What smart money is saying about The Geo Group, Inc.
GEO
No fund has written a full thesis on The Geo Group, Inc. in our archive, but 2 fund letters report a position in it, most recently Buffalo High Yield Fund in March 2026.
Get an email when a fund buys, sells or pitches it
2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q4 2024 and Q1 2026, 2 fund letters reported a position in The Geo Group, Inc., with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 0 |
| 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 · 2 positions · 1 move
- March 2026
“TOP 10 HOLDINGS (%)* Amneal Pharmaceuticals, LLC (Term Loan, 7/23/32) 2.26 Grupo Aeromexico (8.625%, 11/15/31) 2.14 Verde Purchaser, LLC (Term Loan, 11/17/30) 1.78 Ardonagh Group Finance, Ltd. (8.875%, 2/15/32) 1.71 Nexus Buyer, LLC (Term Loan, 7/31/31) 1.58 Saturn Oil & Gas Inc. (9.625%, 6/15/29) 1.53 Endo Finance Holdings, Inc. (Term Loan, 4/23/31) 1.47 Harrow, Inc. (8.625%, 9/15/30) 1.41 Northern Oil And Gas, Inc. (8.125%, 3/1/28) 1.37 The Geo Group, Inc. (10.250%, 4/15/31) 1.31 Top 10 Holdings Total 16.56”
The Geo Group, Inc. - December 2024
“The holding with the highest contribution to active return in the portfolio during Q4 was GEO Group Inc. (GEO), an owner and operator of private prisons for federal, state, local, and foreign governments. GEO rallied significantly after the U.S. election victory of President Trump and the Republican majority in the House and Senate. GEO is poised to play a large role in President Trump’s top agenda item of mass deportation of undocumented immigrants. Given the estimates of roughly 11 million to 13 million undocumented immigrants crossing the border during the Biden administration, the resources required for deportation will be enormous. The demand for detention beds should greatly exceed the available supply for several years. We expect GEO’s largest customer, Immigration and Customs Enforcement (ICE), will take all available GEO detention beds for the foreseeable future. Additionally, GEO’s electronic monitoring segment has held the exclusive contract for ICE’s Alternatives to Detention program for 15 years. This is GEO’s highest margin segment, and we expect a substantial increase in electronic monitoring usage. We trimmed the position.”
The Geo Group, Inc.
Read the letters behind these The Geo Group, Inc. positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves, and to Warren AI, which reads all of them for you.
View plans→Share this ledger