WhaleCreep

HoldCo Asset Management, LP 13F holdings, Q3 2024

Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →

HoldCo Asset Management, LP disclosed 15 US equity positions worth $18.9m in its Q3 2024 13F filing. The largest position was PEBK at 14.2% of the reported book, followed by FBMSUSD and CPF.

· Q2 2025 →

What did HoldCo Asset Management, LP own in Q3 2024? Top 15 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 PEBK PEOPLES BANCORP N C INC 14.2%$2.7m106,051 –
2 FBMSUSD FIRST BANCSHARES INC MISS 14.2%$2.7m83,560 –
3 CPF CENTRAL PAC FINL CORP Financial Services 10.6%$2.0m67,596 –
4 EBMT EAGLE BANCORP MONT INC 10.3%$1.9m122,931 –
5 SHBI SHORE BANCSHARES INC Financial Services 10.1%$1.9m136,114 –
6 HBNC HORIZON BANCORP INC Financial Services 7.5%$1.4m91,756 –
7 FMBH FIRST MID ILL BANCSHARES INC Financial Services 6.8%$1.3m33,284 –
8 XHC HERITAGE COMM CORP 4.9%$933.1k94,439 –
9 THFF FIRST FINL CORP IND Financial Services 4.7%$884.5k20,171 –
10 FNWB FIRST NORTHWEST BANCORP 3.4%$639.6k59,772 –
11 BHRB BURKE HERBERT FINL SVCS CORP 3.4%$639.2k10,480 –
12 FUNC FIRST UTD CORP 3.3%$620.8k20,804 –
13 BCAL CALIFORNIA BANCORP 3.2%$599.5k40,531 –
14 EGBN EAGLE BANCORP INC MD Financial Services 2.2%$420.5k18,622 –
15 CVBF CVB FINL CORP Financial Services 1.2%$231.1k12,967 –

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.