Progeny 3, Inc. — 13F Holdings

2026 Q1  ·  40 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Progeny 3, Inc. maintained a portfolio of 40 distinct positions. The most significant new addition was AMAZON COM INC, now representing 2.79% of the total fund value. They heavily accumulated shares in PRICESMART INC, increasing the position by 18.5%. Conversely, Progeny 3, Inc. completely exited their position in TALEN ENERGY CORP.
Position History hover any row below to update
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Progeny 3, Inc. Charlotte, NC RIA / Multi-Family Office AUM $1,774M
PCA Score Concentration Risk
Risk ENB
Total Positions
40
Quarter
2026 Q1
Top Holding
CCJ (13.6%)
Top 10 Concentration
60.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-40 of 40

Progeny 3, Inc. Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
CCJ
CAMECO CORP
Energy 13.63% 11.56% #1
Prev: #1
7.0 no change no change
P
S
2,347,131 $254,921,898
$19.74 +470.4%
$108.61 +3.6%
2018 Q3 13F Filing 2026-03-31 2026-05-15
IBKR
INTERACTIVE BRO...
Financial Services 7.88% 7.37% #2 1
Prev: #3
5.2 65,880 3.1%
P
S
2,195,640 $147,261,575
$53.18 +27.4%
$67.07 +1.0%
2024 Q3 13F Filing 2026-03-31 2026-05-15
APG
API GROUP CORP
Industrials 7.67% 7.29% #3 1
Prev: #4
5.1 no change no change
P
S
3,540,787 $143,472,689
$23.67 +77.6%
$40.52 +3.7%
2022 Q3 13F Filing 2026-03-31 2026-05-15
TIC
TIC SOLUTIONS I...
Industrials 5.39% 8.29% #4 2
Prev: #2
3.2 92,015 0.6%
P
S
15,323,105 $100,826,031 2025 Q1 13F Filing 2026-03-31 2026-05-15
IVV
ISHARES TR
ETF 4.86% 5.13% #5 1
Prev: #6
3.4 no change no change
P
S
139,069 $90,841,261 2015 Q3 13F Filing 2026-03-31 2026-05-15
ARLP
ALLIANCE RESOUR...
Energy 4.78% 4.10% #6 2
Prev: #8
2.4 -52,907 -1.6%
P
S
3,229,764 $89,302,975 2021 Q4 13F Filing 2026-03-31 2026-05-15
SSNC
SS&C TECHNOLOGI...
Technology 4.55% 5.30% #7 2
Prev: #5
3.8 133,400 11.9%
P
S
1,258,900 $85,063,873 2023 Q4 13F Filing 2026-03-31 2026-05-15
GFL
GFL ENVIRONMENT...
Industrials 4.32% 4.72% #8 1
Prev: #7
2.2 -104,810 -5.1%
P
S
1,937,200 $80,819,984 2024 Q1 13F Filing 2026-03-31 2026-05-15
MLM
MARTIN MARIETTA...
Basic Materials 3.56% 3.79% #9 1
Prev: #10
2.4 no change no change
P
S
113,150 $66,609,142 2025 Q1 13F Filing 2026-03-31 2026-05-15
EQT
EQT CORP
Energy 3.44% 2.80% #10 6
Prev: #16
1.9 37,600 3.9%
P
S
1,009,400 $64,238,216 2023 Q4 13F Filing 2026-03-31 2026-05-15
EPD
ENTERPRISE PROD...
Energy 3.41% 3.02% #11 2
Prev: #13
1.9 -63,675 -3.6%
P
S
1,683,631 $63,708,597 2014 Q3 13F Filing 2026-03-31 2026-05-15
VOO
VANGUARD INDEX ...
ETF 3.30% 3.49% #12 1
Prev: #11
2.3 no change no change
P
S
103,300 $61,726,915 2022 Q3 13F Filing 2026-03-31 2026-05-15
MPLX
MPLX LP
Energy 3.10% 3.04% #13 1
Prev: #12
1.7 -42,993 -4.1%
P
S
1,015,966 $57,981,180 2019 Q3 13F Filing 2026-03-31 2026-05-15
AEM
AGNICO EAGLE MI...
Basic Materials 3.09% 2.60% #14 3
Prev: #17
2.2 no change no change
P
S
284,925 $57,834,077 2024 Q2 13F Filing 2026-03-31 2026-05-15
SOLS
SOLSTICE ADVANC...
Basic Materials 2.98% 1.91% #15 5
Prev: #20
2.2 no change no change
P
S
731,100 $55,680,576 2025 Q4 13F Filing 2026-03-31 2026-05-15
DAKT
DAKTRONICS INC
Technology 2.87% 2.92% #16 2
Prev: #14
2.1 no change no change
P
S
2,746,408 $53,692,276 2024 Q1 13F Filing 2026-03-31 2026-05-15
ET
ENERGY TRANSFER...
Energy 2.83% 2.55% #17 1
Prev: #18
1.6 -131,578 -4.6%
P
S
2,743,907 $52,957,405 2019 Q3 13F Filing 2026-03-31 2026-05-15
AMZN
AMAZON COM INC
Consumer Cyclical 2.79% #18
Prev: #—
4.6 250,100
NEW
250,100 $52,088,327 2020 Q1 13F Filing 2026-03-31 2026-05-15
TSLX
SIXTH STREET SP...
Financial Services 2.43% 2.90% #19 4
Prev: #15
2.0 no change no change
P
S
2,476,398 $45,516,195 2014 Q3 13F Filing 2026-03-31 2026-05-15
PSMT
PRICESMART INC
Consumer Defensive 2.19% 1.52% #20 3
Prev: #23
2.9 42,500 18.5%
P
S
272,100 $40,951,050 2025 Q3 13F Filing 2026-03-31 2026-05-15
ARCC
ARES CAPITAL CO...
Financial Services 2.14% 2.42% #21 2
Prev: #19
1.9 no change no change
P
S
2,224,728 $40,089,599 2022 Q3 13F Filing 2026-03-31 2026-05-15
NRP
NATURAL RESOURC...
Energy 2.02% 1.76% #22 1
Prev: #21
1.8 no change no change
P
S
312,523 $37,815,283 2024 Q4 13F Filing 2026-03-31 2026-05-15
PAR
PAR TECHNOLOGY ...
Technology 1.55% 4.02% #23 14
Prev: #9
2.6 114,500 5.6%
P
S
2,170,808 $28,936,871 2022 Q1 13F Filing 2026-03-31 2026-05-15
POOL
POOL CORP
Industrials 1.51% #24
Prev: #—
4.1 140,000
NEW
140,000 $28,326,200 2026 Q1 13F Filing 2026-03-31 2026-05-15
BRK/B
BERKSHIRE HATHA...
Financial Services 1.36% 1.44% #25 1
Prev: #24
1.5 no change no change
P
S
53,239 $25,512,129 2020 Q2 13F Filing 2026-03-31 2026-05-15
BXSL
BLACKSTONE SECD...
Financial Services 0.98% 1.09% #26
Prev: #26
1.4 no change no change
P
S
772,156 $18,292,376 2024 Q4 13F Filing 2026-03-31 2026-05-15
CLBT
CELLEBRITE DI L...
Technology 0.83% #27
Prev: #—
3.8 1,128,129
NEW
1,128,129 $15,545,618 2026 Q1 13F Filing 2026-03-31 2026-05-15
HCC
WARRIOR MET COA...
Basic Materials 0.27% 0.26% #28
Prev: #28
1.1 no change no change
P
S
54,235 $5,051,990 2021 Q3 13F Filing 2026-03-31 2026-05-15
ABVX
ABIVAX SA
Healthcare 0.07% 0.09% #29 3
Prev: #32
1.0 no change no change
P
S
12,240 $1,362,924 2025 Q3 13F Filing 2026-03-31 2026-05-15
PCVX
VAXCYTE INC
Healthcare 0.07% 0.06% #30 6
Prev: #36
1.0 no change no change
P
S
23,300 $1,353,963 2025 Q4 13F Filing 2026-03-31 2026-05-15
ASND
ASCENDIS PHARMA...
Healthcare 0.06% 0.06% #31 4
Prev: #35
1.0 no change no change
P
S
5,230 $1,196,258 2025 Q4 13F Filing 2026-03-31 2026-05-15
CRNX
CRINETICS PHARM...
Healthcare 0.05% 0.06% #32 2
Prev: #34
1.0 no change no change
P
S
24,000 $871,680 2025 Q4 13F Filing 2026-03-31 2026-05-15
QXO
QXO INC
Industrials 0.00% 0.06%
Sold All 😨
(Was: #37)
0.0 -54,500 -100.0%
CLOSED
$— 2025 Q4 13F Filing 2026-03-31 2026-05-15
PRCH
PORCH GROUP INC
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #33)
0.0 -128,910 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2026-03-31 2026-05-15
BTU
PEABODY ENGR CO...
Energy 0.00% 0.14%
Sold All 😨
(Was: #31)
0.0 -89,160 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2026-03-31 2026-05-15
DQ
DAQO NEW ENERGY...
Technology 0.00% 0.16%
Sold All 😨
(Was: #30)
0.0 -103,400 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2026-03-31 2026-05-15
JKS
JINKOSOLAR HLDG...
Technology 0.00% 0.17%
Sold All 😨
(Was: #29)
0.0 -119,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2026-03-31 2026-05-15
SEI
SOLARIS ENERGY ...
Energy 0.00% 0.80%
Sold All 😨
(Was: #27)
0.0 -322,300 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2026-03-31 2026-05-15
CMPO
COMPOSECURE INC
Unknown 0.00% 1.32%
Sold All 😨
(Was: #25)
0.0 -1,268,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2026-03-31 2026-05-15
TLN
TALEN ENERGY CO...
Utilities 0.00% 1.75%
Sold All 😨
(Was: #22)
0.0 -86,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2026-03-31 2026-05-15
Showing 1-40 of 40 holdings

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