Algebris (UK) Ltd

data from 30/09/2025

Capitalization

$ 883.094 M 39.23 %

Average holding period

4 ans

Performance

$ 210.625 M 55.22 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Algebris (UK) Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 CFG CITIZENS FINL GROUP INC 5.42% 47.894 M $ 901631 2018/09/30 9.412 M $ 18.82 %
2025/09/30 CRBG COREBRIDGE FINL INC 5.05% 44.624 M $ 1393378 2024/03/31 -3.657 M $ -9.73 %
2025/09/30 LNC LINCOLN NATL CORP IND 4.99% 44.043 M $ 1092893 2023/12/31 8.647 M $ 16.59 %
2025/09/30 VOYA VOYA FINANCIAL INC 4.75% 41.977 M $ 561621 2024/03/31 1.928 M $ 5.36 %
2025/09/30 MET METLIFE INC 4.43% 39.087 M $ 474891 2023/03/31 799.129 K $ 2.43 %
2025/09/30 PRU PRUDENTIAL FINL INC 4.11% 36.298 M $ 350159 2024/06/30 0.000 $ 0.00 %
2025/09/30 EQH EQUITABLE HLDGS INC 4.09% 36.151 M $ 712460 2020/03/31 -2.947 M $ -9.50 %
2025/09/30 PB PROSPERITY BANCSHARES INC 3.99% 35.253 M $ 531731 2025/03/31 -905.074 K $ -5.55 %
2025/09/30 WBS WEBSTER FINL CORP 3.58% 31.636 M $ 532639 2021/09/30 1.896 M $ 8.88 %
2025/09/30 UNM UNUM GROUP 3.43% 30.269 M $ 389463 2025/06/30 -593.046 K $ -3.70 %
2025/09/30 BAC BANK AMERICA CORP 3.20% 28.299 M $ 548951 2024/12/31 3.509 M $ 9.04 %
2025/09/30 SF STIFEL FINL CORP 3.16% 27.915 M $ 246198 2024/12/31 1.008 M $ 9.35 %
2025/09/30 ALIBABA GROUP HLDG LTD 2.91% 25.724 M $ 14000000 2025/06/30 12.000 M $ 69.08 %
2025/09/30 ONB OLD NATL BANCORP IND 2.90% 25.622 M $ 1168163 2025/09/30 0.000 $ 0.00 %
2025/09/30 C CITIGROUP INC 2.68% 23.703 M $ 233702 2024/12/31 10.036 M $ 19.27 %
2025/09/30 FHN FIRST HORIZON CORPORATION 2.46% 21.764 M $ 963300 2023/09/30 3.028 M $ 6.66 %
2025/09/30 DX DYNEX CAP INC 2.32% 20.500 M $ 1669288 2024/03/31 69.064 K $ 0.57 %
2025/09/30 WSBC WESBANCO INC 2.25% 19.863 M $ 622558 2025/09/30 0.000 $ 0.00 %
2025/09/30 GPN GLOBAL PMTS INC 2.00% 17.671 M $ 212862 2024/09/30 427.351 K $ 3.80 %
2025/09/30 TWO TWO HBRS INVT CORP 1.99% 17.558 M $ 1780276 2025/09/30 0.000 $ 0.00 %
2025/09/30 SSB SOUTHSTATE BK CORP 1.95% 17.247 M $ 174572 2025/09/30 0.000 $ 0.00 %
2025/09/30 KIM KIMCO RLTY CORP 1.85% 16.344 M $ 748565 2025/09/30 0.000 $ 0.00 %
2025/09/30 NLY ANNALY CAPITAL MANAGEMENT IN 1.74% 15.393 M $ 762239 2023/09/30 1.460 M $ 7.40 %
2025/09/30 CNOB CONNECTONE BANCORP INC 1.74% 15.379 M $ 620342 2025/09/30 0.000 $ 0.00 %
2025/09/30 AIG AMERICAN INTL GROUP INC 1.70% 15.032 M $ 191543 2025/09/30 0.000 $ 0.00 %
2025/09/30 MAA MID-AMER APT CMNTYS INC 1.64% 14.461 M $ 103570 2025/09/30 0.000 $ 0.00 %
2025/09/30 PG&E CORP 1.63% 14.363 M $ 365000 2024/12/31 660.650 K $ 4.82 %
2025/09/30 VIRTU FINL INC 1.57% 13.856 M $ 373176 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALKT ALKAMI TECHNOLOGY INC 1.44% 12.728 M $ 512777 2025/03/31 0.000 $ 0.00 %
2025/09/30 SPECTRUM BRANDS INC 1.26% 11.124 M $ 11950000 2025/06/30 1.871 M $ 20.22 %
2025/09/30 COLD AMERICOLD REALTY TRUST INC 1.25% 11.023 M $ 901237 2025/09/30 0.000 $ 0.00 %
2025/09/30 HFWA HERITAGE FINL CORP WASH 1.22% 10.775 M $ 445760 2025/09/30 0.000 $ 0.00 %
2025/09/30 RGA REINSURANCE GRP OF AMERICA I 1.22% 10.750 M $ 55992 2025/09/30 0.000 $ 0.00 %
2025/09/30 ON SEMICONDUCTOR CORP 1.16% 10.209 M $ 11000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 EBC EASTERN BANKSHARES INC 1.05% 9.298 M $ 512660 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMERICAN WTR CAP CORP 0.91% 8.007 M $ 8000000 2024/09/30 1.282 M $ 16.83 %
2025/09/30 NCNO NCINO INC 0.87% 7.640 M $ 282038 2024/09/30 -281.573 K $ -3.08 %
2025/09/30 QTWO Q2 HLDGS INC 0.86% 7.553 M $ 104423 2025/09/30 0.000 $ 0.00 %
2025/09/30 MYFW FIRST WESTN FINL INC 0.82% 7.258 M $ 315449 2025/09/30 0.000 $ 0.00 %
2025/09/30 RNST RENASANT CORP 0.64% 5.645 M $ 153132 2025/09/30 0.000 $ 0.00 %
2025/09/30 NPB NORTHPOINTE BANCSHARES INC 0.50% 4.447 M $ 260569 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVBH AVIDBANK HLDGS INC 0.35% 3.123 M $ 122582 2025/09/30 0.000 $ 0.00 %
2025/09/30 GNW GENWORTH FINL INC 0.27% 2.418 M $ 271928 2025/09/30 0.000 $ 0.00 %
2025/09/30 RSG REPUBLIC SVCS INC 0.24% 2.114 M $ 9220 2022/12/31 -127.138 K $ -6.96 %
2025/09/30 MSFT MICROSOFT CORP 0.21% 1.850 M $ 3575 2023/12/31 55.622 K $ 4.14 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.20% 1.768 M $ 18118 2025/09/30 0.000 $ 0.00 %
2025/09/30 V VISA INC 0.20% 1.753 M $ 5140 2025/06/30 -61.843 K $ -3.86 %
2025/09/30 WM WASTE MGMT INC DEL 0.20% 1.747 M $ 7915 2025/03/31 -55.746 K $ -3.50 %
2025/09/30 ABC CENCORA INC 0.19% 1.699 M $ 5440 2022/12/31 0.000 $ 0.00 %
2025/09/30 MCK MCKESSON CORP 0.14% 1.278 M $ 1655 2025/09/30 0.000 $ 0.00 %
2025/09/30 CTAS CINTAS CORP 0.14% 1.247 M $ 6081 2025/09/30 0.000 $ 0.00 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.13% 1.115 M $ 2495 2025/03/31 -220.348 K $ -17.73 %
2025/09/30 PWR QUANTA SVCS INC 0.12% 1.048 M $ 2530 2025/09/30 0.000 $ 0.00 %
2025/09/30 ITT ITT INC 0.10% 881.505 K $ 4935 2025/09/30 0.000 $ 0.00 %
2025/09/30 XYL XYLEM INC 0.09% 835.390 K $ 5668 2023/06/30 117.674 K $ 14.05 %
2025/09/30 VRT VERTIV HOLDINGS CO 0.09% 808.895 K $ 5366 2025/09/30 0.000 $ 0.00 %
2025/09/30 SYK STRYKER CORPORATION 0.09% 761.306 K $ 2061 2022/12/31 -74.842 K $ -6.57 %
2025/09/30 GWW GRAINGER W W INC 0.08% 722.743 K $ 759 2024/03/31 -56.121 K $ -8.40 %
2025/09/30 TTD THE TRADE DESK INC 0.08% 698.200 K $ 14257 2025/09/30 0.000 $ 0.00 %
2025/09/30 CLH CLEAN HARBORS INC 0.05% 475.454 K $ 2049 2022/12/31 2.130 K $ 0.45 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.04% 385.037 K $ 1097 2025/09/30 0.000 $ 0.00 %
2025/09/30 IR INGERSOLL RAND INC 0.04% 384.467 K $ 4657 2025/09/30 0.000 $ 0.00 %
2025/09/30 SNPS SYNOPSYS INC 0.04% 341.164 K $ 692 2022/12/31 -20.196 K $ -3.77 %
2025/09/30 GNTA GENENTA SCIENCE S P A 0.04% 327.749 K $ 100000 2022/12/31 13.000 K $ 4.20 %
2025/09/30 CPRT COPART INC 0.04% 325.378 K $ 7241 2025/09/30 0.000 $ 0.00 %
2025/09/30 STRL STERLING INFRASTRUCTURE INC 0.04% 324.485 K $ 956 2025/09/30 0.000 $ 0.00 %
2025/09/30 CNM CORE & MAIN INC 0.03% 284.489 K $ 5289 2023/09/30 -34.484 K $ -10.82 %
2025/09/30 HERBALIFE LTD 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 SNV SYNOVUS FINL CORP 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 MTB M & T BK CORP 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2025/09/30 SSB SOUTHSTATE CORPORATION 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 KEY KEYCORP 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 HUBB HUBBELL INC 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 CMA COMERICA INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CG CARLYLE GROUP INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %