Ejf Capital LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Ejf Capital LP disclosed 69 US equity positions worth $141.9m in its Q1 2026 13F filing. The largest position was SFNC at 3.4% of the reported book, followed by COSO and BBT.
What did Ejf Capital LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SFNC SIMMONS FIRST NATL CORP | Financial Services | 3.4% | $4.8m | 244,700 | – | |
| 2 | COSO COASTALSOUTH BANCSHARES INC | 3.3% | $4.7m | 192,676 | – | ||
| 3 | BBT BEACON FINANCIAL CORP. | Financial Services | 3.1% | $4.4m | 148,153 | – | |
| 4 | NPB NORTHPOINTE BANCSHARES INC. | 3.0% | $4.2m | 245,107 | – | ||
| 5 | BANC BANC OF CALIFORNIA INC | Financial Services | 3.0% | $4.2m | 238,943 | – | |
| 6 | CBK COMMERCIAL BANCGROUP INC | 2.9% | $4.1m | 159,107 | – | ||
| 7 | VLY VALLEY NATL BANCORP | Financial Services | 2.8% | $4.0m | 323,266 | – | |
| 8 | BUSE FIRST BUSEY CORP | Financial Services | 2.8% | $3.9m | 154,834 | – | |
| 9 | WSBC WESBANCO INC | Financial Services | 2.7% | $3.9m | 112,667 | – | |
| 10 | GNW GENWORTH FINL INC | Financial Services | 2.7% | $3.9m | 478,000 | – | |
| 11 | MCB METROPOLITAN BK HLDG CORP | 2.7% | $3.8m | 45,250 | – | ||
| 12 | FCNCA FIRST CTZNS BANCSHARES INC D | Financial Services | 2.4% | $3.4m | 1,801 | – | |
| 13 | JCAP JEFFERSON CAPITAL INC | 2.3% | $3.3m | 171,092 | – | ||
| 14 | FHN FIRST HORIZON CORPORATION | Financial Services | 2.3% | $3.3m | 144,196 | – | |
| 15 | CCNE CNB FINL CORP PA | 2.3% | $3.3m | 113,143 | – | ||
| 16 | AVBH AVIDBANK HLDGS INC | 2.3% | $3.2m | 113,529 | – | ||
| 17 | BWB BRIDGEWATER BANCSHARES INC | 2.3% | $3.2m | 181,738 | – | ||
| 18 | FFBC 1ST FINL BANCORP | Financial Services | 2.2% | $3.2m | 114,262 | – | |
| 19 | ECPG ENCORE CAP GROUP INC | Financial Services | 2.2% | $3.2m | 45,220 | – | |
| 20 | OSBC OLD SECOND BANCORP INC DEL | Financial Services | 2.1% | $3.0m | 151,170 | – | |
| 21 | COF CAPITAL ONE FINL CORP | Financial Services | 2.1% | $3.0m | 16,269 | – | |
| 22 | PFS PROVIDENT FINL SVCS INC | Financial Services | 2.0% | $2.8m | 134,150 | – | |
| 23 | BKU BANKUNITED INC | Financial Services | 1.9% | $2.7m | 59,971 | – | |
| 24 | ONB OLD NATL BANCORP IND | Financial Services | 1.8% | $2.6m | 117,529 | – | |
| 25 | OBT ORANGE CNTY BANCORP INC | 1.8% | $2.6m | 80,842 | – | ||
| 26 | HTB HOMETRUST BANCSHARES INC | Financial Services | 1.8% | $2.5m | 59,500 | – | |
| 27 | FRST PRIMIS FINANCIAL CORP | Financial Services | 1.8% | $2.5m | 189,504 | – | |
| 28 | COKE COCA COLA CONS INC | Consumer Defensive | 1.7% | $2.3m | 12,250 | – | |
| 29 | RBB RBB BANCORP | 1.6% | $2.3m | 108,857 | – | ||
| 30 | CARE CARTER BANKSHARES INC | 1.6% | $2.3m | 98,758 | – | ||
| 31 | CNNE CANNAE HLDGS INC | Consumer Cyclical | 1.6% | $2.3m | 200,000 | – | |
| 32 | FSBC FIVE STAR BANCORP | 1.6% | $2.2m | 59,526 | – | ||
| 33 | BRBS BLUE RIDGE BANKSHARES INC VA | 1.6% | $2.2m | 524,303 | – | ||
| 34 | WIX WIX COM LTD | Technology | 1.5% | $2.2m | 24,000 | – | |
| 35 | CRBG COREBRIDGE FINL INC | Financial Services | 1.5% | $2.1m | 89,937 | – | |
| 36 | BCS BARCLAYS PLC | Financial Services | 1.4% | $2.0m | 94,200 | – | |
| 37 | CBNA CHAIN BRIDGE BANCORP INC | 1.4% | $2.0m | 56,494 | – | ||
| 38 | GDOT GREEN DOT CORP | Financial Services | 1.3% | $1.8m | 162,913 | – | |
| 39 | NP NEPTUNE INS HLDGS INC | 1.3% | $1.8m | 74,453 | – | ||
| 40 | OPY OPPENHEIMER HLDGS INC | Financial Services | 1.3% | $1.8m | 20,000 | – | |
| 41 | CUBI CUSTOMERS BANCORP INC | Financial Services | 1.1% | $1.5m | 21,996 | – | |
| 42 | WEX WEX INC | Technology | 1.0% | $1.4m | 9,300 | – | |
| 43 | EQH EQUITABLE HLDGS INC | Financial Services | 1.0% | $1.4m | 37,400 | – | |
| 44 | OSPN ONESPAN INC | Technology | 1.0% | $1.4m | 130,001 | – | |
| 45 | KBH KB HOME | Consumer Cyclical | 0.9% | $1.2m | 24,000 | – | |
| 46 | HCKT HACKETT GROUP INC | Technology | 0.8% | $1.1m | 85,000 | – | |
| 47 | CCB COASTAL FINL CORP WA | 0.7% | $933.7k | 12,269 | – | ||
| 48 | HTH HILLTOP HLDGS INC | Financial Services | 0.6% | $909.8k | 25,400 | – | |
| 49 | NBBK NB BANCORP INC | 0.6% | $873.5k | 41,457 | – | ||
| 50 | TMP TOMPKINS FINL CORP | 0.6% | $844.4k | 10,710 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.