What smart money is saying about FirstCash Holdings, Inc.
1 fund in our archive has pitched FirstCash Holdings, Inc. — most recently Fiduciary Management in March 2025.
FirstCash Holdings, Inc, together with its subsidiaries, operates retail pawn stores in the United States, Mexico, and rest of Latin America. Its pawn stores lend money on the collateral of pledged personal property, including jewelry, electronics, tools, appliances, sporting goods, and musical instruments; and retails merchandise acquired through collateral forfeitures on forfeited pawn loans and over-the-counter purchases of merchandise directly from customers. The company is also involved in melting scrap jewelry, as well as sells gold, silver, and diamonds in commodity markets. As of December 31, 2021, it operated 1,081 stores in the United States and the District of Columbia; 1,656 stores in Mexico; 60 stores in Guatemala; 13 stores in El Salvador; and 15 stores in Colombia. The company was incorporated in 1988 and is headquartered in Fort Worth, Texas.
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Position history
Between Q1 2025 and Q3 2026, 3 fund letters reported a position in FirstCash Holdings, Inc. — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 1 move
- New positionClearBridge Investments SMID Cap Growth StrategySeptember 2026
“Portfolio Highlights The ClearBridge SMID Cap Growth Strategy outperformed its Russell 2500 Growth Index benchmark during the third quarter. On an absolute basis, the Strategy had positive contributions from two of the nine sectors in which it was invested: health care and energy. Meanwhile, the industrials sector detracted the most. On a relative basis, overall stock selection contributed to performance, while overall sector allocation detracted. Stock selection in the health care, IT and energy sectors benefited performance. Conversely, an overweight to the industrials sector and stock selection in the consumer discretionary, consumer staples and industrials sectors weighed on relative results. On an individual stock basis, the biggest contributors to relative returns were Everpure, Natera, Charles River Laboratories, Rubrik and Dynatrace. The largest detractors from relative returns were Allegro MicroSystems, WillScot, Casey’s General Stores, RBC Bearings and BWX Technologies. In addition to the transactions discussed above, we added positions in, FirstCash in financials, JFrog in IT, Lindblad Expeditions in consumer discretionary, Materion in materials and Spyre Therapeutics and Twist Biosciences in health care.”
FirstCash Holdings, Inc. - June 2026
Listed in Heartland Advisors Value Plus Fund’s reported holdings.
FirstCash Holdings, Inc. - June 2026
“An example of the types of prospects we are seeing outside of Tech is FirstCash (FCFS) , which couldn’t be further away from the AI trade.”
FirstCash Holdings, Inc.
Fund coverage · 1 thesis
- Fiduciary ManagementMarch 2025
FirstCash Holdings, Inc. is a leading pawn operator that offers defensive, low-risk loans and is well-positioned for strong growth due to industry consolidation and regulatory barriers against new competition.
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