| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Newstar Finl Inc Com | 3,945,166 | 55,469,000 | 16.63% | ||
| 2 | BANK AMER CORP | 6,143,728 | 42,146,000 | 12.64% | ||
| 3 | BANCORP INC DEL | 2,566,995 | 30,573,000 | 9.17% | ||
| 4 | LYON WILLIAM | 882,000 | 26,848,000 | 8.05% | ||
| 5 | OCWEN FINL CORP | 545,601 | 20,242,000 | 6.07% | ||
| 6 | REGIONAL MGMT CORP | 1,268,960 | 19,631,000 | 5.89% | ||
| 7 | OFG BANCORP COM | 1,028,000 | 18,925,000 | 5.68% | ||
| 8 | LendingTree, Inc. | 560,363 | 16,329,000 | 4.90% | ||
| 9 | META FINL GROUP INC | 368,532 | 14,741,000 | 4.42% | ||
| 10 | Consumer Portfolio Services Inc | 1,618,538 | 12,333,000 | 3.70% | ||
| 11 | SEACOAST BKG CORP FLA | 1,132,087 | 12,306,000 | 3.69% | ||
| 12 | BEAZER HOMES USA INC | 535,886 | 11,243,000 | 3.37% | ||
| 13 | FIRST BANCORP P R COM NEW | 1,750,000 | 9,520,000 | 2.86% | ||
| 14 | STONEGATE MTG CORP | 590,000 | 8,231,000 | 2.47% | ||
| 15 | FIRST ACCEPTANCE CORP | 2,684,531 | 6,577,000 | 1.97% | ||
| 16 | FIRST MARBLEHEAD CORP | 1,138,161 | 5,975,000 | 1.79% | ||
| 17 | ALTISOURCE RESIDENTIAL CORP CL B | 187,000 | 4,868,000 | 1.46% | ||
| 18 | ZIONS BANCORPORATION | 794,900 | 4,181,000 | 1.25% | ||
| 19 | NEW HOME CO INC COM | 278,700 | 3,938,000 | 1.18% | ||
| 20 | First Security Group Inc | 1,704,705 | 3,699,000 | 1.11% | ||
| 21 | FIRST UTD CORP | 281,086 | 2,465,000 | 0.74% | ||
| 22 | SERVISFIRST BANCSHARES INC COM | 17,500 | 1,512,000 | 0.45% | ||
| 23 | CREDIT ACCEP CORP MICH | 5,000 | 616,000 | 0.18% | ||
| 24 | Bank Of America 18 WTS | 741,000 | 556,000 | 0.17% | ||
| 25 | JPMORGAN CHASE & CO | 5,000 | 288,000 | 0.09% | ||
| 26 | CITIGROUP INC | 5,000 | 236,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-14-004404, filed 2014.08.13).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
