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Southern shares owned by Portman Square Capital

Quarter-by-quarter ownership of Southern shares owned by Portman Square Capital from 13F filings

Historical chart of Portman Square Capital investment in Southern

Tip: Access up to 7 years of quarterly data

All positions including Southern held by Portman Square Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern by Portman Square Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $89M 1.8M 49.79

More positions owned by Portman Square Capital

Nextera Energy (NEE)
Spdr Gold Tr Gold Shs Call Option (GLD)
Boeing Company Put Option (BA)
Kkr & Co Put Option (KKR)
Southern Unit 12/15/2028
Southern Company Put Option (SO)
Albemarle Corporation (ALB)
Alibaba Group Hldg Note 0.500% 6/0 (Principal)
Ugi Corp Note 5.000% 6/0 (Principal)
PG&E Corporation (PCG)
Hewlett Packard Enterprise (HPE)
Ares Management Corporation Cl A Com Stk Put Option (ARES)
Nebius Group Shs Class A Put Option (NBIS)
UGI Corporation Put Option (UGI)
Alibaba Group Hldg Sponsored Ads Put Option (BABA)

View all positions for Portman Square Capital

Top funds holding Southern

Portman Square Capital
Massachusetts Financial Services
Whittier Trust

View all funds holding Southern