Stock Taper 
PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Fair Isaac Corporation | FICO | 7.34K | $8.77M |
 Cavco Industries, Inc. | CVCO | 8.81K | $5.41M |
 Evercore Inc. | EVR | 21.19K | $7.24M |
 Enova International, Inc. | ENVA | 24.36K | $5.86M |
 Morgan Stanley | MS | 28.4K | $5.94M |
 Chubb Limited | CB | 30.3K | $10.32M |
 The Hanover Insurance Group, Inc. | THG | 31.04K | $6.65M |
 FirstCash Holdings, Inc | FCFS | 37.1K | $8.03M |
 Cameco Corporation | CCJ | 45.3K | $4.61M |
 State Street Corporation | STT | 46.55K | $7.89M |
 Arthur J. Gallagher & Co. | AJG | 49.5K | $11.36M |
 GATX Corporation | GATX | 50.5K | $8.95M |
 FTAI Aviation Ltd. | FTAI | 53.42K | $14.45M |
 Mercury General Corporation | MCY | 63.2K | $6.74M |
 Ares Management Corporation | ARES | 70.5K | $7.85M |
 Champion Homes, Inc. | SKY | 71.1K | $6.27M |
 Willis Lease Finance Corporation | WLFC | 72.76K | $16.65M |
 Triumph Financial, Inc. | TFIN | 81.78K | $6.24M |
 AXIS Capital Holdings Limited | AXS | 99.56K | $10.7M |
 Customers Bancorp, Inc. | CUBI | 112.14K | $8.87M |