What smart money is saying about CoreCivic Inc.
CXW
No fund has written a full thesis on CoreCivic Inc. in our archive, but 1 fund letter reports a position in it, most recently AMG River Road Small Cap Value Fund in December 2024.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in CoreCivic Inc. on record in the archive was reported in Q4 2024, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2024 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- December 2024
“Another top contributor during the quarter was private prison owner and operator CoreCivic Inc. (CXW), which also rallied after the victory of President Trump and the Republican party. Like GEO, CXW is also poised to play a large role in President Trump’s plan of mass deportation of undocumented immigrants. We expect that as with GEO, ICE will take all available CXW detention beds for the foreseeable future. Given increased bed demand from state customers, the industry may experience a degree of pricing power not historically seen. CXW’s rally lagged GEO’s because CXW does not have any contracts for electronic monitoring. However, CXW has been investing in this capability, and we believe it makes sense for the U.S. government to diversify its providers as it is likely to significantly expand the size and scope of electronic monitoring. We trimmed the position.”
CoreCivic Inc.
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