Current Market Value 963,671,358
Current Holdings 499
Most Recent File Date 2025-08-14
Total Filings on Record 53
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Petrus Trust Company, LTA . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 499 963,671
2025-05-15 2025-03-31 13F-HR 575 1,071,312
2025-02-14 2024-12-31 13F-HR 572 1,033,400
2024-11-14 2024-09-30 13F-HR 536 1,026,041
2024-08-14 2024-06-30 13F-HR 576 1,071,140
2024-05-15 2024-03-31 13F-HR 610 1,106,254
2024-02-14 2023-12-31 13F-HR 585 1,054,533
2023-11-14 2023-09-30 13F-HR 556 934,209
2023-08-14 2023-06-30 13F-HR 566 889,581
2023-05-15 2023-03-31 13F-HR 523 824,798
2023-02-14 2022-12-31 13F-HR 469 787,315
2022-11-14 2022-09-30 13F-HR 236 703,064
2022-08-15 2022-06-30 13F-HR 134 700,648
2022-05-16 2022-03-31 13F-HR 68 782,094
2022-02-14 2021-12-31 13F-HR 135 855,832
2021-11-15 2021-09-30 13F-HR 82 903,273
2021-08-16 2021-06-30 13F-HR 82 947,214
2021-05-17 2021-03-31 13F-HR 59 1,043,456
2021-02-16 2020-12-31 13F-HR 76 1,007,222
2020-11-16 2020-09-30 13F-HR 265 959,495
2020-08-14 2020-06-30 13F-HR 251 858,538
2020-05-15 2020-03-31 13F-HR 179 696,958
2020-02-14 2019-12-31 13F-HR 281 628,301
2019-11-14 2019-09-30 13F-HR 269 565,484
2019-08-14 2019-06-30 13F-HR 270 564,375
2019-05-15 2019-03-31 13F-HR 263 516,296
2019-02-14 2018-12-31 13F-HR 219 456,330
2018-11-14 2018-09-30 13F-HR 241 453,599
2018-08-14 2018-06-30 13F-HR 278 471,068
2018-05-15 2018-03-31 13F-HR 161 429,879
2018-02-14 2017-12-31 13F-HR 156 403,635
2017-11-14 2017-09-30 13F-HR 178 422,101
2017-08-14 2017-06-30 13F-HR 172 429,687
2017-05-15 2017-03-31 13F-HR 178 443,327
2017-02-14 2016-12-31 13F-HR 181 407,254
2016-11-14 2016-09-30 13F-HR 176 438,344
2016-08-15 2016-06-30 13F-HR 170 442,861
2016-05-16 2016-03-31 13F-HR 181 486,405
2016-02-16 2015-12-31 13F-HR 164 479,557
2015-11-16 2015-09-30 13F-HR 132 471,074
2015-08-14 2015-06-30 13F-HR 101 440,089
2015-05-15 2015-03-31 13F-HR 68 429,472
2015-02-17 2014-12-31 13F-HR 65 407,422
2014-11-14 2014-09-30 13F-HR 52 405,688
2014-08-14 2014-06-30 13F-HR 47 374,688
2014-05-15 2014-03-31 13F-HR 48 386,635
2014-02-14 2013-12-31 13F-HR 46 381,489
2014-02-13 2013-09-30 13F-HR/A 1 R 46 378,943
2013-11-14 2013-09-30 13F-HR 45 366,406
2014-02-13 2013-06-30 13F-HR/A 1 R 0 0
2013-08-14 2013-06-30 13F-HR 45 381,603
2014-02-13 2013-03-31 13F-HR/A 1 R 47 497,869
2014-02-13 2012-12-31 13F-HR/A 1 R 53 467,118