| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | META FINL GROUP INC | 506,950 | 23,284,000 | 11.37% | ||
| 2 | Newstar Finl Inc Com | 2,592,734 | 23,283,000 | 11.37% | ||
| 3 | TRISTATE CAP HLDGS INC COM | 1,489,960 | 20,845,000 | 10.18% | ||
| 4 | REGIONAL MGMT CORP | 1,245,557 | 19,269,000 | 9.41% | ||
| 5 | NEW HOME CO INC COM | 1,358,301 | 17,604,000 | 8.60% | ||
| 6 | BANK AMER CORP | 2,926,343 | 17,031,000 | 8.32% | ||
| 7 | BANCORP INC DEL | 2,323,703 | 14,802,000 | 7.23% | ||
| 8 | Consumer Portfolio Services Inc | 2,520,963 | 13,084,000 | 6.39% | ||
| 9 | STONEGATE MTG CORP | 2,015,380 | 10,984,000 | 5.36% | ||
| 10 | FIRST ACCEPTANCE CORP | 4,103,807 | 9,767,000 | 4.77% | ||
| 11 | SERVISFIRST BANCSHARES INC COM | 184,142 | 8,752,000 | 4.27% | ||
| 12 | FIRST MARBLEHEAD CORP | 1,147,161 | 4,830,000 | 2.36% | ||
| 13 | OFG BANCORP COM | 593,773 | 4,347,000 | 2.12% | ||
| 14 | LYON WILLIAM | 260,332 | 4,295,000 | 2.10% | ||
| 15 | QCR HOLDINGS INC | 163,492 | 3,971,000 | 1.94% | ||
| 16 | ZIONS BANCORPORATION | 1,028,939 | 3,488,000 | 1.70% | ||
| 17 | FIRST UTD CORP | 282,086 | 3,300,000 | 1.61% | ||
| 18 | CITIGROUP INC | 13,000 | 673,000 | 0.33% | ||
| 19 | BEAZER HOMES USA INC | 50,434 | 579,000 | 0.28% | ||
| 20 | ALERUS FINANCIAL CORP | 13,041 | 246,000 | 0.12% | ||
| 21 | Bank Of America 18 WTS | 741,000 | 200,000 | 0.10% | ||
| 22 | BANK AMER CORP | 10,000 | 168,000 | 0.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-010808, filed 2016.02.16).
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.
