EMERALD MUTUAL FUND ADVISERS TRUST PAL — PROFICIENT AUTO LOGISTICS INC

Ownership history in EMERALD MUTUAL FUND ADVISERS TRUST  ·  6 quarters on record

AI Ownership Summary

EMERALD MUTUAL FUND ADVISERS TRUST reported PROFICIENT AUTO LOGISTICS INC (PAL) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.63% in 2024 Q2. The latest visible filing shows PAL at 0.10% 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 PAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EMERALD MUTUAL FUND ADVISERS TRUST's position in PROFICIENT AUTO LOGISTICS 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
2025 Q3

PAL was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 Q3

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.

PAL stock page EMERALD MUTUAL FUND ADVISERS TRUST fund profile EMERALD MUTUAL FUND ADVISERS TRUST full holdings
How EMERALD MUTUAL FUND ADVISERS TRUST held PAL — position size vs. price
% of Fund (quarterly)    PAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 15.5% +43.4% ❌ 273,289 -50,000 -15.5% 0.10% $1.9M 2025-10-30 $7.17
2025 Q2 UNCHANGED — — — 323,289 — 0% 0.14% $2.3M 2025-08-04 $6.50
2025 Q1 ADDED — — — 323,289 +181,838 +128.6% 0.19% $2.7M 2025-05-01 $7.76
2024 Q4 REDUCED 69.2% +3.7% ❌ 141,451 -317,905 -69.2% 0.07% $1.1M 2025-02-14 $10.80
2024 Q3 REDUCED 38.9% -44.5% ✅ 459,356 -292,660 -38.9% 0.34% $6.5M 2024-10-29 $8.23
2024 Q2 INITIATED — — — 752,016 — — 0.63% $12.1M 2024-08-06 $19.28

🏢 Other funds also holding PAL

As of 2026 Q1 — sorted by position size

WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.01% True Wealth Design, LLC 3Y 0.0% Fortitude Family Office, LLC 0.0% Sterling Capital Management LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% North Star Investment Management Corp. 3Y 7Y 0.0% SJS Investment Consulting Inc. 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About EMERALD MUTUAL FUND ADVISERS TRUST and PAL

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

How long has EMERALD MUTUAL FUND ADVISERS TRUST reported owning PAL?

EMERALD MUTUAL FUND ADVISERS TRUST reported PAL across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported PAL position in EMERALD MUTUAL FUND ADVISERS TRUST's portfolio?

The largest reported portfolio weight for PAL was 0.63% in 2024 Q2.

What is the latest reported PAL position on this page?

The most recent filing on this page is 2025 Q3, when EMERALD MUTUAL FUND ADVISERS TRUST reported 273,289 shares, equal to 0.10% of portfolio, with an estimated market value of $1.9M.

What does the chart on this PAL ownership page compare?

The chart compares EMERALD MUTUAL FUND ADVISERS TRUST's quarterly PAL 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.

How well did EMERALD MUTUAL FUND ADVISERS TRUST time their PAL position?

Based on 13F filing dates vs. subsequent PAL price moves, EMERALD MUTUAL FUND ADVISERS TRUST correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on PAL relative to SPY over the holding period was -72.2%.

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