727K	Hold	6,027	–	–	0.76%	39
2018 Q2	$600K	Hold	6,027	–	–	0.69%	42
2018 Q1	$582K	Sell	6,027 -140	-2%	-$14.1K	0.56%	53
2017 Q4	$626K	Buy	+6,167	New	+$588K	0.6%	55
2015 Q4	$357K	Sell	7,557 -1,435	-16%	-$70.2K	0.63%	44
2015 Q3	$405K	Sell	8,992 -28	-0.3%	-$1.23K	0.66%	39
2015 Q2	$412K	Sell	9,020 -115	-1%	-$5.37K	0.56%	49
2015 Q1	$465K	Sell	9,135 -43	-0.5%	-$2.23K	0.65%	43
2014 Q4	$498K	Buy	+9,178	New	+$468K	0.62%	42

Other funds holding PRI

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return