HoldCo Asset Management, LP

data from 30/09/2025

Capitalization

$ 947.557 M 48.38 %

Average holding period

1 ans

Performance

$ 198.602 M 48.79 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in HoldCo Asset Management, LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 CMA COMERICA INC 16.56% 156.939 M $ 2290408 2025/09/30 0.000 $ 0.00 %
2025/09/30 COLB COLUMBIA BKG SYS INC 15.55% 147.305 M $ 5722786 2025/06/30 10.581 M $ 10.09 %
2025/09/30 FIBK FIRST INTST BANCSYSTEM INC 13.29% 125.890 M $ 3950107 2025/06/30 10.889 M $ 10.58 %
2025/09/30 EBC EASTERN BANKSHARES INC 12.28% 116.319 M $ 6408772 2025/06/30 15.000 M $ 18.86 %
2025/09/30 CFG CITIZENS FINL GROUP INC 11.70% 110.907 M $ 2086288 2025/06/30 17.546 M $ 18.79 %
2025/09/30 CPF CENTRAL PAC FINL CORP 7.30% 69.206 M $ 2281029 2025/06/30 2.536 M $ 8.24 %
2025/09/30 KEY KEYCORP 6.52% 61.752 M $ 3304000 2025/06/30 6.342 M $ 7.29 %
2025/09/30 CFFN CAPITOL FED FINL INC 4.33% 41.059 M $ 6466059 2025/06/30 1.617 M $ 4.10 %
2025/09/30 BKU BANKUNITED INC 3.77% 35.752 M $ 936900 2025/09/30 0.000 $ 0.00 %
2025/09/30 TRST TRUSTCO BK CORP N Y 3.34% 31.681 M $ 872744 2025/06/30 930.283 K $ 8.62 %
2025/09/30 HTBK HERITAGE COMM CORP 1.70% 16.121 M $ 1623446 2025/06/30 0.000 $ 0.00 %
2025/09/30 BMRC BANK MARIN BANCORP 1.29% 12.247 M $ 504411 2025/06/30 586.671 K $ 6.30 %
2025/09/30 XBP XBP GLOBAL HOLDINGS INC 0.67% 6.352 M $ 7871416 2025/09/30 0.000 $ 0.00 %
2025/09/30 SHBI SHORE BANCSHARES INC 0.48% 4.564 M $ 278114 2025/06/30 184.998 K $ 4.39 %
2025/09/30 RNST RENASANT CORP 0.33% 3.083 M $ 83560 2025/06/30 80.217 K $ 2.67 %
2025/09/30 HBNC HORIZON BANCORP INC 0.16% 1.469 M $ 91756 2025/06/30 57.806 K $ 4.10 %
2025/09/30 FMBH FIRST MID ILL BANCSHARES INC 0.13% 1.261 M $ 33284 2025/06/30 12.980 K $ 1.04 %
2025/09/30 THFF FIRST FINANCIAL CORPORATION 0.12% 1.138 M $ 20171 2025/06/30 45.384 K $ 4.15 %
2025/09/30 PEBK PEOPLES BANCORP N C INC 0.08% 775.207 K $ 25284 2025/06/30 45.764 K $ 6.27 %
2025/09/30 FUNC FIRST UTD CORP 0.08% 764.963 K $ 20804 2025/06/30 119.831 K $ 18.57 %
2025/09/30 BCAL CALIFORNIA BANCORP 0.07% 676.057 K $ 40531 2025/06/30 37.288 K $ 5.84 %
2025/09/30 BHRB BURKE HERBERT FINL SVCS CORP 0.07% 646.511 K $ 10480 2025/06/30 20.540 K $ 3.28 %
2025/09/30 EBMT EAGLE BANCORP MONT INC 0.06% 557.096 K $ 32258 2025/06/30 19.354 K $ 3.60 %
2025/09/30 FNWB FIRST NORTHWEST BANCORP 0.05% 470.406 K $ 59772 2025/06/30 10.161 K $ 2.21 %
2025/09/30 EGBN EAGLE BANCORP INC MD 0.04% 376.537 K $ 18622 2025/06/30 13.780 K $ 3.80 %
2025/09/30 CVBF CVB FINL CORP 0.03% 245.206 K $ 12967 2025/06/30 -11.410 K $ -4.45 %
2025/09/30 PPBI PACIFIC PREMIER BANCORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %