What smart money is saying about PROG Holdings Inc.
PRG
No fund has written a full thesis on PROG Holdings Inc. in our archive, but 2 fund letters report a position in it — most recently Vulcan Value Partners Quarterly Fund in June 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in PROG Holdings Inc. on record in the archive was reported in Q2 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- June 2026
“We purchased two positions during the quarter: Badger Meter Inc. and TPG Inc. We sold one position during the quarter: Park Hotels and Resorts Inc. There were five material contributors to performance: PROG Holdings Inc., MillerKnoll Inc., Fortune Brands Innovations Inc., Ituran Location and Control Ltd., and Littelfuse Inc.”
PROG Holdings Inc. - June 2026
“PROG Holdings (Progressive) provides lease-to-own financing to retailers and their non-prime customers.”
PROG Holdings Inc.
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