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Jacobs Asset Management, LLC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1351063) · Explore on the interactive board

Jacobs Asset Management, LLC disclosed 21 US equity positions worth $132.8m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is SII at 11.0% of the reported book, followed by QNST, MAX. The top ten holdings are 71.8% of the book, and the portfolio behaves like about 15 equal-weight positions. Versus the prior filing it opened 1 new position, added to 5, reduced 14 and exited 8. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$132.8mreported US equity book
21positions
11.0%largest position
71.8%top 10 weight
15.39effective positions (1/HHI)
2quarters on file since Q1 2026

What does Jacobs Asset Management, LLC own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 1 new, 5 added, 14 reduced, 8 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 SII SPROTT INC Financial Services 11.0%$14.6m130,274 -19% reduced
2 QNST QUINSTREET INC Communication Services 10.5%$13.9m950,000 -16% reduced
3 MAX MEDIAALPHA INC Communication Services 8.7%$11.6m919,761 -1% reduced
4 GOLD GOLD COM INC Financial Services 8.3%$11.0m265,000 3% added
5 SFBS SERVISFIRST BANCSHARES INC Financial Services 7.5%$10.0m115,000 -23% reduced
6 CCB COASTAL FINL CORP WA 5.9%$7.9m101,486 14% added
7 TFIN TRIUMPH FINANCIAL INC 5.4%$7.1m93,217 -21% reduced
8 QCRH QCR HLDGS INC Financial Services 5.1%$6.8m70,000 -30% reduced
9 NPB NORTHPOINTE BANCSHARES INC. 5.1%$6.7m350,000 -18% reduced
10 EVER EVERQUOTE INC Communication Services 4.3%$5.7m239,408 -41% reduced
11 NBHC NATIONAL BK HLDGS CORP Financial Services 4.0%$5.3m120,000 0% held
12 MYFW FIRST WESTN FINL INC 3.4%$4.5m140,000 -46% reduced
13 CBK COMMERCIAL BANCGROUP INC 3.3%$4.4m135,000 -52% reduced
14 WEX WEX INC Technology 3.2%$4.2m30,000 new
15 AOMR ANGEL OAK MORTGAGE REIT INC 3.0%$4.0m444,585 19% added
16 TCBK TRICO BANCSHARES Financial Services 2.8%$3.7m68,428 -9% reduced
17 OFG OFG BANCORP Financial Services 2.6%$3.4m70,000 -22% reduced
18 FBK FB FINL CORP 2.5%$3.3m60,000 20% added
19 AVBH AVIDBANK HLDGS INC 1.8%$2.4m71,915 -19% reduced
20 BRBS BLUE RIDGE BANKSHARES INC VA 1.3%$1.8m501,105 151% added
21 TREE LENDINGTREE INC Financial Services 0.3%$442.9k10,000 -33% reduced

What did Jacobs Asset Management, LLC sell? Positions exited since the previous filing

StockPrior weightPrior value
BPOP POPULAR INC22.6%$6.7m
COFS CHOICEONE FINANCIA18.6%$5.5m
HBNC HORIZON BANCORP IND14.8%$4.4m
XHC HERITAGE COMM CORP11.0%$3.3m
CBSH COMMERCE BANCSHARES INC10.4%$3.1m
OSBC OLD SECOND BANCORP INC DEL10.2%$3.0m
GDOT GREEN DOT CORP8.5%$2.5m
CVBF CVB FINL CORP3.9%$1.2m

Sector mix

SectorWeight
Financial Services41.7%
Communication Services23.5%
Technology3.2%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202621$132.8m
Q1 202628$167.1m

How concentrated is Jacobs Asset Management, LLC's portfolio?

Across every quarter Jacobs Asset Management, LLC has filed, its median largest position is 12.4% of the book and its median top-ten weight is 66.8%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 8.0 completed holding spells, the median lasted 1.0 quarters; 21.0 positions are still open and their final length is unknown.