DOSSIER · 13F-HR · Q2 2026
Petrus Trust Company, LTA
$1.1B in tracked AUM across 27 positions as of Q2 2026.
PT
CIK 0001473429 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
The most striking feature of Petrus Trust Company, LTA’s 13F filing for the period ending September 30, 2025, is the dramatic contraction in portfolio size. The total value plummeted by 44.3%, decreasing from $963.67 million to $537.16 million. This reduction is not merely a function of market depreciation but indicates a significant strategic shift toward capital reallocation or distribution. The manager executed a high-turnover strategy this quarter, with 32 new positio...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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