FJ Capital Management LLC

data from 30/09/2025

Capitalization

$ 936.599 M -0.68 %

Average holding period

5 ans

Performance

$ 721.278 M 128.74 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in FJ Capital Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 HOMETRUST BANCSHARES INC 7.35% 68.798 M $ 1680469 2020/12/31 6.117 M $ 9.44 %
2025/09/30 SSB SOUTHSTATE BK CORP 5.57% 52.198 M $ 527942 2025/09/30 0.000 $ 0.00 %
2025/09/30 EQBK EQUITY BANCSHARES INC 5.31% 49.768 M $ 1222791 2015/12/31 -112.609 K $ -0.25 %
2025/09/30 WBS WEBSTER FINL CORP 3.96% 37.118 M $ 624464 2024/12/31 3.291 M $ 8.86 %
2025/09/30 SBCF SEACOAST BKG CORP FLA 3.93% 36.820 M $ 1209996 2025/03/31 3.244 M $ 10.17 %
2025/09/30 SFST SOUTHERN FIRST BANCSHARES 3.80% 35.615 M $ 807223 2020/12/31 4.916 M $ 16.01 %
2025/09/30 OSBC OLD SECOND BANCORP INC ILL 3.54% 33.186 M $ 1919934 2014/06/30 -826.799 K $ -2.54 %
2025/09/30 RBB RBB BANCORP 3.03% 28.354 M $ 1511408 2021/06/30 2.737 M $ 9.01 %
2025/09/30 INDB INDEPENDENT BK CORP MASS 2.80% 26.197 M $ 378739 2025/03/31 4.078 M $ 9.99 %
2025/09/30 MOFG MIDWESTONE FINL GROUP INC NE 2.41% 22.544 M $ 796883 2021/12/31 -367.776 K $ -1.67 %
2025/09/30 LNKB LINKBANCORP INC 2.28% 21.388 M $ 2999772 2022/09/30 -671.158 K $ -2.46 %
2025/09/30 BCAL CALIFORNIA BANCORP 2.26% 21.211 M $ 1271636 2023/06/30 1.170 M $ 5.84 %
2025/09/30 WSBC WESBANCO INC 2.23% 20.892 M $ 654296 2024/09/30 22.525 K $ 0.95 %
2025/09/30 EBC EASTERN BANKSHARES INC 1.89% 17.721 M $ 976342 2025/09/30 0.000 $ 0.00 %
2025/09/30 ONB OLD NATL BANCORP IND 1.82% 17.060 M $ 777226 2021/12/31 376.507 K $ 2.86 %
2025/09/30 IBCP INDEPENDENT BK CORP MICH 1.82% 17.042 M $ 550194 2013/12/31 -950.492 K $ -4.41 %
2025/09/30 USB U S BANCORP DEL 1.80% 16.815 M $ 347926 2025/03/31 463.811 K $ 6.81 %
2025/09/30 QCRH QCR HOLDINGS INC 1.78% 16.652 M $ 220147 2021/03/31 2.295 M $ 11.40 %
2025/09/30 SMBC SOUTHERN MO BANCORP INC 1.69% 15.818 M $ 300944 2013/12/31 -628.131 K $ -4.05 %
2025/09/30 WAL WESTERN ALLIANCE BANCORP 1.62% 15.210 M $ 175389 2023/09/30 4.800 M $ 11.21 %
2025/09/30 ZION ZIONS BANCORPORATION N A 1.62% 15.170 M $ 268111 2025/03/31 2.053 M $ 8.93 %
2025/09/30 THG HANOVER INS GROUP INC 1.28% 11.954 M $ 65817 2024/09/30 323.670 K $ 6.92 %
2025/09/30 FFWM FIRST FNDTN INC 1.22% 11.461 M $ 2057660 2025/03/31 694.929 K $ 9.22 %
2025/09/30 BAC BANK AMERICA CORP 1.19% 11.165 M $ 216409 2025/09/30 0.000 $ 0.00 %
2025/09/30 FRME FIRST MERCHANTS CORP 1.19% 11.111 M $ 294718 2025/09/30 0.000 $ 0.00 %
2025/09/30 PB PROSPERITY BANCSHARES INC 1.03% 9.620 M $ 144985 2025/09/30 0.000 $ 0.00 %
2025/09/30 CBNA CHAIN BRIDGE BANCORP INC 1.03% 9.616 M $ 293788 2024/12/31 2.045 M $ 27.01 %
2025/09/30 MBIN MERCHANTS BANCORP IND 1.01% 9.450 M $ 297156 2025/03/31 -302.996 K $ -3.84 %
2025/09/30 JMSB JOHN MARSHALL BANCORP INC 0.91% 8.521 M $ 429908 2023/09/30 533.225 K $ 6.96 %
2025/09/30 BUSE FIRST BUSEY CORP 0.90% 8.473 M $ 366020 2025/03/31 106.648 K $ 1.14 %
2025/09/30 STT STATE STR CORP 0.84% 7.889 M $ 68000 2025/09/30 0.000 $ 0.00 %
2025/09/30 MHO M/I HOMES INC 0.83% 7.735 M $ 53553 2025/09/30 0.000 $ 0.00 %
2025/09/30 TOWN TOWNEBANK PORTSMOUTH VA 0.82% 7.690 M $ 222459 2024/12/31 117.480 K $ 1.14 %
2025/09/30 FAF FIRST AMERICAN FINL CORP 0.81% 7.625 M $ 118691 2024/12/31 0.000 $ 0.00 %
2025/09/30 JLL JONES LANG LASALLE INC 0.81% 7.550 M $ 25312 2023/12/31 949.959 K $ 16.62 %
2025/09/30 AVBC AVIDIA BANCORP INC 0.79% 7.429 M $ 497258 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCHW CHARLES SCHWAB CORP 0.78% 7.318 M $ 76650 2025/03/31 0.000 $ 0.00 %
2025/09/30 MCY MERCURY GENL CORP NEW 0.76% 7.087 M $ 83592 2025/06/30 664.010 K $ 25.90 %
2025/09/30 CINF CINCINNATI FINL CORP 0.75% 7.062 M $ 44671 2024/12/31 207.982 K $ 6.16 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.72% 6.745 M $ 3507 2025/03/31 -50.454 K $ -12.99 %
2025/09/30 PFSI PENNYMAC FINL SVCS INC NEW 0.68% 6.387 M $ 51559 2025/09/30 0.000 $ 0.00 %
2025/09/30 TMHC TAYLOR MORRISON HOME CORP 0.63% 5.933 M $ 89887 2024/03/31 319.436 K $ 7.47 %
2025/09/30 HWBK HAWTHORN BANCSHARES INC 0.63% 5.920 M $ 190710 2018/09/30 420.196 K $ 6.52 %
2025/09/30 HCI HCI GROUP INC 0.61% 5.675 M $ 29567 2023/03/31 445.413 K $ 26.10 %
2025/09/30 WD WALKER & DUNLOP INC 0.56% 5.198 M $ 62168 2025/09/30 0.000 $ 0.00 %
2025/09/30 WELL WELLTOWER INC 0.55% 5.138 M $ 28845 2022/12/31 694.562 K $ 15.88 %
2025/09/30 BRO BROWN & BROWN INC 0.48% 4.487 M $ 47837 2025/06/30 -614.162 K $ -15.41 %
2025/09/30 GABC GERMAN AMERN BANCORP INC 0.47% 4.421 M $ 112580 2025/06/30 4.496 K $ 1.97 %
2025/09/30 RGA REINSURANCE GRP OF AMERICA I 0.46% 4.316 M $ 22466 2023/03/31 -102.720 K $ -3.14 %
2025/09/30 HBNC HORIZON BANCORP INC 0.45% 4.237 M $ 264651 2025/09/30 0.000 $ 0.00 %
2025/09/30 AKR ACADIA RLTY TR 0.44% 4.135 M $ 205209 2023/12/31 141.787 K $ 8.51 %
2025/09/30 TOL TOLL BROTHERS INC 0.43% 4.042 M $ 29258 2024/12/31 0.000 $ 0.00 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.42% 3.900 M $ 23146 2025/09/30 0.000 $ 0.00 %
2025/09/30 HTGC HERCULES CAPITAL INC 0.41% 3.857 M $ 203991 2024/12/31 94.774 K $ 3.45 %
2025/09/30 NLY ANNALY CAPITAL MANAGEMENT IN 0.40% 3.744 M $ 185233 2025/06/30 73.386 K $ 7.39 %
2025/09/30 GL GLOBE LIFE INC 0.39% 3.693 M $ 25828 2024/06/30 200.828 K $ 15.03 %
2025/09/30 IVT INVENTRUST PPTYS CORP 0.38% 3.560 M $ 124373 2025/09/30 0.000 $ 0.00 %
2025/09/30 RDN RADIAN GROUP INC 0.38% 3.555 M $ 98159 2025/09/30 0.000 $ 0.00 %
2025/09/30 LXP LXP INDUSTRIAL TRUST 0.38% 3.535 M $ 394529 2025/09/30 0.000 $ 0.00 %
2025/09/30 ABR ARBOR REALTY TRUST INC 0.35% 3.280 M $ 268673 2025/09/30 0.000 $ 0.00 %
2025/09/30 AHR AMERICAN HEALTHCARE REIT 0.35% 3.272 M $ 77881 2024/06/30 331.978 K $ 14.34 %
2025/09/30 VOYA VOYA FINANCIAL INC 0.35% 3.254 M $ 43507 2025/06/30 21.431 K $ 5.35 %
2025/09/30 C CITIGROUP INC 0.35% 3.245 M $ 31975 2024/12/31 0.000 $ 0.00 %
2025/09/30 MRX MAREX GROUP PLC 0.34% 3.217 M $ 95683 2025/06/30 -366.771 K $ -14.82 %
2025/09/30 UMBF UMB FINL CORP 0.34% 3.142 M $ 26549 2025/09/30 0.000 $ 0.00 %
2025/09/30 ARI APOLLO COML REAL EST FIN INC 0.32% 3.038 M $ 299904 2025/06/30 74.392 K $ 4.65 %
2025/09/30 SF STIFEL FINL CORP 0.31% 2.948 M $ 25978 2025/09/30 0.000 $ 0.00 %
2025/09/30 FVCB FVCBANKCORP INC 0.31% 2.879 M $ 221956 2023/03/31 740.495 K $ 9.92 %
2025/09/30 FSFG FIRST SVGS FINL GROUP INC 0.31% 2.875 M $ 91479 2013/12/31 1.808 M $ 25.52 %
2025/09/30 RYAN RYAN SPECIALTY HOLDINGS INC 0.29% 2.695 M $ 47822 2025/09/30 0.000 $ 0.00 %
2025/09/30 HLI HOULIHAN LOKEY INC 0.26% 2.435 M $ 11860 2025/06/30 306.520 K $ 14.10 %
2025/09/30 MAA MID-AMER APT CMNTYS INC 0.24% 2.218 M $ 15874 2024/12/31 -137.232 K $ -5.59 %
2025/09/30 SLM SLM CORP 0.23% 2.195 M $ 79309 2025/09/30 0.000 $ 0.00 %
2025/09/30 BFC BANK FIRST CORP 0.23% 2.143 M $ 17662 2025/09/30 0.000 $ 0.00 %
2025/09/30 NICOLET BANKSHARES INC 0.23% 2.119 M $ 15753 2025/09/30 0.000 $ 0.00 %
2025/09/30 TSLX SIXTH STREET SPECIALTY LENDING 0.22% 2.099 M $ 91827 2025/03/31 0.000 $ 0.00 %
2025/09/30 CNO CNO FINL GROUP INC 0.22% 2.057 M $ 52008 2024/12/31 0.000 $ 0.00 %
2025/09/30 ADC AGREE RLTY 0.21% 1.968 M $ 27707 2024/12/31 -60.830 K $ -2.76 %
2025/09/30 FR FIRST INDL RLTY TR INC 0.18% 1.730 M $ 33615 2024/09/30 0.000 $ 0.00 %
2025/09/30 PX P10 INC 0.18% 1.695 M $ 155835 2023/09/30 241.333 K $ 6.46 %
2025/09/30 PECO PHILLIPS EDISON & CO INC 0.18% 1.640 M $ 47768 2021/12/31 -34.624 K $ -2.00 %
2025/09/30 O REALTY INCOME CORP 0.17% 1.633 M $ 26865 2025/09/30 0.000 $ 0.00 %
2025/09/30 NMRK NEWMARK GROUP INC 0.17% 1.555 M $ 83379 2025/09/30 0.000 $ 0.00 %
2025/09/30 AON AON PLC 0.16% 1.489 M $ 4176 2025/09/30 0.000 $ 0.00 %
2025/09/30 CME CME GROUP INC 0.16% 1.457 M $ 5393 2025/06/30 -42.326 K $ -1.97 %
2025/09/30 JHG JANUS HENDERSON GROUP PLC 0.15% 1.426 M $ 32041 2024/09/30 124.099 K $ 14.60 %
2025/09/30 EXR EXTRA SPACE STORAGE INC 0.15% 1.375 M $ 9758 2025/06/30 -33.962 K $ -4.41 %
2025/09/30 ARES ARES MANAGEMENT CORPORATION 0.14% 1.326 M $ 8293 2025/06/30 -91.985 K $ -7.68 %
2025/09/30 V VISA INC 0.13% 1.238 M $ 3625 2024/12/31 -24.688 K $ -3.85 %
2025/09/30 WPC WP CAREY INC 0.13% 1.233 M $ 18255 2025/06/30 18.040 K $ 8.32 %
2025/09/30 SPNT SIRIUSPOINT LTD 0.13% 1.217 M $ 67270 2025/09/30 0.000 $ 0.00 %
2025/09/30 SKWD SKYWARD SPECIALTY INS GROUP 0.13% 1.211 M $ 25467 2024/09/30 -272.915 K $ -17.70 %
2025/09/30 HOMB HOME BANCSHARES INC 0.13% 1.194 M $ 42191 2025/09/30 0.000 $ 0.00 %
2025/09/30 EQR EQUITY RESIDENTIAL 0.12% 1.161 M $ 17935 2025/09/30 0.000 $ 0.00 %
2025/09/30 HOUS ANYWHERE REAL ESTATE INC 0.12% 1.143 M $ 107971 2025/09/30 0.000 $ 0.00 %
2025/09/30 EPRT ESSENTIAL PPTYS RLTY TR INC 0.12% 1.131 M $ 37997 2025/06/30 -16.167 K $ -6.74 %
2025/09/30 SYF SYNCHRONY FINANCIAL 0.12% 1.128 M $ 15870 2025/03/31 234.011 K $ 6.46 %
2025/09/30 APAM ARTISAN PARTNERS ASSET MGMT 0.12% 1.091 M $ 25129 2025/06/30 -16.312 K $ -2.10 %
2025/09/30 MA MASTERCARD INCORPORATED 0.12% 1.077 M $ 1894 2025/09/30 0.000 $ 0.00 %
2025/09/30 UCB UNITED CMNTY BKS BLAIRSVLE G 0.11% 1.041 M $ 33214 2025/03/31 105.604 K $ 5.24 %