PENN DAVIS MCFARLAND INC FCFS — FIRSTCASH HLDGS INC

Ownership history in PENN DAVIS MCFARLAND INC  ·  8 quarters on record

AI Ownership Summary

PENN DAVIS MCFARLAND INC reported FIRSTCASH HLDGS INC (FCFS) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.14% in 2026 Q2. The latest visible filing shows FCFS at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FCFS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PENN DAVIS MCFARLAND INC's position in FIRSTCASH HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FCFS was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FCFS stock page PENN DAVIS MCFARLAND INC fund profile PENN DAVIS MCFARLAND INC full holdings
How PENN DAVIS MCFARLAND INC held FCFS — position size vs. price
% of Fund (quarterly)    FCFS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 7,220 — 0% 0.14% $1.6M 2026-07-15 $215.23
2026 Q1 UNCHANGED — — — 7,220 — 0% 0.13% $1.4M 2026-04-21 $207.69
2025 Q4 REDUCED — — — 7,220 -200 -2.7% 0.11% $1.2M 2026-01-16 $170.39
2025 Q3 UNCHANGED — — — 7,420 — 0% 0.12% $1.2M 2025-10-21 $152.34
2025 Q2 UNCHANGED — — — 7,420 — 0% 0.11% $1.0M 2025-07-15 $128.67
2025 Q1 UNCHANGED — — — 7,420 — 0% 0.11% $893K 2025-04-23 $119.18
2024 Q4 UNCHANGED — — — 7,420 — 0% 0.08% $769K 2025-01-16 $110.05
2024 Q3 INITIATED — — — 7,420 — — 0.10% $852K 2024-10-18 $110.57

🏢 Other funds also holding FCFS

As of 2026 Q2 — sorted by position size

Midway Capital Research & Management 2.38% PVG ASSET MANAGEMENT CORP 3Y 7Y 1.38% BDFS Capital LLC 0.47% Linden Thomas Advisory Services, LLC 3Y 0.23% CWA Asset Management Group, LLC 3Y 7Y 0.22% AEGON ASSET MANAGEMENT UK PLC 3Y 7Y 0.18% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.1% Arista Wealth Management, LLC 3Y 0.1% DIVERSIFIED MANAGEMENT INC 0.08% RFG Advisory, LLC 3Y 7Y 0.05%

FAQ About PENN DAVIS MCFARLAND INC and FCFS

These are the practical questions this page is built to answer before you even open the full history table.

How long has PENN DAVIS MCFARLAND INC reported owning FCFS?

PENN DAVIS MCFARLAND INC reported FCFS across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported FCFS position in PENN DAVIS MCFARLAND INC's portfolio?

The largest reported portfolio weight for FCFS was 0.14% in 2026 Q2.

What is the latest reported FCFS position on this page?

The most recent filing on this page is 2026 Q2, when PENN DAVIS MCFARLAND INC reported 7,220 shares, equal to 0.14% of portfolio, with an estimated market value of $1.6M.

What does the chart on this FCFS ownership page compare?

The chart compares PENN DAVIS MCFARLAND INC's quarterly FCFS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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