Prana Capital Management, LP

Est. AUM

$3.29B

13F long equity, this entity only

Positions

131

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BLACKROCK INC	COM	$233.8M	243110	7.11%	SOLE
2	MASTERCARD INCORPORATED	CL A	$187.7M	375555	5.71%	SOLE
3	BANK AMERICA CORP	COM	$186.4M	3824154	5.67%	SOLE
4	INTERCONTINENTAL EXCHANGE IN	COM	$176.4M	1121369	5.36%	SOLE
5	TRUIST FINL CORP	COM	$135.4M	2944468	4.12%	SOLE
6	HUNTINGTON BANCSHARES INC	COM	$125.6M	8028262	3.82%	SOLE
7	HOME DEPOT INC	COM	$104.6M	317929	3.18%	SOLE
8	WELLS FARGO & CO	COM	$104.4M	1311804	3.18%	SOLE
9	AON PLC	SHS CL A	$104.4M	323458	3.18%	SOLE
10	STATE STR CORP	COM	$86.0M	679195	2.61%	SOLE
11	MOODYS CORP	COM	$81.2M	186187	2.47%	SOLE
12	KEYCORP	COM	$78.1M	3897550	2.38%	SOLE
13	LPL FINL HLDGS INC	COM	$74.3M	247123	2.26%	SOLE
14	LENNAR CORP	CL A	$73.7M	848455	2.24%	SOLE
15	ACCENTURE PLC IRELAND	SHS CLASS A	$68.6M	345945	2.09%	SOLE
16	ELEVANCE HEALTH INC FORMERLY	COM	$67.1M	229145	2.04%	SOLE
17	THE CIGNA GROUP	COM	$57.1M	214012	1.74%	SOLE
18	RAYMOND JAMES FINL INC	COM	$52.0M	359339	1.58%	SOLE
19	AMERICAN INTL GROUP INC	COM NEW	$50.7M	673315	1.54%	SOLE
20	NORTHERN TR CORP	COM	$50.0M	358117	1.52%	SOLE
21	REINSURANCE GROUP AMER INC	COM NEW	$44.6M	218452	1.36%	SOLE
22	HCA HEALTHCARE INC	COM	$41.0M	86738	1.25%	SOLE
23	SEI INVTS CO	COM	$36.4M	464241	1.11%	SOLE
24	WILLIS TOWERS WATSON PLC LTD	SHS	$35.7M	122661	1.08%	SOLE
25	FIDELITY NATL INFORMATION SV	COM	$34.9M	743864	1.06%	SOLE
26	NASDAQ INC	COM	$34.4M	405030	1.05%	SOLE
27	CAPITAL ONE FINL CORP	COM	$33.9M	186027	1.03%	SOLE
28	TARGET CORP	COM	$33.3M	275001	1.01%	SOLE
29	REGIONS FINANCIAL CORP NEW	COM	$32.7M	1252885	1.00%	SOLE
30	CARLYLE GROUP INC	COM	$31.5M	650586	0.96%	SOLE
31	FISERV INC	COM	$31.4M	563455	0.96%	SOLE
32	STIFEL FINL CORP	COM	$31.3M	424078	0.95%	SOLE
33	AMERICAN HOMES 4 RENT	CL A	$29.4M	1053597	0.89%	SOLE
34	SS&C TECH HLDGS	COM	$27.4M	404814	0.83%	SOLE
35	LOWES COS INC	COM	$27.3M	115404	0.83%	SOLE
36	ASSURANT INC	COM	$25.6M	117528	0.78%	SOLE
37	GLOBAL PMTS INC	COM	$25.3M	376182	0.77%	SOLE
38	SIMON PPTY GROUP INC NEW	COM	$24.8M	132995	0.75%	SOLE
39	HENRY JACK & ASSOC INC	COM	$22.7M	143659	0.69%	SOLE
40	CITIZENS FINL GROUP INC	COM	$22.6M	376516	0.69%	SOLE
41	FIRST CTZNS BANCSHARES INC D	CL A	$21.6M	11443	0.66%	SOLE
42	EVEREST GROUP LTD	COM	$21.5M	65707	0.65%	SOLE
43	WASTE CONNECTIONS INC	COM	$20.9M	128674	0.64%	SOLE
44	COSTAR GROUP INC	COM	$20.8M	515387	0.63%	SOLE
45	ROCKET COS INC	COM CL A	$19.6M	1378728	0.60%	SOLE
46	VOYA FINANCIAL INC	COM	$19.6M	286296	0.59%	SOLE
47	COGNIZANT TECHNOLOGY SOLUTIO	CL A	$17.4M	283547	0.53%	SOLE
48	AFFILIATED MANAGERS GROUP	COM	$17.0M	61489	0.52%	SOLE
49	ARCH CAP GROUP LTD	ORD	$16.3M	169465	0.49%	SOLE
50	COSTCO WHOLESALE CORPORATION	COM	$16.1M	16174	0.49%	SOLE

1–50 of 131

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.