CAPITAL MANAGEMENT CORP /VA

Fundamental diversified ★Signal CIK 1074273
League rank
#406
in Fundamental diversified · #2296 overall
Long book
$585.1M
Q1 2026
Positions
71
Top-10 weight
41%
concentration
Last quarter
+13.6%
SPY +14.8%
Turnover
12%
of book per quarter

Strategy in plain words

auto-generated from filings

CAPITAL MANAGEMENT CORP /VA is a diversified fundamental manager, running a $585.1M US long book across 71 positions.

The portfolio is moderately concentrated (top 10 ≈ 41% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: INTERDIGITAL INC, PITNEY BOWES INC, GRAY MEDIA INC, AGNICO EAGLE MINES LTD, ACME UNITED CORP.

Over the last 9 quarters its long book ran on average 1.1pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-3.5%
Q2 2024
+13.1%
Q3 2024
-0.1%
Q4 2024
+3.3%
Q1 2025
+0.1%
Q2 2025
+8.7%
Q3 2025
-0.9%
Q4 2025
-3.6%
Q1 2026
+13.6%

Sector allocation

Financials
27%
Communications
16%
Technology
15%
Services media
9%
Industrials
8%
Healthcare
7%
Materials
5%
Utilities
4%

Long book by quarter

$525.1M
Q1 2024
$499.2M
Q2 2024
$563.0M
Q3 2024
$557.7M
Q4 2024
$577.5M
Q1 2025
$587.1M
Q2 2025
$636.3M
Q3 2025
$610.1M
Q4 2025
$585.1M
Q1 2026

What does CAPITAL MANAGEMENT own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
IDCC INTERDIGITAL INCFinancials112.9K$34.1M5.8%-3.2%
PBI PITNEY BOWES INCTechnology2.7M$29.7M5.1%-8.2%
GTN GRAY MEDIA INCCommunications6.2M$26.9M4.6%+0.8%
AEM AGNICO EAGLE MINES LTDMaterials130.2K$26.4M4.5%-2.9%
ACU ACME UNITED CORPIndustrials501.0K$22.5M3.8%-7.3%
CNXC CONCENTRIX CORPServices media768.7K$21.0M3.6%+50.2%
ACCO ACCO BRANDS CORPOther7.0M$20.9M3.6%+26.3%
MC MOELIS & CO - CLASS AFinancials355.2K$20.2M3.5%+15.1%
OKE ONEOK INCUtilities209.9K$19.0M3.2%-14.0%
NXST NEXSTAR MEDIA GROUP INCCommunications103.0K$18.6M3.2%-19.3%
ST SENSATA TECHNOLOGIES HOLDINGTechnology487.2K$17.2M2.9%-16.6%
GS GOLDMAN SACHS GROUP INCFinancials20.3K$17.1M2.9%-6.6%
SBGI SINCLAIR INCCommunications1.3M$16.9M2.9%-6.1%
QCOM QUALCOMM INCTechnology123.7K$15.9M2.7%+25.4%
CRD/A CRAWFORD & COMPANY -CL AFinancials1.5M$14.6M2.5%+2.1%
PFG PRINCIPAL FINANCIAL GROUPFinancials151.9K$13.7M2.3%-9.7%
TSQ TOWNSQUARE MEDIA INC - CL ACommunications2.5M$13.5M2.3%New
CNX CNX RESOURCES CORPEnergy329.4K$12.7M2.2%-6.5%
C CITIGROUP INCFinancials108.4K$12.3M2.1%-4.6%
SIRI SIRIUS XM HOLDINGS INCCommunications530.5K$12.2M2.1%+3.3%
MA MASTERCARD INC - AServices media23.9K$12.0M2.0%+3.7%
LFVN LIFEVANTAGE CORPHealthcare2.4M$10.5M1.8%+14.4%
V VISA INC-CLASS A SHARESServices media33.9K$10.3M1.8%+4.2%
CME CME GROUP INCFinancials34.5K$10.2M1.7%-0.3%
GOOGL ALPHABET INC-CL ATechnology34.8K$10.0M1.7%-8.4%
FDS FACTSET RESEARCH SYSTEMS INCTechnology42.8K$9.3M1.6%New
PRU PRUDENTIAL FINANCIAL INCFinancials93.9K$9.2M1.6%+3.3%
HRMY HARMONY BIOSCIENCES HOLDINGSHealthcare317.9K$8.9M1.5%+12.9%
PRAA PRA GROUP INCFinancials442.5K$7.7M1.3%0.0%
LOW LOWE'S COS INCConsumer discretionary32.5K$7.7M1.3%-1.4%
EXEL EXELIXIS INCHealthcare165.1K$7.1M1.2%-10.7%
TAP MOLSON COORS BEVERAGE CO - BConsumer staples152.7K$6.6M1.1%-0.1%
ANIK ANIKA THERAPEUTICS INCHealthcare447.7K$6.5M1.1%-10.5%
CARR CARRIER GLOBAL CORPIndustrials110.4K$6.2M1.1%-12.4%
UPS UNITED PARCEL SERVICE-CL BIndustrials59.7K$5.9M1.0%-18.9%
BMY BRISTOL-MYERS SQUIBB COHealthcare92.8K$5.6M1.0%-7.6%
MHH MASTECH DIGITAL INCServices media956.9K$5.4M0.9%+11.0%
LEA LEAR CORPIndustrials43.2K$5.2M0.9%-2.1%
CRD/B CRAWFORD & CO -CL BFinancials515.7K$5.2M0.9%+0.3%
MO ALTRIA GROUP INCConsumer staples75.5K$5.0M0.9%-26.5%
TOL TOLL BROTHERS INCIndustrials24.8K$3.4M0.6%-1.0%
WT WISDOMTREE INCFinancials118.1K$1.7M0.3%-79.0%
KMI KINDER MORGAN INCUtilities45.6K$1.5M0.3%-80.7%
TXT TEXTRON INCIndustrials12.0K$1.0M0.2%-4.2%
WMB WILLIAMS COS INCUtilities5.4K$393K0.1%Held
XOM EXXON MOBIL CORPEnergy1.9K$329K0.1%Held
D DOMINION ENERGY INCUtilities4.5K$278K0.0%-22.3%
AAPL APPLE INCTechnology950$241K0.0%Held
NSC NORFOLK SOUTHERN CORPIndustrials800$230K0.0%Held
ABBV ABBVIE INCHealthcare1.0K$223K0.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 23, 202671$585.1M canonicalSEC ↗
Q4 202513F-HRFeb 2, 202674$610.1M canonicalSEC ↗
Q3 202513F-HRNov 4, 202579$636.3M canonicalSEC ↗
Q2 202513F-HRJul 28, 202580$587.1M canonicalSEC ↗
Q1 202513F-HRMay 5, 202578$577.5M canonicalSEC ↗
Q4 202413F-HRFeb 7, 202577$557.7M canonicalSEC ↗
Q3 202413F-HROct 30, 202479$563.0M canonicalSEC ↗
Q2 202413F-HRJul 25, 202475$499.2M canonicalSEC ↗
Q1 202413F-HRMay 10, 202479$525.1M canonicalSEC ↗