Company Overview - FirstCash Holdings, Inc. operates a large network of retail pawn stores across the United States and Latin America, providing short-term secured loans and retailing forfeited collateral, with 2,825 stores as of December 31, 2021, supporting a diversified revenue base [1] - The company focuses on serving underbanked populations and leverages retail operations for both lending and merchandise sales, providing a defensible business model in the non-bank credit sector [1] Recent Stock Performance - As of January 7, 2026, FirstCash shares were priced at $165.66, reflecting a 57.16% increase over the past year, outperforming the S&P 500 by 45.26 percentage points [2] - Over the last five years, FirstCash's stock has generated a total return of 160%, equating to a compound annual growth rate (CAGR) of 21% [8] Institutional Transactions - Profit Investment Management, LLC sold its entire holding of 16,257 shares in FirstCash during the most recent quarter, with an estimated transaction value of $2.58 million [3][4] - This sale reduced Profit Investment's overall holdings from $2.6 million to zero, and the position previously accounted for 3.2% of the fund's assets under management (AUM) [4][6] Broader Market Context - The decision by Profit Investment to sell its entire stake in FirstCash may reflect a broader strategy to reduce risk and raise cash, as the firm sold around 69% of its total stock holdings during the quarter [6][7] - FirstCash's strong stock performance, advancing by 57% over the last year, supports the theory that the sale was part of a risk management strategy [7]